Brent Jochim

Internal Sales Manager

Ascensus

May 2022 - Current (4 years 4 months)

Sr. Retirement Plan Manager

Ascensus

Sep 2020 - May 2022 (1 year 9 months)

Retirement Plan Manager - TPA Plans Division

OneAmerica

May 2018 - Sep 2020 (2 years 5 months)

Internal Sales Consultant

OneAmerica

Jul 2017 - May 2018 (11 months)

Retirement Plan Consultant

OneAmerica

Mar 2015 - Jul 2017 (2 years 5 months)

-Works with clients on the daily administration of all types of Retirement Plans -Responsible as an individual and as a member of a team for the overall quality of service provided to internal and external customers -Responsible for the core activities of participant/client service, administrative record keeping including accuracy, timeliness and documentation of communication. -Responsible for sharing information with internal customers and bringing decision to a resolution - Responsible for helping prepare/complete 5500 Forms, as well as 401K plan testing.

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Resource and Services Manager

Aspect Supportability Consultants LLC

Oct 2013 - Feb 2015 (1 year 5 months)

http://www.aspect-support.us.com Actively consulting within Rolls-Royce, my responsibilities include: to manage data passing between Aspect and Rolls-Royce, provide customer support for the Raytheon EAGLE program suite offered by Aspect, and maintain a good working relationship with our customer. I work on multiple programs while at Rolls-Royce, including; LiftSystem for the Joint Strike Fighter (JSF)F-35, T56, and AE 3007. My duties at Aspect have ranged from business development to supply chain. We have a very skilled group of employees with many years of experience in the support engineering field. Our skills have been finely tuned to deliver consistent quality and they are outlined below: • Integrated Logistics Support (ILS) • Techn

Retirement Specialist

Charles Schwab

Sep 2006 - Oct 2013 (7 years 2 months)

-Assist our internal and external clients with questions regarding Schwab account applications, account update requests as well as client correspondence -Assist and resolve client issues that relate to retirement, trust and estates, helping them navigate Schwab products and services -Assist beneficiaries/executors as well as internal partners in processing a deceased client's estate, assisting beneficiaries in taking ownership of assets -Assist and resolve client issues that relate to trust and estates, helping them navigate Schwab products and services -Subject expert to both internal and external clients.

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