Bailey Peterson

Senior Distribution Specialist at Atlantic Pension Services, Inc.
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Clarksville, Maryland, United States, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Retirement Plan Fundamentals
    ASPPA
    Jan, 2020
    - Nov, 2024

Experience

  • Atlantic Pension Services, Inc.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Distribution Specialist
      • Oct 2019 - Present

      Helping over 700+ diverse clients with their employees and retirement plan questions! Progressive knowledge in IRS Pension & Retirement Plan regulations & resources coupled with extensive customer relations. Experienced in: -distribution and loan processing in employer sponsored retirement accounts -payroll uploads -client account management and relations -B2B sales & 3(16) plans -20+ platform processing/uploads/reports -IRS regulations and updates -account management on small and large scale basis -loan calculations and amortizations Show less

  • Myofascial Release Center
    • United States
    • Hospitals and Health Care
    • 1 - 100 Employee
    • Physical Therapy Aide
      • Jun 2018 - Oct 2019

  • BB&T
    • United States
    • Financial Services
    • 700 & Above Employee
    • Branch Banker
      • May 2017 - Dec 2017

  • Philadelphia Rock Gyms (PRG)
    • United States
    • Recreational Facilities
    • 1 - 100 Employee
    • Keyholder
      • Mar 2012 - Dec 2017

Education

  • West Chester University of Pennsylvania
    Bachelor's of Science, Sports Medicine
    2013 - 2017

Community

You need to have a working account to view this content. Click here to join now