Shelby Carselowey (TL-860E02)
Retirement Plan Administrator and Consultant
Compliance, testing, reporting, filing, client services
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Professional Bio
Retirement services professional with over 10 years of experience in client relations, retirement plan administration, compliance, and consulting. Expertise in account reconciliation, cash manage- ment, ERISA regulations, and operational processing. Proven ability to serve as a wealth account coordinator, managing new accounts and asset transfers with precision and client-focused service.
Skills & Expertise
Client services
compliance
testing
reporting
reconciliation
Experience
No experience information provided.
Education
Bachelors of Business Administration- Wichita State University
Certifications
QKA - Qualified 401k Administrator