Jenna Finocchario, QKA

Manager of Internal Sales at EPIC Retirement Plan Services
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Contact Information
us****@****om
(386) 825-5501
Location
Rochester, US

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Experience

    • United States
    • Financial Services
    • 100 - 200 Employee
    • Manager of Internal Sales
      • Feb 2023 - Present

      Rochester, New York, United States

    • Sales Team Lead
      • Dec 2021 - Feb 2023

      Rochester, New York, United States

    • Retirement Plan Consultant
      • May 2014 - Feb 2023

      Rochester, New York Area

    • Sr. Internal Sales Consultant
      • Feb 2017 - Feb 2022

    • Retirement Plan Conversion Specialist
      • May 2014 - Feb 2017

    • United States
    • Human Resources Services
    • 700 & Above Employee
    • 401(k) Open/Guided Fund Support Specialist
      • Dec 2012 - May 2014

      Paychex, Inc.

    • 401(k) Conversion Asset Specialist
      • Aug 2009 - Dec 2012

    • 401(k)/S125 Setup Specialist
      • Jun 2008 - Aug 2009

    • 401(k)/S125 Sales Support Representative
      • Jun 2007 - Jun 2008

Education

  • State University of New York College at Geneseo
    Bachelor's degree, Economics

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