Jeff Lamberson is a qualified professional, who works in Orange County Employees Retirement System main office of which is in 636. on the position of Director of Member Services from 2020. Jeff has earned professional experience in more than nine positions at various companies. Jeff Lamberson went to the The Wharton School and received education there from 2010 to 2013. This person has these qualifications: Gba. San Diego, California is the city, where this person was lastly known to be situated. Their contacts can be accessed through Connexy on demand.
Name variants:
Geoffrey Lamberson,
Jefferson Lamberson,
Jeffrey Lamberson
Contact Information
Last Update
Jun 27, 2022
Email
jl**@polycomp.net
Location
San Diego, CA
Company
Orange County Employees Retirement System
Workplace
Director of Member Services
Work History
Director of Member Services
2223 east Wellington Ave, Santa Ana, CA 92701
from Feb 2020
Manager Ii , Benefit Trust Services and Information Technology Manager, Office Manager
3000 Lava Ridge Ct SUITE 130, Roseville, CA 95661
from Jan 2009
Manager, Pension Administration
3000 Lava Ridge Ct SUITE 130, Roseville, CA 95661
Managed and built relationships with clients, referral sources and investment providers including stepping in as the outside sales person for 8 months for both IRA and Pension administratio...
Sep 2005 — Dec 2008
Manager, Qualified Plans Team
Managed and developed 24 employees in a call center environment
Assets under management totaled in excess of $1.5 Billion in retirement plan business
Consulted with IT and Legal departmen...
Jul 2000 — Sep 2000
Manager, Daily 401 Operations
Developed and maintained client and broker relationships
Managed and developed 8 employees in 401(k) Daily Recordkeeping Department
Assets under management totaled in excess of $300 milli...
Apr 1998 — Jun 2000
Assistant Manager
Managed systems analysis and maintenance on TrustMark daily valuation system
Coordinated roll-out of multiple software packages from testing through production stages
Problem solving and ...
Sep 1996 — Mar 1998
Supervisor, Support Services
Developed programs to run reports to aid all internal and external customers
Created and maintained statement programs for new and existing clients
Analyzed inefficiencies and established...
Feb 1995 — Sep 1996
Temporary Employee
Worked as a clerk in the HR department. Filing, scanning and copying documents for employee files. Assisted in the investigation of fuel theft from the refinery resulting in arrests.
1992 — 1993
Education
Occupations
Executive
Director
HR Specialist
Human Resources Specialist
Manager
Information Technology Director
Office Assistant
Operations Manager
Recruitment
IT Manager
Office Clerk
Clerical Specialist
Skills
Insurance
Management
Accounting
401K
Leadership
Employee Benefits
Financial Analysis
Strategic Planning
Risk Management
Customer Service
Microsoft Excel
Retirement Planning
Microsoft Word
Microsoft Office
Real Estate
Vendor Management
Investments
Quickbooks
Office Administration
Office 365
Pension Administration
Banking
403 B
Erisa
Outside Sales
Rollovers
Data Analysis
Benefits Administration
Prevailing Wage
401 Retirement Savings Plans
FAQs about Jeff Lamberson
What's the main profession of Jeff Lamberson?
This professional's job is Director of Member Services
What jobs is Jeff a professional at?
Jeff Lamberson is proficient at such jobs as Executive and Director.
Where does Jeff Lamberson live?
San Diego, California is the place where Jeff Lamberson lives
What is the expert's email?
Jeff's email is jl**@polycomp.net.
How many companies did Jeff Lamberson work at?
Jeff Lamberson worked at nine jobs.
What education does Jeff Lamberson have?
Jeff studied at the Wharton School from 2010 to 2013.
Are there any professional certifications Jeff Lamberson has?
The professional received the following certifications: Gba.
What is the industry that Jeff Lamberson worked in?
This person works in Human Resources industry.