document specialist at alliance benefit group - rocky mountain@ ABGRM now PCS Retirement
Salt Lake City, Utah, United States
Chelsea Walker, CPC, QPA, QKA
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FlashIntel GPTChelsea Walker is a highly experienced professional with 33.5 years of work experience in the financial services industry. She possesses a wide range of skills including 401k, pensions, investments, and retirement planning. Currently, she works as a Document Specialist at Alliance Benefit Group - Rocky Mountain in Salt Lake City, Utah. Prior to this, she worked at ABGRM now PCS Retirement in Philadelphia, Pennsylvania. Chelsea's expertise lies in customer service, mutual funds, and asset allocation. She is proficient in Microsoft Excel, Word, and Office, and has a strong background in financial planning and asset allocation.
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Document Specialist at Alliance Benefit Group - Rocky Mountain
Work Experience
document specialist at alliance benefit group - rocky mountain
Document Specialist
Financial Services
Chelsea Walker, CPC, QPA, QKA's Professional Milestones
- Document Specialist (1990-04-01~): Achieving a comprehensive documentation system to streamline processes and improve effective communication.
- document specialist at alliance benefit group - rocky mountain: Revitalizing documents to improve efficiency and accuracy, supporting informed decision-making across the organization.
Skill
401k
Pensions
Investments
Retirement
Customer Service
Mutual Funds
Retirement Planning
Microsoft Excel
Employee Benefits
Microsoft Word
Microsoft Office
Asset Allocation
Financial Planning
Defined Benefit
Financial Services
Document Management
Certification
Colleagues
Other Named Chelsea Walker, CPC, QPA, QKA
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Chelsea Walker, CPC, QPA, QKA's social media include: Linkedin,
Chelsea Walker, CPC, QPA, QKA works for ABGRM now PCS Retirement
Chelsea Walker, CPC, QPA, QKA's role in ABGRM now PCS Retirement is document specialist at alliance benefit group - rocky mountain
Chelsea Walker, CPC, QPA, QKA works in the industry of Financial Services
Chelsea Walker, CPC, QPA, QKA's colleagues are Erica Bonser,James Moyer,Dallin Zobell
Chelsea Walker, CPC, QPA, QKA's latest job experience is document specialist at alliance benefit group - rocky mountain at ABGRM now PCS Retirement
