Position:
Client Service Manager, Retirement Plan Services at TRI-AD
Work:
TRI-AD
- Escondido, CA since Dec 2011
-
Client Service Manager, Retirement Plan Services
New York Life Retirement Plan Services
- Parsippany, NJ Jan 2008 - Oct 2011
-
Relationship Manager
New York Life Retirement Plan Services
- Parsippany, NJ Mar 2006 - Jan 2008
-
Client Account Manager
Bank of America
- Cranford, NJ Aug 2004 - Mar 2006
-
Client Service Associate - Retirement Plan Services Division
The Epler Company
- San Diego, CA Nov 2001 - Jul 2004
-
Benefits Consultant
Milliman USA, Consultants & Actuaries
- West Paterson, NJ Jul 1999 - May 2001
-
Plan Analyst/Account Manager
Education:
University of Scranton 1995 - 1999
Bachelors, Economics