Marilyn Jager possesses extensive experience in client management, distribution consulting, and customer service within the financial services sector. At Wells Fargo, Marilyn served as a Distribution Consultant for Qualified Retirement Plans, focusing on asset retention and providing consultative services to participants. Additionally, Marilyn held roles such as Client Account Manager and Client Management Consultant at various organizations, including CAPTRUST and Principal Financial Group, demonstrating expertise in plan deconversions, anti-money laundering compliance, and operational efficiency. Prior experience includes managing a financial call center at Retirement Clearinghouse and leading customer service teams at Aon, contributing to personal finance education and enhancing service delivery. Marilyn Jager holds a Bachelor of Science degree from James Madison University.
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