Mark Witkowski, APA, QPA, ERPA
Vice President Operations at Retirement Planners & Administrators, Inc.- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Falls Church, US
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Experience
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Retirement Planners & Administrators, Inc.
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United States
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Financial Services
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1 - 100 Employee
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Vice President Operations
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Nov 2022 - Present
Falls Church, Virginia, United States
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Director of Operations
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Jan 2005 - Present
Management and supervision of Daily Valuation department. Oversee and manage the Compliance Administration department. Assist clients, advisors and staff with complex problem resolution. Draft plan documents and amendments. Conduct performance reviews. Attend sales and consultation meetings with advisors and clients. Member of new client transition team.
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Education
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Indiana University of Pennsylvania
Bachelor's degree, Geography
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