Samantha Grimes
VP of Sales at ERISApedia- Claim this Profile
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Bio
Craig Adams, AIF®
I have known Samantha for a couple of years and from the first minute I met her up to today she has been one of the most consistent partners we have had. I can count on Samantha for guidance, follow up with participants and sponsors, and hustle. She is the hardest working person I have met in this industry. Thank you Samantha for working so hard to be the best you can be for all of us advisors and all of your plan sponsors and participants. If you have not taken the time to meet with Samantha please do yourself a favor and find time.
Craig Adams, AIF®
I have known Samantha for a couple of years and from the first minute I met her up to today she has been one of the most consistent partners we have had. I can count on Samantha for guidance, follow up with participants and sponsors, and hustle. She is the hardest working person I have met in this industry. Thank you Samantha for working so hard to be the best you can be for all of us advisors and all of your plan sponsors and participants. If you have not taken the time to meet with Samantha please do yourself a favor and find time.
Craig Adams, AIF®
I have known Samantha for a couple of years and from the first minute I met her up to today she has been one of the most consistent partners we have had. I can count on Samantha for guidance, follow up with participants and sponsors, and hustle. She is the hardest working person I have met in this industry. Thank you Samantha for working so hard to be the best you can be for all of us advisors and all of your plan sponsors and participants. If you have not taken the time to meet with Samantha please do yourself a favor and find time.
Craig Adams, AIF®
I have known Samantha for a couple of years and from the first minute I met her up to today she has been one of the most consistent partners we have had. I can count on Samantha for guidance, follow up with participants and sponsors, and hustle. She is the hardest working person I have met in this industry. Thank you Samantha for working so hard to be the best you can be for all of us advisors and all of your plan sponsors and participants. If you have not taken the time to meet with Samantha please do yourself a favor and find time.
Experience
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ERISApedia
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United States
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Research Services
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1 - 100 Employee
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VP of Sales
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Apr 2023 - Present
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Adaptation Financial™
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United States
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Financial Services
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1 - 100 Employee
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Financial Professional
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Nov 2022 - Feb 2023
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Northwestern Mutual
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United States
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Financial Services
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700 & Above Employee
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Financial Representative
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Jun 2022 - Nov 2022
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MassMutual Oklahoma
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United States
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Financial Services
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1 - 100 Employee
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Retirement Plan Specialist
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Nov 2019 - Jun 2022
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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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Sales Director, Retirement Plans
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Jun 2017 - Nov 2019
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Retirement LLC
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United States
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Financial Services
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1 - 100 Employee
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Retirement Plan Consultant
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Aug 2016 - Jun 2017
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Staff One, Inc.
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United States
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Retirement Plan Consultant
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Mar 2016 - Aug 2016
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Paychex
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United States
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Human Resources Services
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700 & Above Employee
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Retirement Plan Consultant
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Jun 2013 - Mar 2016
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OfficeMax
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Retail
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700 & Above Employee
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Senior Business Development Manager
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Mar 2010 - Jun 2013
Inside sales, B2B Inside sales, B2B
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Enterprise
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Mexico
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Assistant Manager
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Aug 2007 - Feb 2010
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Education
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2002 - 2006
University of Science and Arts of Oklahoma
Bachelor of Science (BS), Psychology
Community
