Joanna Weathers
About Joanna Weathers
Joanna Weathers is a Government Filings Specialist at Guideline with extensive experience in the financial services industry, specializing in Form 5500 preparation and client relations.
Current Role at Guideline
Joanna Weathers currently holds the position of Government Filings Specialist at Guideline. She began her tenure in this role in 2022. As a specialist in government filings, she focuses on the preparation of Form 5500, which is a critical part of her duties.
Previous Experience at Ubiquity Retirement + Savings
Joanna Weathers worked at Ubiquity Retirement + Savings as an Implementation Specialist from 2021 to 2022, for a period of 8 months. During her time there, she was involved in implementing retirement savings plans, ensuring smooth transitions, and enhancing the overall client experience.
Experience at Nova 401(k) Associates
From 2019 to 2021, Joanna served as a DC Account Manager at Nova 401(k) Associates. In this role, she managed defined contribution accounts, which helped her build strong client relations and deepened her expertise in account management.
Long Tenure at Fidelity Investments
Joanna Weathers spent 18 years at Fidelity Investments, from 2001 to 2019, as a Testing and Reporting Analyst IV. Her long tenure at Fidelity provided her with extensive experience in testing and reporting, further sharpening her analytical skills in the financial services sector.
Educational Background in Marketing
Joanna Weathers studied at Texas Wesleyan University, where she achieved a Bachelor of Business Administration (BBA) in Marketing. Her educational background has equipped her with the necessary skills to understand market dynamics and client needs, contributing significantly to her role in financial and customer service sectors.
Specialization in Form 5500 Preparation
Joanna specializes in the preparation of Form 5500, a significant component of government filings. This specialization is central to her current role at Guideline, where she ensures compliance and accurate reporting for employee benefit plans.