Sharon Burt

Sharon BurtTitle: Vice President, ERISA Compliance Manager

Company: City National Bank

Location: San Diego, CA

While working in insurance and handling retirement plans, Sharon Burt was given the opportunity to transfer over to the financial and banking industry. She joined City National Bank in October 1996 as the vice president and ERISA compliance manager and has become an integral part of its success. Her dedication and passion for her position have enabled her to excel and successfully assist her clients in securing their financial futures. In her role, Ms. Burt is responsible for overseeing the ERISA compliance unit, handling the legal plan documents for retirement plans, reporting finances to governments on the retirement plans, and consulting on retirement plans. For her stellar work, Ms. Burt received the Highest Achievement Award in 2011. Her illustrious career is defined by her dedication, perfectionism, and ability to build good relationships with clients. Ms. Burt looks to continue drawing on her experience, strong skill set and diverse knowledge of finance to work with clients around the world.

Contact Sharon Burt

Sharon Burt

Advertisements
This entry was posted in Uncategorized. Bookmark the permalink.