Jodi MacLeod
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Executive Summary
Jodi MacLeod is a highly experienced professional with 22 years of work experience in insurance, investments, customer service, financial services, and marketing. Based in Omaha, Nebraska, Jodi is currently working as an Account Administrator at Lockton Retirement Services. With a holistic approach, Jodi specializes in retirement programs to reduce risk and provide employee opportunities for financial security. Jodi's expertise lies in investment selection, plan design, fiduciary risk mitigation, administrative project management, and employee education. As a global professional services firm, Lockton specializes in risk management, employee benefits, and retirement services. Jodi is dedicated to understanding clients to deliver exceptional results and is dedicated to delivering exceptional results.
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Creative Planning Retirement Services
Business Process Specialist
Business Process Specialist
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