Michele Morris

Operations Specialist at EPIC Retirement Plan Services
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Contact Information
us****@****om
(386) 825-5501
Location
Buxton, Maine, United States, US

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Experience

    • United States
    • Financial Services
    • 100 - 200 Employee
    • Operations Specialist
      • Nov 2021 - Present

    • United States
    • 1 - 100 Employee
    • Manager
      • Oct 2019 - May 2021

      Manager Manager

    • United States
    • Government Administration
    • 700 & Above Employee
    • City Carrier
      • Dec 2016 - Feb 2017

      Delivery of mail/packages to residential/business locations Delivery of mail/packages to residential/business locations

    • United States
    • Financial Services
    • 100 - 200 Employee
    • Compliance Analyst
      • Jan 2015 - Dec 2016

      Performed work necessary to maintain assigned client retirement plans in compliance with federal laws and regulations Performed work necessary to maintain assigned client retirement plans in compliance with federal laws and regulations

    • Financial Services
    • 1 - 100 Employee
    • Record Keeper/Compliance Anaylst
      • Aug 2009 - Jan 2015

      Processed daily transaction activity for DC plans Processed daily transaction activity for DC plans

    • United States
    • Financial Services
    • 700 & Above Employee
    • Defined Contribution Assistant
      • Apr 2004 - Aug 2009

      Processed daily transaction activity for DC plans Processed daily transaction activity for DC plans

Education

  • University of Southern Maine
    Bachelor of Arts - BA, English Language and Literature/Letters
    1997 - 2001

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