Verified recordFinancial Services

Sonja Canacari

Lead Retirement Plan Specialist at Lt Trust, A Division Of American Trust

Based in Denver, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Denver

Industry

Financial Services

Company size

83

Contact information

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Email

1 credit

s•••••••@lttrust.com

Phone

5 credits

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Background

About Sonja Canacari

Incoming Phone calls monitoring and handling of escalated calls Qualifed Plan Fee and Statement Process Process Improvement-Measurement of perfomance and trends Employee development and guidance Project Management related to InnoTrust conversion, establishement of Credit Card payment options for clients, 2014 Qualified Plan Document Restatement support Vendor relations, purchasing and contract negotiations Stellent IBPM and imaging workflow expertise Records managment

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