Anne Hardy
Account Manager, Retirement Services at Lockton Retirement Services- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Charlotte, North Carolina, United States, US
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Experience
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Lockton Retirement Services
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United States
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Financial Services
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1 - 100 Employee
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Account Manager, Retirement Services
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Aug 2021 - Present
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Principal Financial Group
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United States
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Financial Services
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700 & Above Employee
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Sr. Internal Wholesaler- Mid Market
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Apr 2015 - Aug 2021
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Senior Client Implementation Manager
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Jan 2013 - Apr 2015
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Emerging Compliance Associate
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Nov 2006 - Jan 2013
• Plan compliance testing• Plan design• Form 5500 consulting
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Client Transaction Technician
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Mar 2006 - Dec 2006
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Education
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2004 - 2008
Upper Iowa University
Bachelors, Business Administration- Finance and Human Resources Emphasis
Community
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