Lynnette Jeffrey Email & Phone Number
Vice President, Client Compliance and Consulting Services @ Transamerica
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Lynnette Jeffrey Location
- United States
Lynnette Jeffrey Work
- Vice President, Client Compliance and Consulting Services @ (April 2001 - Present)
Lynnette Jeffrey Education
- University of Phoenix
Master of Business Administration (Business Administration)
2004-2006 - Manhattanville College
Bachelor of Arts (Mathematics, Psychology, Spanish)
1990-1994
Lynnette Jeffrey Skills
- 401k
- Asset Allocation
- Defined Benefit
- Defined Contribution
- ERISA
- FINRA
- Pensions
- Profit Sharing
- Qualified Retirement Plans
- Retirement
- Retirement Plan Consulting
- Retirement Planning
- Series 63
- Employee Benefits
- Mutual Funds
- Financial Services
- Business Planning
- Series 6
- Investments
- Project Management
- 401 Retirement Savings Plans
- Management
- Relationship Management
- Analysis
- Mergers and Acquisitions
- Series 24
- Series 65
- Series 7
- Business Relationship Management
- Pension Funds
- Consulting
- Strategy
Lynnette Jeffrey Summary
- Lynnette Jeffrey, based in United States, is currently a Vice President, Client Compliance and Consulting Services at Transamerica Retirement Solutions. Lynnette Jeffrey holds a 2004 - 2006 Master of Business Administration in Business Administration @ University of Phoenix. With a robust skill set that includes 401k, Asset Allocation, Defined Benefit, Defined Contribution, ERISA and more. Lynnette Jeffrey has 2 emails and 1 mobile phone numbers on RocketReach.
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