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Jean L. Tanenbaum

Senior Relationship Manager at DST Systems; previously Wealth Management Systems, Inc.

Intro Book

Seasoned finance expert with 16+ years of experience in defined benefit, outsourcing, and financial services.

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Location

Short Hills, New Jersey, United States, US

Skills

Defined Benefit
Outsourcing
Retirement
Investments
Process Improvement
Management
Mutual Funds
Vendor Management
Financial Services
Budgets
Employee Benefits
Show all

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$125.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Jean Tanenbaum has 16 years of experience in finance, with a strong background in defined benefit, outsourcing, and financial services. She’s held senior roles at several companies, including DST Systems and Xerox. Her education from Wagner College adds credibility. Skills like defined benefit, outsourcing, and financial services are in demand. Location is Short Hills, NJ, which is a relatively affluent area. Considering her experience and education, I’d estimate her hourly rate to be around $125, which is slightly below the average for finance professionals with similar experience and qualifications. Some finance professionals with similar experience can charge $150-$200 per hour, but Tanenbaum’s background in defined benefit and outsourcing puts her in a slightly lower bracket.

Bio

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Topline AI

Jean L. Tanenbaum is a seasoned finance professional with 16 years of experience in defined benefit, outsourcing, retirement, investments, process improvement, management, and financial services. She has held senior roles at DST Systems, Xerox, and Mellon Financial Corporation, and has expertise in employee benefits, vendor management, and budgeting. Tanenbaum holds a Bachelor's Degree in Economics & Business Administration from Wagner College and is licensed in Series 6 and 63 securities.

Credentials

Series 6 and 63 licenses

-

Experience

DST Systems; previously Wealth Management Systems, Inc.
- New Jersey
- Senior Relationship Manager
  - Feb 2008 - Present
  - New Jersey
Xerox, formally ACS
- New Jersey
- SBU Manager
  - 1994 - 2008
  - New Jersey
Mellon HR Solutions
- New York
- Director of Implementation
  - 2005 - 2007
  - New York
  Senior Employee Benefits professional with extensive depth and breadth of experience in financial services specific to defined contribution and defined benefit management, operations, trustee and plan administration. Current management focus is providing consultative and technology rollover services for both plan participants and plan recordkeepers.
Mellon Financial Corporation
- Director of Implementation
  - 1994 - 2004
Bankers Trust Company
- New York
- Vice President
  - 1979 - 1992
  - New York

Education

1975 - 1978

Wagner College
Bachelor’s Degree, Economics & Business Administration

1975 - 1978

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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Jean L. Tanenbaum

Refer a Friend to Get
100 Credits For FREE

$125.0

Hourly Rate