S

Susan's contacts

Position:IPX Retirement- Trust Operations Specialist at IPX Retirement
Experience:26 years
Location:Littleton, Colorado, United States

How to contact Susan

Found email addresses for Susan:
s***@investsg.com,
****@gmail.com,
****@aol.com,
****@enfs.com
Found phone numbers for Susan:
+1-623-***-**38
Found social network link for Susan:
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Work Experience

IPX Retirement- Trust Operations Specialist at IPX Retirement

Sep 2022 - Current

Senior Mutual Funds Recon and Operations Specialist at Envision Financial Systems, Inc.

Apr 2021 - Jun 2022

Mutual Funds Reconciliation and Operations Specialist at Envision Financial Systems, Inc.

Mar 2017 - Apr 2021

Investment Securities Group-Operations Associate RIA Team at Investment Security Group Denver, United States

Apr 2016 - Mar 2017

Envestnet |Tamarac -Senior Portfolio Specialist- Overlay Services Team at Envestnet

Apr 2007 - Apr 2016

Sr Securities Trader, Lead Account Administrator. Trustlynx. Fiserv ISS -formerly First Trust Corp at Fiserv ISS

Oct 2000 - Mar 2007

Susan started working in 2000, then the employee has changed 4 companies and 5 jobs. On average, Susan works for one company for 4 years 2 months.

Education

Journalism & Marketing at Metropolitan State University of Denver

Bachelor's degree at Metropolitan State University of Denver

Current Company Information IPX Retirement

Name: IPX Retirement

Speciality: SAFE HARBOR IRA, Missing Participants, TPA Paying Agent, 401k Plan Termination, 403b Plan Termination, 401a Plan Termination, FICA Alt. Plans, Retirement Solutions, Trust and Custody Solutions, Uncashed Check Solutions, Lifetime Income, 401k Middleware

Location: Centennial, CO, United States

Employees: 100-200

HQ Phone: 844-788-3474

Description: IPX Retirement offers the only recordkeeping platform for non-profit and governmental plans with access to different investment options....

Frequently Asked Questions

What is Susan's minimum period of employment in the companies?

Susan's minimum period of employment in various companies is 11 months.

What is Susan's average duration of employment for different companies?

On average, Susan works for one company for 4 years 4 months

What industries has Susan worked in?

Susan works in the Financial Services. Previously, Susan worked in the Computer Software.

What positions has Susan held before?

Previously, Susan worked as a Senior Mutual Funds Recon and Operations Specialist, and Mutual Funds Reconciliation and Operations Specialist, and Investment Securities Group-Operations Associate RIA Team, and Envestnet |Tamarac -Senior Portfolio Specialist- Overlay Services Team, and Sr Securities Trader, Lead Account Administrator. Trustlynx. Fiserv ISS -formerly First Trust Corp.

How do I contact Susan?

Susan's email address is s****.@ipxretirement.com, phone number is +1-205-***-**84. Sign up to get contact details.

Susan Namesakes

Name
Company
Position
S
New View Management Group, Inc., NV Models & Talent
Managing Graphic Designer & Photo Editor/Agency Media Assistant
S
Junior Buyer

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