We are continuing our Meet the Team Q&A series with our Client Engagement Administrator, Oksana Saavedra. Each week we will be giving the spotlight to an ADMIN team member allowing our community to get to know them better. Click below to see the profiles for...
The ADMIN partners team is always looking at different opportunities to stay informed and connect with the community. A couple days ago, Greg Verna, our National Sales and Client Engagement Manager attended the NAPA/NTSA ERISA 403(B) Advisor Conference in Washington...
We are continuing our Meet the Team Q&A series with our National Sales and Client Engagement Manager, Greg Verna. This week’s Q&A even includes photos of Greg's new puppy, Arlo and his gorgeous family! Each week we will be giving the spotlight to an ADMIN team...
We are continuing our Meet the Team Q&A series with our Head of Information Technology, Rachel Pastorella. This week's Q&A even includes a candid photo of Rachel's puppy, Reggie! Each week we will be giving the spotlight to an ADMIN team member allowing our...
We are continuing our Meet the Team Q&A series with our VP of Operations & Client Services, Maria Speeney-Johnson. Each week we will be giving the spotlight to an ADMIN team member allowing our community to get to know them better. Click below to see the...
Join our amazing team today! We are currently hiring for a Contribution Analyst. It is a full-time position in our Client Services department. Candidate must be highly motivated and have the ability to interact well with a diversified group of employees in a team...