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sharon-burtTitle: Manager of Consulting Services

Company: OneAmerica Retirement Services LLC

Location: San Diego, CA


SAN DIEGO, CA, January 3, 2017, Sharon A. Burt, Manager of Consulting Services at OneAmerica Retirement Services LLC, has been recognized by Elite Women Worldwide, for dedication, achievement and leadership in retirement consultation.

Ms. Burt has 35 years of professional experience, with 19 years as a manager of consulting services at OneAmerica Retirement Services LLC. On a daily basis, she 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.

While working in insurance and handling retirement plans, Ms. 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.

Looking back, Ms. Burt attributes her success to her dedication, perfectionism, and ability to build good relationships with clients. She became involved in her profession because it was a great opportunity, and she was working in insurance, handling retirement plans.

Ms. Burt received a Bachelor of Arts in mathematics from UCLA. She maintains affiliation with the National Institute of Pension Administrators, Western Pension Benefits and the Association of Specialized and Professional Accreditors.

Contact Sharon Burt