Position:

Relationship Manager
 

Responsibilities

As a Relationship Manager, Dan specializes in the administration and support of Retirement Plans, serving as a key contact person for business owners and HR Professionals. He educates plan sponsors on ERISA compliance and tax law changes. Dan monitors accounts on an ongoing basis and conducts account reviews with clientele. He also handles tax preparation and testing functions.

Education

Bachelor of Arts - Business Management
University of Saint Thomas

Experience

Assistant Vice President, Relationship Manager
Wells Fargo Institutional Retirement and Trust

Defined Contribution Client Account Manager
Wells Fargo Institutional Retirement and Trust

Client Account Analyst | Payroll Contribution
Wells Fargo Institutional Retirement and Trust


 

Contact Information

Phone Numbers:
612-339-2343
800-658-9474

Email: dvanguilder@trustpointinc.com