Pete Peterson
Pete is an expert in helping investment committees construct suitable investment lineups for qualified and non-qualified plans. With over two decades of experience in the financial services industry, he has […]
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READ MORE: Pete Peterson
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Jacinta Thompson
READ MORE: Jacinta ThompsonJacinta bridges the communication between leaders and various business units while servicing corporate retirement plans across multiple states. With 25 years of experience, her expertise spans participant support in 401(k) […]
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JW Waggoner
READ MORE: JW WaggonerExperienced in consulting with investment committees to construct appropriate investment lineups for qualified and non-qualified plans. With a focus on stewardship, he strives to impact the success of those we […]
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Mark Greene
READ MORE: Mark GreeneWith over three decades of experience in the industry, Mark establishes trusted relationships with plan sponsors and participants, providing consultation on retirement plan design, investment options, and administration. As a […]
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Kenia Jones
READ MORE: Kenia JonesKenia manages our pooled employer plan portfolio and assists in corporate client administration. With over five years of experience, she’s become a proficient resource for retirement plan servicing. Kenia holds […]