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Jeremy Beasley, Apa profile image

Jeremy Beasley, Apa

Senior Client Manager at CBIZ
Intro Book
Expertise in Financial Services and Retirement Planning.
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Location
Baltimore, Maryland, United States, US
Languages
  • English -
Skills
  • Financial Services
  • Retirement Planning
  • Pensions
  • Insurance
  • Retirement
  • Show all
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Bio

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Jeremy Beasley is a seasoned professional with expertise in Financial Services, Retirement Planning, and Pensions. He has over 2 years of experience as a Senior Client Manager at CBIZ, and previously held roles as a Pension Administrator at Gorrelick, Tievy & Abacus and a Retirement Administrator at RCM&D. He holds a Bachelor's Degree in Financial Economics from the University of Maryland Baltimore County.

Experience

  • CBIZ
    • Senior Client Manager
      • Jun 2022 - Present

  • Riggs, Counselman, Michaels & Downes
    • Baltimore, Maryland Area
    • Client Manager
      • Nov 2019 - Jun 2022
      • Baltimore, Maryland Area

  • Gorrelick, Tievy & Abacus
    • Rockville, MD
    • Pension Administrator
      • Sep 2017 - Nov 2019
      • Rockville, MD

  • RCM&D
    • Baltimore, Maryland Area
    • Retirement Administrator
      • Nov 2014 - Jun 2017
      • Baltimore, Maryland Area

      • Controlled all facets of plan operation for a book of business including 401(a), 401(k), 457(b) and 457(f) plans• Partnered with Plan Sponsors and Participants as a technical resource and maintained a high level of customer satisfaction• Performed annual discrimination testing and corrected plan failures within annual deadlines• Compiled Form 5500 (both standard and short form) and associated tax Schedules/Forms• Completed plan document reviews and restated retirement plans to the PPA format

Education

  • 2001 - 2007
    University of Maryland Baltimore County
    Bachelor's Degree, Financial Economics

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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