Lisa Suttell,QKA
401(k) Conversions Specialist at EPIC Advisors, Inc.- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Rochester, New York, United States, US
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Experience
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EPIC Retirement Plan Services
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United States
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Financial Services
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100 - 200 Employee
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401(k) Conversions Specialist
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Jul 2009 - Present
Recordkeeping system set up of incoming plans, loading of participant synoptic information, and reconciliation of conversion financial data to trust asset holdings. Recordkeeping system set up of incoming plans, loading of participant synoptic information, and reconciliation of conversion financial data to trust asset holdings.
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Senior Financial Services Specialist
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May 2007 - Jul 2009
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EPIC Retirement Plan Services
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United States
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Financial Services
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100 - 200 Employee
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401k Client Administrator
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Sep 2005 - Apr 2007
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Bank of America
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United States
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Banking
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700 & Above Employee
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Team Leader/Project Manager
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Sep 1995 - May 2005
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Education
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1990 - 1994
SUNY Brockport
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