Steve Rataj is a eficient professional, working in Wells Fargo Advisors main office of which is in 104. as a Product Manager since 2018. This person has earned professional experience in more than five positions at different companies. Steve Rataj went to the University of Missouri - Saint Louis and received education from 1997 to 2000. Steve has the following professional qualifications: Qka and Aif. Saint Louis, Missouri is the area, where this professional was lastly known to be living. Their contacts can be easily accessed through SoftwareOfficial on demand.
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Stephen Rataj
Last updated Jun 20, 2024
Contact Information
Workplace
Colleagues
Work History
Director of Operations
Austin, TX
Oversaw the daily administration of employer sponsored retirement plans. Responsible for accuracy of trading, conversion of new business to various recordkeeping systems, timeliness of plan ...
2004 — 2013
Retirement Plan Marketing Specialist
501 north Broadway St, Louis, MO
Review existing retirement plans of clients and determine if plans can be enhanced and/or suggest additional or alternative retirement plans. Assist financial advisors with the sales process...
from 2013
Daily Value Administrator
Performed daily value administration and compliance for Defined Contribution Plans. Executed trading and reconciliation of mutual funds and annuities for corporations and individual particip...
Sep 2003 — Dec 2004
Advent Operations Specialist and Accounts Receivable Clerk
100 south Brentwood Blvd SUITE 500, Clayton, MO 63105
Reconciled client portfolios by tracking buys, sells, dividends, splits, market values, etc. using Advent software. Promoted to Accounting Department. Calculated broker commissions, managed ...
Dec 1998 — Feb 2001
Education
1997 — 2000
Occupations
Executive
Produce Manager
Accountant
Finance and Accounting Specialist
Director of Operations
Production Manager
Accounting Bookkeeper
Bookkeeper
Operations Manager
Skills
Retirement Plan Consulting
Retirement Planning
Qualified Retirement Plans
401K
403 B
457 Plans
Erisa
Rollovers
Qualified 401 Administrator Designation From Asppa
Relius Administration
Srt
Defined Contribution
Defined Benefit
Employee Benefits
Portfolio Management
Process Improvement
Property and Casualty Insurance
Life and Health Insurance Licenses
Accounting
FAQs about Steve Rataj
What's the profession of Steve Rataj?
This professional's job is Product Manager
What are the main profession of Steve Rataj?
These person's professions are Executive and Produce Manager
Where does Steve Rataj live?
Saint Louis, Missouri is the place where Steve Rataj lives
Where did Steve Rataj work?
The professional worked at Wells Fargo Advisors, Retirement Plan Services (Rps).
What education does Steve Rataj have?
Steve studied at the University of Missouri - Saint Louis from 1997 to 2000.
Are there any professional certifications, that Steve Rataj has?
Steve Rataj received the following certifications: Qka and Aif.
What is the industry that Steve Rataj is connected to?
Steve Rataj works in Financial Services industry.
What are the skills of Steve Rataj?
This professional has such skills as Retirement Plan Consulting, Retirement Planning, Qualified Retirement Plans, 401K, 403 B, 457 Plans, Erisa, and Rollovers.