Iris Westfall
Plan Transfer Specialist Ii at Slavic401k
Based in Murfreesboro, United States
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Seniority
Staff
Department
Other
Location
Murfreesboro
Industry
Financial Services
Company size
148
Contact information
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i•••••••@slavic401k.com
Phone
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Background
About Iris Westfall
With a passion for driving business excellence through effective leadership, strategic financial management, and robust customer relationships, I am a plan transfer specialist II at Slavic401k, a leading provider of retirement solutions. In this role, I facilitate the seamless transfer of retirement plans from various sources, ensuring compliance, accuracy, and timeliness. My diverse professional background has equipped me with valuable skills and insights that enable me to excel in dynamic and challenging environments. I have a Bachelor of Science in Business Management and certifications in HR from Newman University. Additionally, I have experience in financial services, banking, entrepreneurship, and casino gaming, where I demonstrated my abilities in team building, conflict management, goal-setting, and problem-solving. As a multilingual communicator fluent in English, Mandarin, Cantonese, Hokkien, Teochew, and Taiwanese, I leverage my language skills to foster cross-cultural connections and drive successful outcomes in various contexts. I am always eager to learn new things, share insights, and explore new opportunities. I am excited to connect with fellow professionals, collaborate on impactful projects, and achieve our goals.
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