Jason Bak is a highly qualified expert, that works in Nesteggs Retirement Plan Services on the position of Consulting Director from 2020. This expert has earned professional experience in more than eight positions at different companies. Jason Bak went to the Baldwin Wallace University and received education there from 1999 to 2000. Pinellas Park, Florida is the city, where this professional was lastly known to settle. This professional's email address and phone can be accessed through this website on demand.
Name variants:
Jayson Bak,
Jay Bak
Last updated May 24, 2024
Contact Information
Last Update
Jul 6, 2022
Email
ja**@gmail.com
Location
Pinellas Park, FL
Company
Nesteggs Retirement Plan Services
Workplace
Consulting Director
Work History
Supervisor, Operations
1350 Treat Blvd SUITE 300, Walnut Creek, CA 94597
Supervise a team of 5 individuals. Manage workloads. Perform annual reviews.
Complete reconciliation and correction projects.
Establish processes in operations department, train new team ...
Nov 2013 — Mar 2017
Senior Conversion Analyst
Ponte Vedra Beach, FL
Serve as key point of contact for clients and advisors during plan establishment.
Develop strong industry knowledge to ensure that new plans established and amendments / restatements compl...
from Mar 2017
Account Manager
475 Central Ave, Saint Petersburg, FL 33701
Implementation for new clients
Creating custom reports and data clean up in SQL
Creating reports to integrate with outside software in SQL
Training new clients
Handling all verbal and w...
Feb 2013 — Nov 2013
Senior Conversion Specialist
1350 Treat Blvd SUITE 300, Walnut Creek, CA 94597
Apr 2006 — Jul 2012
Senior Implemenation Anaylst
3311 east Old Shakopee Rd, Minneapolis, MN 55420
Jul 2002 — Apr 2006
Mobile Work Force Anaylst
127 Public Sq, Cleveland, OH 44114
Assigned to special projects throughout Retirement Plan Services as needed.
o Completed reconciliation and correction projects.
o Calculate employer contributions.
o Complete year-end co...
Jul 2001 — Jul 2002
Account Manager
127 Public Sq, Cleveland, OH 44114
Primary point of contact for client for assigned set of cases.
Perform daily reconciliation of assigned plans, coordinate contribution and distribution processing with operations team.
Re...
Aug 2000 — Jul 2001
Education
1999 — 2000
1997 — 1998
Occupations
Executive
Director
Accountant
Finance and Accounting Specialist
Supervisor
Operations Manager
Accounting Bookkeeper
Bookkeeper
Managers
Skills
401K
Training
Pensions
Investments
Retirement Planning
Employee Benefits
Defined Contribution
Microsoft Office
New Business Development
Retirement
Project Management
Defined Benefit
Management
Customer Service
Microsoft Excel
Mutual Funds
Insurance
Relationship Management
Sql
Microsoft Sql Server
Team Leadership
Financial Services
Problem Solving
Accountability