David Allum

Onboarding Conversion Specialist

Skills

Retirement plan administration, ESOP, Salesforce reporting, Regulatory compliance, Onboarding operations, Microsoft Excel, PensionPro, SQL, Python, Microsoft Access

About

Financial operations specialist with 11+ years onboarding retirement plans at Voya Financial and Blue Ridge Associates, known for Salesforce reporting and workflow automation. Former Series 6 licensee.