Peter E. Preovolos Location
- La Mesa, CA, US
Peter E. Preovolos Work
- 1994 - now President and CEO @ PenChecks, Inc.
- 1975 - now President and Chairman @ Alpha & Omega Financial Management Consultants, Inc.
Peter E. Preovolos Skills
- 401k
- Retirement Plan Consulting
- Retirement Planning
- ERISA
- Profit Sharing
- Investments
- Employee Benefits
- 403 b
- Pensions
- Retirement
- Actuarial Science
- Qualified Retirement Plans
- Defined Benefit
- Pension Administration
- Business Planning
- Financial Advisory
- ESOP
- Series 6
- Cash Balance
- Life Insurance
- Estate Planning
- Investment Advisory
- Strategic Financial Planning
- Defined Contribution
- Mutual Funds
- Asset Management
- Fiduciary Management
- 457 Plans
- Non-Qualified Deferred Compensation
- IRAs
- Investment Policy
- Fiduciary Services
- 401k Rollovers
- Financial Planning
- New Business Development
- Microsoft Excel
- Customer Service
- Qualified Retirement
- Marketing Strategy
- Program Management
- Services
- Financial Services
- Public Speaking
- Non Qualified Deferred Compensation
- Non Qualified Deferred
- Sales
- Strategic Financial
- Retirement Plan
Peter E. Preovolos Summary
- Peter E. Preovolos, based in La Mesa, CA, US, is currently a President and CEO at PenChecks, Inc.. Peter E. Preovolos brings experience from previous roles at Alpha & Omega Financial Management Consultants, Inc.. With a robust skill set that includes 401k, Retirement Plan Consulting, Retirement Planning, ERISA, Profit Sharing and more. Peter E. Preovolos has 2 emails and 3 mobile phone numbers on RocketReach.
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Peter E. Preovolos
President and CEO
La Mesa, CA, US
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