Michael Gray
About Michael Gray
Michael Gray is a Withdrawal Processing Specialist at Creative Planning LLC, where he has worked since 2021. He holds a B.A. in Telecommunications from Michigan State University and is skilled in compliance with retirement plan regulations.
Work at Creative Planning
Michael Gray has been employed at Creative Planning LLC since 2021, serving as a Withdrawal Processing Specialist. In this role, he is responsible for managing the withdrawal processing operations, ensuring that all activities are conducted efficiently and in accordance with regulatory standards. His work involves utilizing various software and platforms to facilitate the distribution processes.
Education and Expertise
Michael Gray earned a Bachelor of Arts degree in Telecommunications from Michigan State University, where he studied from 1980 to 1985. His educational background provides a foundation for his expertise in the financial services sector, particularly in withdrawal processing and compliance with retirement plan regulations.
Background
Michael Gray has developed a strong professional background in withdrawal processing, focusing on compliance with Department of Labor and IRS regulations related to retirement plans. His experience includes proficiency in using Datair software, which he employs for daily processing tasks.
Technical Skills
Michael Gray is proficient in using Datair software for withdrawal processing. He also utilizes multiple platforms, including Aspire, Nationwide, and John Hancock, to manage and execute distribution processes. His technical skills support his role in ensuring accurate and compliant processing of withdrawals.