Tim Whall
Senior Retirement Service Consultant at Ascensus | Gilbert, Arizona, United States
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Tim Whall serves as a Senior Retirement Service Consultant at Ascensus, where he leverages his extensive expertise in retirement plan administration and client relationship management to enhance the overall client experience. With a proven track record of managing client portfolios exceeding $600 million in assets, Tim is dedicated to driving business growth and optimizing operational efficiency. His role involves providing critical support to financial advisors, third-party administrators, and plan sponsors, ensuring that their inquiries are addressed promptly and effectively.
At Ascensus, Tim plays a pivotal role in fostering collaboration among internal teams, focusing on process improvement and risk management. He is adept at capturing the voice of the client, utilizing insights to identify areas for efficiency gains and enhancements. By analyzing proactive reports and conducting periodic touchpoints, Tim ensures that client needs are met while also striving to retain clients through cost-effective solutions and exceptional service delivery. His commitment to customer satisfaction is evident in his approach to relationship building, where he emphasizes open communication and a deep understanding of client objectives.
Tim’s expertise in defined contribution plans, particularly 401(k) retirement savings plans, positions him as a subject matter expert in the industry. His skills in business process improvement and coaching enable him to guide clients through complex retirement plan structures, ensuring they derive maximum value from their investments. As a passionate advocate for world-class client experiences, Tim Whall continues to make significant contributions to the retirement services landscape, driving engagement and fostering long-term partnerships.
Senior Retirement Service Consultant at Ascensus in April 2021 to Present
Principal Consultant at Apps Associates in November 2022 to September 2023
Relationship Manager at Beneco, part of FuturePlan by Ascensus in March 2020 to April 2021
Relationship Manager at Bank of America in August 2019 to March 2020
Agent at New York Life Insurance Company in May 2019 to August 2019
Manager, Relationship Management at WageWorks in September 2015 to November 2018
Manager of Client Services at Cole Capital in January 2012 to September 2015
Manager of Client Services at Beneco in September 2010 to January 2012
Relationship Manager at Beneco Inc in March 2008 to January 2012
Client Relationship Manager at Vanguard in October 2004 to February 2008
Principal Systems Analyst at Fidelity Investments in June 2000 to June 2004
Technical Consultant at John Hancock Signature Services in January 1999 to January 2000
Participant Service Representative at John Hancock Signature Services in January 1998 to January 1999
Individual Retirement Consultant at Vanguard in January 1996 to January 1998
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Negotiation
Strategic Communications
Alternative Investments
Relationship Building
Account Management
Client Relations
Business Development
Management
Leadership
Financial Services
CRM
Strategy
Process Improvement
Investments
Employee Benefits
401k
Portfolio Management
Training
Sales
Change Management
Relationship Management
Benefits Administration
Retirement
Business Planning
Customer Service
Marketing
Mutual Funds
Salesforce.com
Retirement Planning
Consulting
Call Centers
Customer Satisfaction
Business Process
Business Analysis
Strategic Planning
Coaching
Workshop Facilitation
Database Administration
Payroll
Oracle
Research
Defined Contribution
Vendor Relationship Management
Capital Markets
Analysis
Vendor Management
Project Management
Business Process Improvement
Customer Relationship Management (CRM)
401(k) Retirement Savings Plans
Virtual Teams
Employee Coaching
Organizational Culture
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Discover more about AscensusWhat is Tim Whall email address?
Email Tim Whall at [email protected] and [email protected]. This email is the most updated Tim Whall email found in 2026.
What is Tim Whall phone number?
Tim Whall phone number is +14802548174 and +19252002532.
How to contact Tim Whall?
To contact Tim Whall send an email to [email protected] or [email protected]. If you want to call Tim Whall try calling on +14802548174 and +19252002532. (updated on September 13, 2024)
What is Tim Whall net worth?
Tim Whall has an estimated net worth of $25,000 to $49,999
What company does Tim Whall work for?
Tim Whall works for Ascensus
What is Tim Whall's role at Ascensus?
Tim Whall is Senior Retirement Service Consultant
What industry does Tim Whall work in?
Tim Whall works in the It Services And It Consulting industry.
Tim Whall Email Addresses
Tim Whall Phone Numbers
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