Samantha Wetterlund is a qualified professional, who works in Strategic Retirement Partners on the position of Manager, Client Services from 2018. Samantha Wetterlund has earned professional experience in more than three positions at different companies. Samantha Wetterlund went to the University of North Dakota and received education there from 2005 to 2009. Samantha Wetterlund has such professional qualifications as Asppa and Qpfc. Lakeville, Minnesota is the area, where the professional was known to live. The person's phone and email can be easily accessed through SoftwareOfficial by request.
Name variants:
Sam Wetterlund,
Sammie Wetterlund,
Sammy Wetterlund,
Mandy Wetterlund,
Manthy Wetterlund
Last updated Jun 16, 2024
Contact Information
Last Update
Jul 7, 2022
Email
sa**@gmail.com
Location
Lakeville, MN
Company
Strategic Retirement Partners
Workplace
Manager, Client Services
Work History
Senior Relationship Manager
50 south 6Th St SUITE 975, Minneapolis, MN 55402
Responsible for building, maintaining and enhancing client relationships, project management, quarterly meetings/presentations to C-suite benefit plan committee members, sales, contract nego...
Feb 2014 — Aug 2018
Client Service Analyst
420 Montgomery St, San Francisco, CA 94129
Began tenure as a Retirement Service Associate. Aiding resolution team with client and participant issues. Promoted to the Signature Service Team, a specialized team created to assist mega m...
Jun 1, 2010 — Jan 1, 2014
Education
Occupations
Executive
Manager
Accountant
Finance and Accounting Specialist
Sales Specialist
Relationship Manager
Supplier
Lawyer
Fiduciary
Operations Manager
Accounting Bookkeeper
Bookkeeper
Account Service Manager
Customer Service
Services Professional
Sales Representative
Trust Law Attorney
Lawyer
Skills
Financial Analysis
Retirement Planning
Investments
Process Improvement
Mutual Funds
Financial Services
Finance
Customer Service
Leadership
Sales
FAQs about Samantha Wetterlund
What's the main profession of Samantha Wetterlund?
Samantha is a Manager, Client Services.
What jobs is Samantha Wetterlund a professional at?
Samantha is proficient at such jobs as Executive and Manager.
Where does Samantha Wetterlund currently live?
Lakeville, Minnesota is the place where Samantha Wetterlund currently lives
Does the professional have the email address?
sa**@gmail.com is Samantha Wetterlund's email address.
Where did Samantha Wetterlund work?
Samantha worked at Strategic Retirement Partners, Advanced Capital Group.
What education does Samantha Wetterlund have?
Samantha studied at the University of North Dakota from 2005 to 2009.
What are the certifications of Samantha Wetterlund?
Samantha received the following certifications: Asppa and Qpfc.
What languages does Samantha Wetterlund speak?
Samantha Wetterlund speaks English.