Sheree Tallerman Email & Phone Number
CEO @ PlanPerfect Retirement
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Sheree Tallerman Location
- Newport Beach, CA, US
Sheree Tallerman Work
- CEO @ (November 2008 - Present)
- Business Development @ CMC Interactive, LLC (July 2006 - November 2008)
- Director of Business Development @ (May 1997 - February 2006)
- Business Development @ Benefit Planning, Inc. (February 1990 - May 1997)
Sheree Tallerman Education
- UCLA
BA (Sociology)
1983-1986 - UC Santa Barbara
Transferred (Sociology)
1981-1983
Sheree Tallerman Skills
- Defined Benefit
- Retirement Plan Consulting
- Pension Administration
- Profit Sharing
- Corporate Retirement Plans
- 401k
- Actuarial Science
- Financial Planners
- Management
- Pensions
- Program Management
- Wealth Management
- Strategic Planning
- Retirement Planning
- Wealth
- 401(k) Retirement Savings Plans
- Small Business
- Sales
- TPA
- Third Party Administration
- Microsoft Office
- Customer Service
- Microsoft Excel
- 401k Retirement Savings Plans
- SQL
- JavaScript
- Public Speaking
- 401 Retirement Savings Plans
Sheree Tallerman Summary
- Sheree Tallerman, based in Newport Beach, CA, US, is currently a CEO at PlanPerfect, Inc.. Sheree Tallerman brings experience from previous roles at CMC Interactive, LLC, Geller Group, LLC and Benefit Planning, Inc.. Sheree Tallerman holds a 1983 - 1986 BA in Sociology @ UCLA. With a robust skill set that includes Defined Benefit, Retirement Plan Consulting, Pension Administration, Profit Sharing, Corporate Retirement Plans and more. Sheree Tallerman has 3 emails and 1 mobile phone numbers on RocketReach.
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