Traci Cromwell

Defined Contribution Consultant

Traci Cromwell is a highly qualified professional, working in Usi Consulting Group as a Defined Contribution Consultant since 2015. This expert gained professional experience in more than 11 positions at various companies. Traci Cromwell went to the Worthington High School and was studying from 1985 to 1987. Columbus, Ohio is the area, where this professional was lastly known to live. Their email address and phone are accessed through SoftwareOfficial on demand.
Name variants:
Tracy Cromwell
Last updated Jun 22, 2024

Contact Information

Last Update
Jul 7, 2022
Email
tr**@usicg.com, it**@yahoo.com, tr**@usi.com
Location
Columbus, OH

Workplace

USI Consulting Group
Defined Contribution Consultant

Industry

Financial Services

Work History

Defined Contribution Consultant

from Jan 2015

Manager, Client Services

Jun 2014 — Aug 2014

Retirement Plan Administrator

154 Hansen Rd SUITE 102, Charlottesville, VA 22911
Blue Ridge ESOP Associates delivers the highest quality ESOP and 401(k) Administration services in the industry. We exceed client expectations through personal attention, a proactive, team-o...
Sep 2011 — May 2014

401 Design Consultant and Retirement Plan Administator

Mar 2008 — Apr 2011

Director of New Business

Columbus, OH
2005 — 2008

Director of New Business

May 2004 — Mar 2008

Account Manager

Columbus, OH
2004 — 2005

Pension Administrator

38 Fountain Square Plz, Cincinnati, OH 45201
2001 — 2004

Relationship Manager

2000 — 2008

Captain

7500 Montgomery Dr, Plain City, OH
In addition to my full time job. I would organize, set up and manage the catering staff during events such as weddings, and in home private parties.
2000 — 2006

Administrative Assistant, Dean

1996 — 1999

Education

1985 — 1987

Occupations

Counselor
Accountant
Finance and Accounting Specialist
Executive
Manager
Advisor
Accounting Bookkeeper
Bookkeeper
Operations Manager

Skills

Employee Benefits
Pensions
Retirement
Erisa
401K
Sales
Retirement Planning
Mutual Funds
Networking
Defined Benefit
Esop
Profit Sharing
Financial Services
Proposal Writing
Customer Service
Management
403 B
Budgets
Defined Contribution
Retirement Plan Consulting
Benefits Administration
Compliance
Implementation
Pension Administration
Insurance
Qualified Retirement Plans
401K Rollovers
Finance
Accounting
Tax
Life Insurance
Relationship Management
Public Speaking
Health Insurance
Asset Allocation

FAQs about Traci Cromwell

What is the main profession of Traci Cromwell?

This professional's job is Defined Contribution Consultant

What are the main profession of This professional?

These person's professions are Counselor

Where is Traci Cromwell located?

Traci Cromwell is located in Columbus, Ohio.

Does the professional have the email address?

tr**@usicg.com and it**@yahoo.com is Traci Cromwell's email address.

How many companies did Traci Cromwell work at?

Traci Cromwell worked at 11 jobs.

Where has Traci Cromwell studied?

Traci studied at the Worthington High School from 1985 to 1987.

Are there any professional industries Traci Cromwell is connected to?

This person works in Financial Services industry.

Are there any professional skills, that Traci Cromwell has?

Traci has skills in the following areas: Employee Benefits, Pensions, Retirement, Erisa, 401K, Sales, Retirement Planning, Mutual Funds, Networking, Defined Benefit, Esop, and Profit Sharing.
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