Since 2016, Brian Boland has been working in Admin Partners based 529, 529. This person is an experienced Retirement Plan Administrator with over 18 years of work experience. According to Brian's CV and work profile, this person has worked at more than five places with numerous backgrounds and got different skills. Brian Boland studied at the La Salle University from 1991 to 1995. Warrington, Pennsylvania is the place where this person currently lives. You can find this professional's actual phone and email with our search.
Name variants:
Bryan Boland,
Bryant Boland
Last updated Jul 04, 2024
Contact Information
Last Update
Jul 6, 2022
Email
bb**@youradminpartners.com, bo**@pcscapital.com
Location
Warrington, PA
Company
Workplace
Colleagues
Work History
Retirement Plan Administrator
200 Lake Dr east SUITE 102, Cherry Hill, NJ 08002
from Oct 2016
Technical Supervisor
1801 Market St SUITE 1000, Philadelphia, PA 19103
Monitoring of all issues assigned to associates in the Technical Department. Ensuring that items assigned are completed timely and correctly. Research, analysis and corrections of plan issue...
Mar 1, 2015 — Oct 2016
Senior Investment and Reconciliation Specialist
1801 Market St SUITE 1000, Philadelphia, PA 19103
Daily reconciliation of plan trust accounts for cash and units. Daily submission of trade files to multiple trading vendors. Creation and documentation of procedures for Relius corrections. ...
Dec 2005 — Mar 2015
Senior Investment Associate
Selected as the lead Investment Associate for the new team structure for the company's largest partner.
Responsible for the loading, processing of investment and census of all files receiv...
Feb 2000 — Dec 2005
Education
Occupations
Accountant
Finance and Accounting Specialist
Supervisor
Accounting Bookkeeper
Bookkeeper
Managers
Skills
Investments
Microsoft Excel
Analysis
Mutual Funds
401K
Finance
Financial Services
Customer Service
Process Improvement
Trading
Securities
Analytical Skills
Microsoft Word
Retirement Planning
Retirement
Microsoft Office
Business Process Improvement
401 Retirement Savings Plans
Management
Etfs
Dedication To Work
Teamwork
Html Scripting
Wordpress
Sql
Series 63
Relius