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Annie Messer Location
Mount Vernon, IA, US
Annie Messer Work
2026 -now President @
2023 -2026 President, Member Relations @
2023 -now Vice President, Fiduciary Services @
2022 -2023 AVP, Advisory Solutions- Plans and Planning @
2021 -2023 AVP, Fiduciary Services @
2009 -2021 Senior Director, Fiduciary Services @
Annie Messer Education
Western International University
Bachelor of Arts (B.A.) (Human Resources Management and Services)
Annie Messer Skills
Group Retirement Plans
ERISA Consulting
Advanced Planning Resources
Wealth Strategies Guidance and Support
Education Funding
Tax Planning
Estate Planning
Retirement Income Planning
Retirement Planning
Niche Marketing Support
Financial Planners
Series 7
Wealth Management Services
Retirement
401k
Investment Advisory
Mutual Funds
Uniform Combined State Law
Annie Messer Summary
Annie Messer, based in Mount Vernon, IA, US, is currently a President at Pension Resource Institute, LLC. Annie Messer brings experience from previous roles at Pension Resource Institute, LLC, Group Plan Systems, LLC and Cambridge Investment Research, Inc.. Annie Messer holds a Bachelor of Arts (B.A.) in Human Resources Management and Services @ Western International University. With a robust skill set that includes Group Retirement Plans, ERISA Consulting, Advanced Planning Resources, Wealth Strategies Guidance and Support, Education Funding and more. Annie Messer has 2 emails and 1 mobile phone numbers on RocketReach.
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