D Richard
Implementations Relationship Manager (Implementation Manager) at Vestwell | Greater Birmingham, Alabama Area
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Implementations Relationship Manager (Implementation Manager) at Vestwell in May 2023 to Present
New Business Specialist at EGPS in March 2022 to March 2023
Implementation Manager at Human Interest in August 2021 to February 2022
Conversion Specialist at Human Interest in January 2021 to August 2021
Senior Relationship Manager at LT Trust in November 2018 to December 2020
Retirement Plans Manager at Sourcepointe LLC in June 2015 to October 2018
Principal at Employee Benefit/Retirement Plan Consultant in January 2012 to June 2015
401K Client Relationship Manager at The Trust Company of Sterne Agee, Inc. in November 2005 to December 2011
401K Pension Administrator at Fringe Benefit Administrators, LTD in August 1997 to October 2005
Administrative Account Representative at Pan American Life Insurance Company in July 1996 to August 1997
401K Plan Maintenance Supervisor at Benefit Administrative Services, LTD in May 1991 to May 1995
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Millsaps College, Bachelor of Arts (BA), January 1987 to January 1992
Jesuit High School, High School Diploma, January 1982 to January 1987
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Onboarding
Customer Experience
Client Relations
Third Party Administration
Quality Auditing
Strategic Consulting
Cash Balance
Conversion Optimization
Communication
Customer Relationship Management (CRM)
Support Management
Project Management
Regulatory Documentation
Operations Management
New Business Opportunities
Digital Strategy
Human Resources Information Systems (HRIS)
Benefits Design
Human Resources Information Technology (HRIT)
Regulatory Compliance
Program Management
SaaS Implementation
Client Onboarding
Customer Success
Employee Benefits Design
Employee Relations
Employee Benefits
Payroll Analysis
Software Implementation
Enrollment Services
Compliance
Form 5500 preparation
Retirement Plan Consulting
Qualified Retirement Plans
Manage Client Relationships
Client Presentation
Prospecting New Clients
Account Reconciliation
401k
Retirement Plan Distributions
Retirement Plan Loan Processing
Plan Document Preparation
Accurate Data Entry
Document Management
Document Drafting
Team Management
Team Leadership
Dependable Team Player
Human Resources
Spreadsheets
Microsoft Office
Microsoft Excel
Microsoft Word
Microsoft Exchange
PowerPoint
Databases
Process Improvement
Standards Compliance
Strategic Human Resources Leadership
Benefits Administration
Training Programs
Educational Program Design
Performance Management
Payroll
Accounts Payable
Accounts Receivable
Compliance Testing
Profit Sharing
ESOP
Defined Benefit
Account Management
Relationship Management
Business Development
Revenue & Profit Growth
Key Account Acquisition & Retention
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Discover more about VestwellWhat is D Michael Richard email address?
Email D Michael Richard at [email protected] and [email protected]. This email is the most updated D Michael Richard's email found in 2026.
How to contact D Michael Richard?
To contact D Michael Richard send an email to [email protected] or [email protected].
What company does D Richard work for?
D Richard works for Vestwell
What is D Richard's role at Vestwell?
D Richard is Implementations Relationship Manager (Implementation Manager)
What is D Richard's Phone Number?
D Richard's phone (205) ***-*376
What industry does D Richard work in?
D Richard works in the Human Resources industry.
D Richard Email Addresses
D Richard Phone Numbers
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