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Annie Roman Location
Roseville, CA, US
Annie Roman Work
Compliance Leader @ (August 2006 - Present)
Pension Administrator @ Atteberry/Searle (April 2002 - August 2006)
Compliance Specialist @ Invesmart of Silicon Valley (June 2000 - July 2001)
Annie Roman Education
University of California, Santa Cruz
B.A. (Economics)
1996-2000
San Francisco University High School 1992-1996
Annie Roman Skills
Tax
Qualified Retirement Plans
ERISA
Employee Benefits
Pensions
Retirement
401k
Retirement Plan Consulting
Defined Benefit
Retirement Planning
Financial Planning
Profit Sharing
Annie Roman Summary
Annie Roman, based in Roseville, CA, US, is currently a Compliance Leader at Polycomp Administrative Services, Inc.. Annie Roman brings experience from previous roles at Atteberry/Searle and Invesmart of Silicon Valley. Annie Roman holds a 1996 - 2000 B.A. in Economics @ University of California, Santa Cruz. With a robust skill set that includes Tax, Qualified Retirement Plans, ERISA, Employee Benefits, Pensions and more. Annie Roman has 1 emails and 2 mobile phone numbers on RocketReach.
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