Jackie Mcdowell
Account Service Representative at Retirement Clearinghouse- Claim this Profile
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Bio
Experience
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Retirement Clearinghouse
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United States
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Financial Services
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1 - 100 Employee
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Account Service Representative
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Oct 2017 - Present
Provide education to participants about 401(K), IRA and retirement plans assisted employees by explaining available products, plans and pricing structure and providing technical assistance with online account registration and system tools. Provide education to participants about 401(K), IRA and retirement plans assisted employees by explaining available products, plans and pricing structure and providing technical assistance with online account registration and system tools.
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GASTON COUNTY SCHOOLS
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United States
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Education Administration Programs
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400 - 500 Employee
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Cafeteria Manager
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Nov 2009 - Oct 2017
Provided general supervision to employees. Performed manual labor serving meals and other food, and assisting in meal setup and cleanup tasks in a school cafeteria. Work involved serving meals or a la carte items at a serving line and participating in various cleanup activities. Performed routine tasks to assist in food preparation and record keeping. Provided general supervision to employees. Performed manual labor serving meals and other food, and assisting in meal setup and cleanup tasks in a school cafeteria. Work involved serving meals or a la carte items at a serving line and participating in various cleanup activities. Performed routine tasks to assist in food preparation and record keeping.
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Vanguard
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United States
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Financial Services
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700 & Above Employee
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Client Relationship Specialist
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Nov 1997 - Oct 2003
Assisted all types of investors with meeting their financial goals. Assisted young adults opening a first account, a families saving for a children's college education or invest for their first home. Also assisted high net worth clients in preserving their wealth and entrepreneurs managing their small-business retirement plans. Assisted all types of investors with meeting their financial goals. Assisted young adults opening a first account, a families saving for a children's college education or invest for their first home. Also assisted high net worth clients in preserving their wealth and entrepreneurs managing their small-business retirement plans.
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