Jennifer Email & Phone Number
Senior Consultant @ CEP Consultants, Inc.
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Jennifer Location
- Lexington, SC, US
Jennifer Work
- 2024 - now Senior Consultant @
- 2020 - 2024 Retirement Plan Consultant @
- 2019 - 2019 Senior Plan Administrator @
- 2012 - 2018 Senior Compliance Analyst @
- 2006 - 2012 Compliance Analyst @
- 2001 - 2006 Pension Administrator @ TR Paul
- 1999 - 2001 Move Specialist @
- 1999 - 2001 Move Specialist @ Cartus (formerly Cendant Mobility)
Jennifer Education
- State University of New York at Plattsburgh
Bachelor of Science (Mathematics & Secondary Education - Mathematics)
1991 - 1994 - Dutchess Community College
Associate's Degree (Liberal Arts and Sciences/Liberal Studies)
1988 - 1990 - Rhinebeck High School 1984 - 1988
Jennifer Skills
- Pensions
- Administration
- Profit Sharing
- 401k
- Excel
- Customer Relations
- Customer Service
- Microsoft Excel
- Defined Contribution
- Retirement Plan Consulting
- Defined Benefit
- Employee Benefits
- Qualified Retirement Plans
- ERISA
- Retirement
- Mutual Funds
- FINRA
- Retirement Planning
- Financial Services
- Investments
- Form 5500 preparation
- Form 5500
- 401(k) Retirement Savings Plans
- Retirement Benefits
- Retirement Savings
- Pension Administration
- Benefit Plan Administration
- Retirement Services
- 401K Retirement Savings Plans
- 401 Retirement Savings Plans
Jennifer Summary
- Jennifer, based in Lexington, SC, US, is currently a Senior Consultant at CEP Consultants, Inc.. Jennifer brings experience from previous roles at Ascensus, Northeast Professional Planning Group, Inc. and Pentegra Retirement Services. Jennifer holds a 1991 - 1994 Bachelor of Science in Mathematics & Secondary Education - Mathematics @ State University of New York at Plattsburgh. With a robust skill set that includes Pensions, Administration, Profit Sharing, 401k, Excel and more. Jennifer has 4 emails and 2 mobile phone numbers on RocketReach.
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Top CEP Consultants, Inc. Employees
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