Name |
Ext. |
Email Address |
|||||||||
|
|
|||||||||||
Principals |
|||||||||||
| David Barrer | DBarrer@advpen.com | ||||||||||
| Cherie Beirau | 17 | CBeirau@advpen.com | |||||||||
| Elaine Leach | 11 | ELeach@advpen.com | |||||||||
|
|
|||||||||||
Vice President of Operations |
|||||||||||
| Nancy Cassens | 10 | NCassens@advpen.com | |||||||||
|
Responsibility of ensuring that our business operations are efficient and effective in terms of meeting our client requirements. |
|||||||||||
Vice President / Retirement Consultant |
|||||||||||
| Debra S. Wright | DWright@advpen.com | ||||||||||
|
Vice President and Retirement Plan Sales Consultant responsible for Regional Sales |
|||||||||||
|
|
|||||||||||
New Client / Sales Coordinators |
|||||||||||
| Leah Moehlman | 28 | LMoehlman@advpen.com | |||||||||
| Lisa Welches | LWelches@advpen.com | ||||||||||
| Responsible for all sales functions, coordinating client relationships, liaison with investment professionals, administrative needs both internally and externally. | |||||||||||
|
|
|||||||||||
Senior Compliance Analyst |
|||||||||||
| Catherine J. Brooks | 30 | CBrooks@advpen.com | |||||||||
|
Responsible for maintaining plan documents, regulatory amendments, audits, company policies and procedures. |
|||||||||||
|
|
|||||||||||
|
Pension Team |
|||||||||||
| Senior Account Manager | |||||||||||
| Joe Holland | 26 | JHolland@advpen.com | |||||||||
| Account Managers | |||||||||||
| Sue Brown | 15 | SBrown@advpen.com | |||||||||
| Brigette Lafferty | 31 | BLafferty@advpen.com | |||||||||
| Judy Pruitt | 35 | JPruitt@advpen.com | |||||||||
| Cheryl Worthington | 14 | CWorthington@advpen.com | |||||||||
| Junior Account Manager | |||||||||||
| Jai Ford | 13 | JFord@advpen.com | |||||||||
| Participant Administrator | |||||||||||
| Leyla Hawkins | 29 | LHawkins@advpen.com | |||||||||
| Transactional Coordinator | |||||||||||
| Lynne Stout | 17 | LStout@advpen.com | |||||||||
| Responsible for servicing all new and existing clients assigned to their team. | |||||||||||
|
|
|||||||||||
Marketing Manager |
|||||||||||
| Christine Mikulec | 36 | CMikulec@advpen.com | |||||||||
| Responsible for marketing strategies, special events coordinator, advertising, graphic design, and web development. | |||||||||||
|
|
|||||||||||
Pension Administrator |
|||||||||||
| Candace Sandlin | 37 | CSandlin@advpen.com | |||||||||
|
Responsible for participant services including:
distributions, loan servicing, and hardship
distribution processing. |
|||||||||||
|
|
|||||||||||
Accounting Specialist / Office Manager |
|||||||||||
| Cindy Rollins | 33 | CRollins@advpen.com | |||||||||
|
Handles all accounts payable and accounts
receivable inquiries. |
|||||||||||
Receptionist / Administrative Assistant |
|||||||||||
| Jan Liebman | 12 | JLiebman@advpen.com | |||||||||
|
|||||||||||
