Jeff L. Email & Phone Number
Director of Retirement Operations - Member Services @ Orange County Employees Retirement System
5 free lookup(s).
Jeff L. Location
- San Marcos, CA, US
Jeff L. Work
- 2020 - now Director of Retirement Operations - Member Services @
- 2009 - 2020 Manager II, Benefit Trust Services and IT Manager and Office Manager @ Polycomp Administrative Services, Inc.
- 2005 - 2008 Manager, Pension Administration @ Polycomp Administrative Services, Inc.
- 2000 - 2005 Director, Variable Annuity Operations @ AIG SunAmerica
- 2000 - 2000 Manager, Qualified Plans Team @ AIG SunAmerica
- 1998 - 2000 Manager, Daily 401(k) Operations @ CBIZ Bass Consultants, Inc.
- 1996 - 1998 Assistant Manger @ MBM Advisors, Inc.
- 1995 - 1996 Supervisor, Support Services @ Texas Commerce Bank - AVE$TA
- 1992 - 1993 Temporary Employee (College Breaks) @
Jeff L. Education
- University of Pennsylvania - The Wharton School
(CEBS-GBA Group Benefits Associate)
2010 - 2013 - Texas A&M University
Bachelor (Accounting)
1990 - 1994 - Kingwood HS 1986 - 1990
Jeff L. Skills
- Accounting
- Retirement Planning
- Strategic Planning
- Microsoft Excel
- Risk Management
- Insurance
- Microsoft Word
- QuickBooks
- Microsoft Office
- 401k
- Financial Analysis
- Customer Service
- Real Estate
- Leadership
- Employee Benefits
- Management
- Vendor Management
- Investments
- Office Administration
- Office 365
- Pension Administration
- Banking
- 403 b
- ERISA
- Outside Sales
- Rollovers
- Data Analysis
- Benefits Administration
- Prevailing Wage
- 401(k) Retirement Savings Plans
Jeff L. Summary
- Jeff L., based in San Marcos, CA, US, is currently a Director of Retirement Operations - Member Services at Orange County Employees Retirement System. Jeff L. brings experience from previous roles at Polycomp Administrative Services, Inc. and AIG SunAmerica. Jeff L. holds a 2010 - 2013 University of Pennsylvania - The Wharton School. With a robust skill set that includes Accounting, Retirement Planning, Strategic Planning, Microsoft Excel, Risk Management and more. Jeff L. has 2 emails on RocketReach.
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