Position:
Retirement Plan Consultant at SageView Advisory Group
Location:
Orange County, California Area
Work:
SageView Advisory Group
- Irvine, CA since Feb 2013
-
Retirement Plan Consultant
Benefit Funding Services Group
Jun 2010 - Feb 2013
-
Retirement Plan Consultant
AllianceBernstein Investments
Jun 2006 - Jun 2010
-
Defined Contribution Associate
Commerce Capital Markets (TD Bank)
- Cherry Hill, NJ Sep 2004 - Jun 2006
-
401(k) Representative
Education:
Richard Stockton College of New Jersey 2002 - 2004
Bachelor of Arts, Marketing
Fairleigh Dickinson University 1998 - 2000
Skills:
401k, Employee Benefits, Mutual Funds, Asset Allocation, Asset Management, Retirement Planning, Investments, Retirement, Institutional, Series 6, Vendor Relations, Investment Products