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Stacey Wertheimer
Associate Director i @American Endowment Foundation
Akron, OH, US
EMAILS
s••••••••@aefonline.org
MOBILE NUMBERS
+13•••••••44
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WORK HISTORY
Sep 2023 — Present
Associate Director i @American Endowment Foundation
Hudson, OH, US
SKILLS
RetirementDividendsStock Settlement ProcessingAccount ReconciliationReconciliationData Entry401kRetirement Planning401(K) Retirement Savings PlansUser Acceptance TestingProcess ImprovementPensionsDefined BenefitQacaPayroll Contribution ProcessingDefined ContributionBusiness Process ImprovementFinancial ServicesEmployee TrainingAsset AllocationMutual FundsRoth Ira
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.
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