Donna Cunningham

Customer Service Representative at Tennessee Pension Administrators
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Contact Information
us****@****om
(386) 825-5501
Location
Oak Ridge, Tennessee, United States, US
Languages
  • English -

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Credentials

  • State of Tennessee Life & Health Insurance License
    -
    Sep, 2015
    - Sep, 2024

Experience

  • Tennessee Pension Administrators
    • Financial Services
    • 1 - 100 Employee
    • Customer Service Representative
      • Nov 2015 - Present

      Working closely with plan sponsors and participants to assist with their withdrawal requests from their retirement plans. This includes preparing the necessary internal paperwork as well as appropriate paperwork from vendor where plan asset are held. Working closely with plan sponsors and participants to assist with their withdrawal requests from their retirement plans. This includes preparing the necessary internal paperwork as well as appropriate paperwork from vendor where plan asset are held.

  • ORNL Federal Credit Union
    • United States
    • Banking
    • 200 - 300 Employee
    • Marketing Sales Assistant
      • Oct 2014 - Present

      Assisting advisors by scheduling appointments with clients and preparing packages for appointments with current information on investments so the advisor had all vital financial information. Also was responsible for doing marketing letters to ORNLFCU members to generate appointments. Assisted in planning client events. Assisting advisors by scheduling appointments with clients and preparing packages for appointments with current information on investments so the advisor had all vital financial information. Also was responsible for doing marketing letters to ORNLFCU members to generate appointments. Assisted in planning client events.

  • AAI International
    • United Kingdom
    • Maritime Transportation
    • 1 - 100 Employee
    • Accountant
      • Feb 2014 - May 2014
  • A
    • Motor Vehicle Manufacturing
    • 1 - 100 Employee
    • Account Executive
      • Feb 2001 - May 2013
  • American Heart Association
    • United States
    • Wellness and Fitness Services
    • 700 & Above Employee
    • Office Manager
      • Jun 1996 - Feb 2001

      Assisted Senior Director with all fundraising activities, which included mailings to guests on upcoming fundraising events. Worked closely with volunteers to schedule meetings and notify all participants accordingly. Handled all of the A/P and A/R in the office along with daily deposits. Responsible for counting all funds received at fundraising events. Assisted Senior Director with all fundraising activities, which included mailings to guests on upcoming fundraising events. Worked closely with volunteers to schedule meetings and notify all participants accordingly. Handled all of the A/P and A/R in the office along with daily deposits. Responsible for counting all funds received at fundraising events.

Education

  • Sharpstown Senior High School, Houston, Texas
    High School Diploma, English, Math and General Studies
    1979 - 1981

Community

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