Sandy Cpc Location
- Columbus, OH, US
Sandy Cpc Work
- 2017 - now Senior Relationship Manager @
- 2014 - 2017 Director, Retirement Plan Services @
- 2006 - 2016 Principal Owner @
Sandy Cpc Education
- Georgia State University
MS (RMI - Financial Planning & Employee Benefits)
- Miami University
Bachelor of Science - BS (Accounting and Finance)
Sandy Cpc Skills
- Interpersonal Communication
- Client Relations
- Request for Proposal (RFP)
- Microsoft Office
- Customer Service Management
- Compliance Testing
- Cash Balance
- Team Leadership
- Customer Service
- Plan Compliance
- Plan Design
- 5500s
- 403(b) Plans
- Customer Relationship Management (CRM)
- Regulatory Requirements
- Organization Skills
- Communication Training
- Analytical Skills
- Investments
- Interpersonal Skills
- Communication
- Regulatory Compliance
- Problem Solving
- Project Management
- Supplier Evaluation
- Presentations
- Benchmarking
- Mutual Funds
- Qualified Retirement Plans
- Retirement Planning
- Asset Allocation
- Financial Services
- Retirement Plan Consulting
- Investment Advisory
- Financial Planning
- Relationship Management
- Asset Management
- Defined Contribution
- IRAs
- Defined Benefit
- ERISA
- Small Business
- Asset Managment
- Equities
- 401k
- Management
- Strategic Planning
- Leadership
- Pensions
- Business Analysis
- Series 66
- Uniform Combined State Law
- Key Account Relationship Management
- Series 7
Sandy Cpc Summary
- Sandy Cpc, based in Columbus, OH, US, is currently a Senior Relationship Manager at Trinity Pension Consultants. Sandy Cpc brings experience from previous roles at First Ohio Planning, LLC. and Grant Financial Services, Ltd.. Sandy Cpc holds a MS in RMI - Financial Planning & Employee Benefits @ Georgia State University. With a robust skill set that includes Interpersonal Communication, Client Relations, Request for Proposal (RFP), Microsoft Office, Customer Service Management and more. Sandy Cpc has 1 emails on RocketReach.
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