Jean Dailey Email
Partner and Manager of Retirement Plans and Erisa Support @ Beltz Ianni & Associates
Jean Dailey Location
Rochester, New York, United States
Jean Dailey Work
- 2020 - now Partner and Manager of Retirement Plans and Erisa Support @ Beltz Ianni & Associates
- 2015 - now Manager of Retirement Plans and Erisa Support @ Enhanced Retirement Solutions
- 2014 - now Manager of Retirement Plans and Erisa Support at Beltz Ianni and Associates @ Beltz Ianni & Associates
- 1996 - 2014 Director of Consulting and Risk Management @ EPIC Retirement Plan Services
- 1986 - 1996 Manager of Employee Benefit Plans @ Chapman Collins Agostinelli & Shaw Pc Cpas
Jean Dailey Education
- Rochester Institute of Technology
Bachelor of Science (Accounting)
1981 - 1983
Jean Dailey Skills
- Retirement Planning
- Employee Benefits
- Management
- ERISA
- Retirement Plan Consulting
- Retirement
- Risk Management
- Qualified Retirement Plans
- Leadership
- Relationship Management
Jean Dailey Summary
Jean Dailey, based in Rochester, New York, United States, is currently a Partner and Manager of Retirement Plans and Erisa Support at Beltz Ianni & Associates, LLC. Jean Dailey brings experience from previous roles at Enhanced Retirement Solutions, Beltz Ianni & Associates, LLC, Epic Advisors, Inc. and Chapman Collins Agostinelli & Shaw Pc Cpas. Jean Dailey holds a 1981 - 1983 Bachelor of Science in Accounting @ Rochester Institute of Technology. With a robust skill set that includes Retirement Planning, Employee Benefits, Management, ERISA, Retirement Plan Consulting and more. Jean Dailey has 1 emails on RocketReach.
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Jean Dailey
Partner and Manager of Retirement Plans and Erisa Support at Beltz Ianni & Associates
Rochester, New York, United States1
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