TJW FIDUCIARY PLAN CONSULTANTS - Key Persons
Eleven years as a Senior Financial Advisor at VALIC who serviced employer plan-sponsored retirement programs. Employers included for-profit organizations, school districts, higher education institutions, healthcare organizations, and municipal governments (401(k), 403(b), 401(a) and 457(b) plans)
Serviced and educated over 2,400 employees with their investments within their employers' particular retirement plan, totaling over $120 million in assets
Nine years experience as a Branch and District Manager of NJ for VALIC, AXA Equitable, and Lincoln Investment Planning. Primary role was as a Relationship Manager to large employer groups regarding their retirement programs, collaborating with key decision-makers regarding the governing of their plans. Also functioned as a Registered Principal/Designated Supervisor of Compliance