Dan Bergman has extensive experience in client service and retirement plan management, currently serving as a Senior Client Service Manager at Empower since September 2014. In this role, Dan assists employers with managing their retirement plan operations, building on a foundation of strong client relationships established while serving over 275 retirement plan sponsors. Prior positions include Client Service Manager, Plan Services Account Coordinator, and Callback Specialist, demonstrating a progression of responsibility in client support. Dan's earlier career includes significant experience at JPMorgan Chase and Washington Mutual Bank, alongside various roles at cbbt, where skills in financial services and management were developed. Dan holds a Bachelor's Degree in Human Resources Management from Regis University and multiple degrees from Community College of Aurora and the University of Phoenix, underscoring a commitment to professional development in human resources and business.
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