Jennifer Email & Phone Number
Senior Consultant @ CEP Consultants, Inc.
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Jennifer Location
- Lexington, SC, US
Jennifer Work
- Senior Consultant @ (April 2024 - Present)
- Retirement Plan Consultant @ (January 2020 - April 2024)
- Senior Plan Administrator @ (January 2019 - December 2019)
- Senior Compliance Analyst @ (January 2012 - December 2018)
- Compliance Analyst @ (August 2006 - January 2012)
- Pension Administrator @ TR Paul (January 2001 - January 2006)
- Move Specialist @ (January 1999 - January 2001)
- Move Specialist @ Cartus (formerly Cendant Mobility) (January 1999 - January 2001)
Jennifer Education
- State University of New York College 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 College at Plattsburgh. With a robust skill set that includes Pensions, Administration, Profit Sharing, 401k, Excel and more. Jennifer has 4 emails and 3 mobile phone numbers on RocketReach.
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