Director of Operations
We help over 7 million Americans save for retirement, college education, and healthcare, servicing IRAs, HSAs, 401(k)s, and 529 college savings plans.
Results-proven senior manager in the trust services industry with experience in operations, compliance, internal audit, change management, project management, finance, and information technology. Tenacious leader with a demonstrated ability to successfully manage teams, motivate staff, meet large scale deliverables, improve operations, impact business growth, and increase profits through achievements in finance management, internal controls, project management and productivity/efficiency improvements.
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