Wanda Reed
Retirement Plan Specialist
- Role
- Retirement Plan Specialist at Raymond James
- Location
- Memphis, TN, US
- LinkedIn followers
- 500 followers
About Wanda Reed
Highly accomplished Professional with a record of achievement, guiding and monitoring all…
Experience
Retirement Plan Specialist
Nov 2021 — Present · US
Interpret rules and regulations by applying retirement Plan knowledge. Communicate l, research and resolve issues with other internal departments. Process financial transactions accurately. Review client requests for corrections to determine proper course of action and provide guidance to the branch personnel on resolution.
Education
University of Phoenix
MM, Management
2008 — 2010
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