Tamara Lewis Email & Phone Number
Onboarding Specialist @ Pinnacle Plan Design
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Tamara Lewis Location
- Orange, CA, US
Tamara Lewis Work
- 2020 -now Onboarding Specialist @
- 2017 -2019 National Director- Sales Support and Onboarding @
- 2012 -2017 National Director, Sales Support @ United Retirement Plan Consultants - Orange County (The Pension Group)
- 2011 -2012 Internal Sales Manager @ The Pension Group, a subsidiary of United Retirement Plan Consultants
- 2000 -2010 New Business Manager @ The Pension Group, a subsidiary of United Retirement Plan Consultants
- 1995 -2000 New Business Assistant @ The Pension Group, Inc. a subsidiary of United Retirement Plan Consultants
- 1993 -1995 Office Manager @ National Institute of Pension Administrators (NIPA)
- 1981 -1991 Systems Integration Manager @ Avco Financial Services/Balboa Insurance Group
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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