Retirement Plan Specialist@ Human Interest
Raleigh-Durham-Chapel Hill Area
Vicki Waun
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Old Dominion University
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Tell me more about Vicki Waun?
FlashIntel GPTVicki Waun is an experienced record keeping and compliance manager with over 23 years of work experience in the financial services industry. She is skilled in OmniPlus, Relius Administration, ERISA, Microsoft Office, and 401(k) Retirement Savings Plans. Vicki has worked in various roles, including Senior Legal Product Analyst at Human Interest and Regional Recordkeeping Manager at BB&T. She also has experience as a Plan Consultant at Cherry Bekaert. Vicki is based in the United States and has a strong background in ERISA-related matters.
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About
Experienced record keeping and compliance manager with a demonstrated history of working in the financial services industry. Skilled in OmniPlus, Relius Administration, ERISA, Microsoft Office, and 401(k) Retirement Savings Plans. Strong ERISA- knowledged professional.
Work Experience
Retirement Plan Specialist
Financial Services
Vicki Waun's Professional Milestones
- Plan Consultant (2000-09-01~2005-12-01): Provided expert advice on strategic plans, increasing client satisfaction and achieving company goals.
- Regional Recordkeeping Manager (2014-03-01~2021-05-01): Streamlined recordkeeping operations and implemented efficient processes to enhance data quality and reduce errors.
Education
Accounting,
Bachelors,
Bachelor Of Science In Business Administration
1998-2002Skill
Omniplus
Microsoft Office
Plan Convert
Relius Administration
401k
Erisa
Certification
Colleagues
Chris Holmes, CFA
Chief Financial Officer
Paul Sawaya
Co-Founder | Chief Technology Officer
Kristina Wallender
Chief Experience Officer
Michael Weiss
Chief Information Security Officer
Kristina Wallender
Chief Experience Officer
Other Named Vicki Waun
Frequently asked questions
We found 3 Vicki Waun's email addresses
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Vicki Waun's social media include: Linkedin,
Vicki Waun works for Human Interest
Vicki Waun's role in Human Interest is Retirement Plan Specialist
Vicki Waun works in the industry of Financial Services
Vicki Waun's colleagues are Chris Holmes, CFA,Paul Sawaya,Kristina Wallender
Vicki Waun's latest job experience is Retirement Plan Specialist at Human Interest
Vicki Waun's latest education in Old Dominion University
