Betty Choate

Client Solution Manager at Beneco, part of FuturePlan by Ascensus
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Contact Information
us****@****om
(386) 825-5501
Location
Scottsdale, Arizona, United States, US
Skills

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Bio

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Credentials

  • HIPPA Certification
    Oregon Health & Science University
    Apr, 2011
    - Nov, 2024
  • Pension Administrator
    ASSPA
    Jun, 2005
    - Nov, 2024
  • Accidental/Health Producer
    Arizona Department of Insurance
    Oct, 2013
    - Nov, 2024
  • Life Producer
    Arizona Department of Insurance
    Oct, 2013
    - Nov, 2024

Experience

  • Beneco, part of FuturePlan by Ascensus
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Client Solution Manager
      • Jan 2017 - Present

    • Solution Specialist
      • Dec 2003 - Jan 2017

      Subject Matter Expert to assist current clients and prospective clients with plan design to allow clients to get the most from their Qualified Pension Plan.

  • Security Trust Company
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Retirement Process Specialist
      • Sep 2001 - Nov 2003

  • Becker & Associates
    • Recruiting Assistant
      • Jan 2000 - Aug 2001

  • Desert Inn
    • Las Vegas, Nevada Area
    • International Transactions/Cash Administrator
      • May 1997 - Jun 1999

  • Aztec Inn
    • Las Vegas, Nevada Area
    • Assistant Controller
      • Apr 1995 - May 1997

Education

  • Northern Illinois University - College of Business
    Bachelor of Science, General Management
    1980 - 1982
  • College of Lake County
    Associate of Science, Business
    1978 - 1980

Community

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