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Jennifer Swets Location
Virginia Beach, VA, US
Jennifer Swets Work
Partner - Retirement Plan Consultant @ (October 2017 - Present)
Senior Manager, Retirement Plan Services @ (July 2009 - October 2017)
Manager - Retirement Plan Services @ (December 2004 - July 2009)
Assistant Client Consultant @ (August 2002 - December 2004)
Jennifer Swets Education
William & Mary
BBA & BA (Finance, Government)
1998-2002
William & Mary – Raymond A. Mason School of Business 1998-2002
Cape Henry Collegiate School 1995-1998
Jennifer Swets Skills
401k
Pensions
Retirement Planning
Employee Benefits
ERISA
Defined Benefit
Trusts
Strategic Financial Planning
Investments
Tax
Estate Planning
Retirement
Financial Advisory
Financial Services
Management
Investment Advisory
Wealth Management
Financial Planning
Mutual Funds
401(k) Retirement Savings Plans
Pension Funds
Jennifer Swets Summary
Jennifer Swets, based in Virginia Beach, VA, US, is currently a Partner - Retirement Plan Consultant at DWC - The 401(k) Experts. Jennifer Swets brings experience from previous roles at Dixon Hughes Goodman LLP and Pentec, Inc.. Jennifer Swets holds a 1998 - 2002 BBA & BA in Finance, Government @ William & Mary. With a robust skill set that includes 401k, Pensions, Retirement Planning, Employee Benefits, ERISA and more. Jennifer Swets has 1 emails and 1 mobile phone numbers on RocketReach.
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