Jeff Larsen Email & Phone Number
Director, Retirement Plan Services @ Three Bell Capital
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Jeff Larsen Location
- California, United States
Jeff Larsen Work
- Director, Retirement Plan Services @ (June 2016 - Present)
- Retirement Plan Specialist @ (August 2014 - June 2016)
- Senior Plan Administrator @ Carlson Quinn (May 2010 - August 2014)
- Pension Administrator @ (August 2009 - January 2010)
- Account Manager @ (January 2004 - August 2009)
Jeff Larsen Education
- San Jose State University
Bachelor of Science (Business Administration, Finance)
1998-2002
Jeff Larsen Skills
- Retirement Planning
- Retirement Plan Consulting
- Defined Benefit
- Retirement
- ERISA
- Defined Contribution
- 401k
- Financial Reporting
- Accounting
- Customer Service
- Pensions
- Insurance
- Pension Administration
- Financial Planning
- Employee Benefits
- Series 65
- 401(k) Retirement Savings Plans
- Life Insurance
- California Life and Health Insurance License
Jeff Larsen Summary
- Jeff Larsen, based in California, United States, is currently a Director, Retirement Plan Services at Three Bell Capital. Jeff Larsen brings experience from previous roles at BPM (Burr Pilger Mayer), Carlson Quinn, Primark Benefits and The Standard. Jeff Larsen holds a 1998 - 2002 Bachelor of Science in Business Administration, Finance @ San Jose State University. With a robust skill set that includes Retirement Planning, Retirement Plan Consulting, Defined Benefit, Retirement, ERISA and more. Jeff Larsen has 2 emails and 1 mobile phone numbers on RocketReach.
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