dawn puky
assistant vice president at wachovia executive benefits group
About
Assistant Vice President at Wachovia Executive Benefits Group
united states
charlotte
banking
customer service, strategic planning, wealth management, employee benefits, strategic financial planning, series 7
Experience
assistant vice president at wachovia executive benefits group
wells fargo
* Provide consulting services regarding nonqualified benefit programs for executives * Trust services to include change in control and discretionary investment management services * Recordkeeping services and plan administration considerations for a variety of plan designs * Benefit payment services and tax reporting * Plan Administration Committee – member; committee is responsible for benefit determinations
Education
college of charleston
business administration
dawn puky's Contact Information
Phone
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