Tamara Lewis Email & Phone Number
Onboarding Specialist @ Pinnacle Plan Design
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Tamara Lewis Location
- Orange, CA, US
Tamara Lewis Work
- Onboarding Specialist @ (October 2020 - Present)
- National Director- Sales Support and Onboarding @ (November 2017 - November 2019)
- National Director, Sales Support @ United Retirement Plan Consultants - Orange County (The Pension Group) (October 2012 - November 2017)
- Internal Sales Manager @ The Pension Group, a subsidiary of United Retirement Plan Consultants (January 2011 - October 2012)
- New Business Manager @ The Pension Group, a subsidiary of United Retirement Plan Consultants (November 2000 - December 2010)
- New Business Assistant @ The Pension Group, Inc. a subsidiary of United Retirement Plan Consultants (October 1995 - October 2000)
- Office Manager @ National Institute of Pension Administrators (NIPA) (June 1993 - June 1995)
- Systems Integration Manager @ Avco Financial Services/Balboa Insurance Group (January 1981 - January 1991)
Tamara Lewis Education
- Canyon High School
Tamara Lewis Skills
- 401k
- New Business Development
- Sales
- Business Planning
- Mutual Funds
- Employee Benefits
- ERISA
- Strategic Planning
- Defined Benefit
- Investments
- Marketing
- Retirement Planning
- Business Strategy
- Pensions
- Management
- Customer Service
- Retirement
- Sales Process
- Negotiation
- Retirement Plan Consulting
- Sales Management
- Training
- Process Improvement
- Insurance
- Leadership
- PowerPoint
- Public Speaking
- Business Analysis
- Microsoft Word
- Pension Funds
Tamara Lewis Summary
- Tamara Lewis, based in Orange, CA, US, is currently a Onboarding Specialist at Pinnacle Plan Design. Tamara Lewis brings experience from previous roles at EGPS, INC., United Retirement Plan Consultants - Orange County (The Pension Group) and The Pension Group, a subsidiary of United Retirement Plan Consultants. Tamara Lewis holds a Canyon High School. With a robust skill set that includes 401k, New Business Development, Sales, Business Planning, Mutual Funds and more. Tamara Lewis has 1 emails and 1 mobile phone numbers on RocketReach.
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