Dana Tracy Email & Phone Number

As Regional Sales Director, I work hard to educate advisors and clients on the nuances of designing and setting up corporate retirement plans. By ensuring our clients are well taken care of, I am able to maintain and develop new partnerships with financial advisors, CPAs, wholesalers and other referrals sources.Definiti, formerly known as The Pension Studio and Group RHI, specializes in retirement plan administration, actuarial consulting, and 3(16) fiduciary services. We administer nearly all types of retirement plans including 401(k), Profit Sharing, 403(b), Cash Balance, Defined Benefit, 457 and Non-Qualified Deferred Compensation Plans.

West Palm Beach, Fl

As Regional Sales Director, I work hard to educate advisors and clients on the nuances of designing and setting up corporate retirement plans. By ensuring our clients are well taken care of, I am able to maintain and develop new partnerships with financial advisors, CPAs, wholesalers and other referrals sources. The Pension Studio, a Group RHI company, specializes in retirement plan administration, actuarial consulting, and 3(16) fiduciary & trustee services. We administer nearly all types of retirement plans including 401(k), Profit Sharing, 403(b), Cash Balance, Defined Benefit, 457 and Non-Qualified Deferred Compensation Plans.

Chicago, Il

• Supervise and schedule Guest Relations day of game staff• Provide quality customer service to all guests• Enhance and increase patron loyalty by building strong relationships with frequent customers• Organize, schedule, and conduct training classes for over 3,500 day of game employees from 10 departments• Assist in responding to questions and resolve complaints, concerns, and inquiry letters, phone calls, and emails from guests• Maintain employee database to track training and the distribution of employee ID’s• Manage the Employee of the Homestand program and additional employee incentives• Inform game day staff of homestand news through writing the “U.S. Cellular Connection” newsletter• Escort VIP guests and lead weekly group tours of the ball park facilities