Jerry Bettner

Director-Operations Center of Excellence

Jerry Bettner is a seasoned professional in the field of accounting and finance, holding dual Bachelor's degrees in Accounting and Business Administration from the University of Cincinnati. Jerry has been a Certified Public Accountant (CPA) since 1986 and a Qualified 401(k) Administrator since 2004. From 2012 to 2019, Jerry held several leadership roles at Fidelity Investments, including Director of the Operations Center of Excellence and Director of Client Services, where they led a team servicing over 500 retirement plans. Prior experience includes serving as the Director of Research Accounting at Cincinnati Children's Hospital Medical Center and as an Accounting Manager at United Dairy Farmers.

Location

Latonia Lakes, United States

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