Stacey Wertheimer
Associate Director I
- Role
- Associate Director i at American Endowment Foundation
- Location
- Akron, OH, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Stacey Wertheimer
Experienced Account Administrator with a demonstrated history of working in the financial services industry. Skilled in Account Reconciliation, Pension Funds, Retirement Planning, Mutual Funds, and Employee Training. Strong finance professional graduated from Medina High School.
Experience
Associate Director i
Sep 2023 — Present · Hudson, OH, US
Skills
- Retirement
- Dividends
- Stock Settlement Processing
- Account Reconciliation
- Reconciliation
- Data Entry
- 401k
- Retirement Planning
- 401(K) Retirement Savings Plans
- User Acceptance Testing
- Process Improvement
- Pensions
- Defined Benefit
- Qaca
- Payroll Contribution Processing
- Defined Contribution
- Business Process Improvement
- Financial Services
- Employee Training
- Asset Allocation
- Mutual Funds
- Roth Ira
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