Chandler Julian, CPA, QKA, AIF - Email & Phone Number

Director of Recordkeeping at Nesteggs Retirement Plan Services, Inc.

Chandler Julian, CPA, QKA, AIF is based out of Charlotte, North Carolina, United States and works at Nesteggs Retirement Plan Services, Inc. as Director of Recordkeeping.

Chandler Julian, CPA, QKA, AIF's Contact Information

Latest update

May 17, 2024

Location

Charlotte, North Carolina, United States

Chandler Julian, CPA, QKA, AIF's Work History

Director of Recordkeeping

NestEggs Retirement Plan Services, Inc.

Jan 2023 - Present

Senior Manager - Business Systems Analysis

Charles Schwab

Aug 2020 - Jan 2023

President and Chief Financial Officer

ERISA Consultants

Sep 2018 - Aug 2020

Chief Operating Officer

ERISA Consultants

Nov 2014 - Aug 2020

Retirement Plan Administrator

ERISA Consultants

Nov 2010 - Nov 2014

Chandler Julian, CPA, QKA, AIF's Education

Lipscomb University

Master of Accountancy

2008 - 2013

Chandler Julian, CPA, QKA, AIF's Skills

Investments

Portfolio Management

Microsoft Office

Microsoft Excel

Microsoft Word

Financial Analysis

Chandler's current employer

Nesteggs Retirement Plan Services, Inc.

Description

Website

nesteggs.cc

HQ Location

Jacksonville, Florida, United States

Number of employees

11-50

Industry

Investment Management

Latest update

May 17, 2024

Read about Nesteggs Retirement Plan Services, Inc.

Frequent questions about Chandler Julian, CPA, QKA, AIF

What company is Chandler Julian, CPA, QKA, AIF working for?

Chandler Julian, CPA, QKA, AIF works for Nesteggs Retirement Plan Services, Inc..

What is Chandler Julian, CPA, QKA, AIF's function at Nesteggs Retirement Plan Services, Inc.?

Chandler Julian, CPA, QKA, AIF is Director of Recordkeeping at Nesteggs Retirement Plan Services, Inc..

Where is Chandler Julian, CPA, QKA, AIF based?

Chandler Julian, CPA, QKA, AIF is based out of Charlotte, North Carolina, United States.

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