Candace Link Email & Phone Number
@briobenefits.com
1 phone found area 914
LinkedIn matched
Who is Candace Link? Overview
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Candace Link is listed as Relationship Manager at PCS Retirement, a with 177 employees, based in Pittsburgh, Pennsylvania, United States. AeroLeads shows a work email signal at briobenefits.com, phone signal with area code 914, and a matched LinkedIn profile for Candace Link.
Candace Link previously worked as Relationship Manager at Brio Benefit Consulting and Retirement Plan Consultant at Transamerica. Candace Link holds Ba, Business Management from Chatham College.
Email format at PCS Retirement
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AeroLeads found 1 current-domain work email signal for Candace Link. Compare company email patterns before reaching out.
About Candace Link
Client Relationship ManagerRetirement Plan Services
Listed skills include Customer Relationship Management, Public Speaking, Strategy, Training, and 12 others.
Candace Link's current company
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Candace Link work experience
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Relationship Manager
Retirement Plan Consultant
Client Relations Manager
• Responsible for providing high-touch localized support for top advisors and sponsors in Western Pennsylvania and West Virginia• Conducted onsite education seminars for new and existing plans. Meeting results met or exceeded standards for increasing contribution rates and attracting rollovers• Prepared, Analyzed and presented annual fiduciary reviews for top clients
Financial Advisor
Candace is passionate about the environment and utilizes Morgan Stanley's Sustainable Impact platforms to help clients align investment success and long-term values to include positive environmental and/or social impact. Her biggest strength is helping clients prepare for and understand the “what-ifs” of financial planning. Candace has found that most clients are focused on 3 areas of uncertainty;• What if I’m not saving enough to maintain my lifestyle in retirement?• What if there is another bear market?• What if I have an estate planning strategy issue?
Accounting Assistant
Perform administrative duties on an as needed basis, at various local companies, while completing accounting certificate. Accounts Payable Analyst -auditing 9 months of post-merger transactions in SAPLearning Peachtree as a bookkeeper/accounting in the insurance industry.
Financial Consultant
Independently composed firm's 529 Manual to meet and exceed FINRA mandates. Responsible for: compiling, executing, and allocating block trades. Responsible for all incoming and outgoing wire transfers. Performed reconciliation of trades, incoming and outgoing securities, and funds transfers.
Financial Consultant
Educated existing clients on the benefits of professional portfolio management. Introduced high net worth clients to private money management firms.
Financial Consultant
Independently established a client base through cold calling, networking, and referrals. Provided guidance to individuals and small business owners in the areas of saving, investing, and retirement planning. Selected investments and allocated portfolios in accordance with each client's objectives and tolerance for risk. Consistently ranked as office's top trainee.
Colleagues at PCS Retirement
Other employees you can reach at pcsretirement.com. View company contacts for 177 employees →
Barbara Sams
Colleague at Pcs RetirementRunnemede, New Jersey, United States
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Nik'S Khanal
Colleague at Pcs RetirementGujarat, India
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Dwayne Hollis
Colleague at Pcs RetirementPhiladelphia, Pennsylvania, United States
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Eilynn Dixon
Colleague at Pcs RetirementChicago, Illinois, United States
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Andrea Petroske
Colleague at Pcs RetirementTampa, Florida, United States
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Kyle Rhood
Colleague at Pcs RetirementMedia, Pennsylvania, United States
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Kristi Lavy
Colleague at Pcs RetirementIndianapolis, Indiana, United States
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Laura Stubblefield
Colleague at Pcs RetirementCarmichael, California, United States
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Justin Dunleavy
Colleague at Pcs RetirementWest Chester, Pennsylvania, United States
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Sean Smith
Colleague at Pcs RetirementTampa, Florida, United States
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Candace Link education
Ba, Business Management
Post Ba Certificate, Accounting
Education record
Frequently asked questions about Candace Link
Quick answers generated from the profile data available on this page.
What company does Candace Link work for?
Candace Link works for PCS Retirement.
What is Candace Link's role at PCS Retirement?
Candace Link is listed as Relationship Manager at PCS Retirement.
What is Candace Link's email address?
AeroLeads has found 1 work email signal at @briobenefits.com for Candace Link at PCS Retirement.
What is Candace Link's phone number?
AeroLeads has found 1 phone signal(s) with area code 914 for Candace Link at PCS Retirement.
Where is Candace Link based?
Candace Link is based in Pittsburgh, Pennsylvania, United States while working with PCS Retirement.
What companies has Candace Link worked for?
Candace Link has worked for Pcs Retirement, Brio Benefit Consulting, Transamerica, Voya Financial, and Morgan Stanley.
Who are Candace Link's colleagues at PCS Retirement?
Candace Link's colleagues at PCS Retirement include Barbara Sams, Nik'S Khanal, Dwayne Hollis, Eilynn Dixon, and Andrea Petroske.
How can I contact Candace Link?
You can use AeroLeads to view verified contact signals for Candace Link at PCS Retirement, including work email, phone, and LinkedIn data when available.
What schools did Candace Link attend?
Candace Link holds Ba, Business Management from Chatham College.
What skills is Candace Link known for?
Candace Link is listed with skills including Customer Relationship Management, Public Speaking, Strategy, Training, Finance, Management, New Business Development, and Financial Analysis.
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