Paul Prete

Paul Prete

Director Of Advisor Relationships at PenServ Plan Services
United States

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Work Experience

PenServ Plan Services

Director Of Advisor Relationships

2020-01-01 - Present

Foresters Financial Services

Vice President Director, Retirement Plans Markets

2012-10-01 - 2019-08-01

Skills

recordkeeping plan administration plan documents retirement plans 401k 403b 457b retirement plan training third party administration consulting governmental compliance training audits continuing education compliance services document services womanowned benefit enrollment financial planning tools tpa

Languages

English