Tamara Haseltine
Director at Charles Schwab
- Role
- Director at Charles Schwab
- Location
- Akron, OH, US
- LinkedIn followers
- 500 followers
Experience
Director
Jun 2002 — Present · Richfield, OH, US
Leads the National Client Development & Business Retention for Retirement Plan Services. Responsible for the end to end business retention process for retirement plan service clients. In addition, provides support to client service teams for on-site client and prospect meetings, service exceptions, contract negotiations, emerging trends, product and tech needs, pricing and RFP process for current clients.Previously led the National Business Development Team for Retirement Plan Services. Responsibilities included leading the internal sales process that supported the new business efforts for Retirement Plan Services including oversight of the proposals, business acceptance, document presentation and site visit teams.
Education
Florida Atlantic University
Bachelor of Business Administration (B.B.A.)
Skills
- Series 63
- Retirement
- Retirement Planning
- Pensions
- 401k
- Investments
- Mutual Funds
- Finra
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