Steve Bazis
I provide retirement plan expertise and collaborative leadership to increase plan health and retirement readiness.
- Role
- Retirement Plan Manager at HUB International
- Location
- Lincoln, NE, US
- LinkedIn followers
- 500 followers
About Steve Bazis
As an experienced Retirement Plan Consultant, I apply my retirement expertise and plan…
Experience
Retirement Plan Manager
May 2024 — Present · Lincoln, NE, US
Supervise the administration of the Omaha School Employee\'s Retirement plan and death benefit team. Lead the transfer of the OSERS plan to the NPERS system. Lead the data migration and clean up initiative. Member of the Fraud prevention committee.
Education
Southern Methodist University - Cox School of Business
Finance
University of Nebraska-Lincoln
Bachelor of Journalism
Skills
- Leadership
- Employee Benefits
- Financial Services
- Crm
- Account Management
- Wealth Management
- Insurance
- Relationship Management
- Financial Planning
- Securities
- Customer Relationship Management (Crm)
- 401k
- Retirement Planning
- Finra
- Salesforce.com
- Strategic Planning
- Series 7
- Marketing Strategy
- Retirement
- Strategic Financial Planning
- Series 63
- Marketing
- Cold Calling
- Pensions
- Investments
- Customer Service
- Customer Satisfaction
- New Business Development
- Mutual Funds
- Sales
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