Deann "Dee" Ferrell Email and Phone Number
Deann "Dee" Ferrell work email
- Valid
Deann "Dee" Ferrell personal email
I am a Business Development Specialist with a concentrated effort in building new clientele and maintaining current client relations. For the last few years, I've helped Small Businesses get their Retirement Plan(s) "Up & Running" by working closely with their CPA's and/or Financial Advisor's to ensure a smooth transition; from document implementation, to the opening of their Retirement account and a complimentary Employee Eligibility Orientation .When I am not working, I enjoy spending time with my family, boating, fishing, cooking and craft projects.If you are interested in learning more about how we can help your company, please visit our website www.thepensionsource.com or call for a free consultation 772-287-9163.
The Pension Source
View- Website:
- thepensionsource.com
- Employees:
- 7
-
Business DevelopmentThe Pension Source Sep 2017 - PresentStuart, Florida, United StatesAttend local Chamber events for new business opportunities Set appointments with CPA’s and Financial Advisors Obtain business information for projected analysis of company retirement plan Verify all information is correctSet up new retirement plans in document and tracker systemsFollow up with clients for any missing informationComplete complimentary employee orientations for clients and employee’s so participants understand plan provisionsCreate invoice in Quickbooks for new plan installments and takeoversComplete various other duties as assigned -
Support SpecialistThe Pension Source Sep 2017 - PresentStuart, FloridaFiled 5500-SF’s to IRSCompleted file audits to ensure all Plans were executed in a timely mannerFollowed up with clients for any outstanding compliance itemsCreated new install invoicesFinalized Retirement document implementation Answered phonesPosted daily paymentsGreeted customers
-
Area ManagerEckerd Connects Jul 2012 - Sep 2017Treasure CoastNon-Profit organization providing grant-funded resources for eligible youth ages 16-24 years old. Managed staff of 12 to ensure budget and contractural obligations were met according to project provisions.
Deann "Dee" Ferrell Skills
Deann "Dee" Ferrell Education Details
Frequently Asked Questions about Deann "Dee" Ferrell
What company does Deann "Dee" Ferrell work for?
Deann "Dee" Ferrell works for The Pension Source
What is Deann "Dee" Ferrell's role at the current company?
Deann "Dee" Ferrell's current role is "Ease the Perplexity of Setting Up a Retirement Plan for your Small Business" Contact the Pension Source 772-287-9163..
What is Deann "Dee" Ferrell's email address?
Deann "Dee" Ferrell's email address is df****@****rce.com
What schools did Deann "Dee" Ferrell attend?
Deann "Dee" Ferrell attended Indian River State College.
What skills is Deann "Dee" Ferrell known for?
Deann "Dee" Ferrell has skills like Leadership, Public Speaking, Training, Team Building, Event Planning, Nonprofits, Fundraising, Community Outreach, Leadership Development, Program Management.
Who are Deann "Dee" Ferrell's colleagues?
Deann "Dee" Ferrell's colleagues are Doreen Barnes, Janet Dalton, Glen Hughes, Cameron Dabir, Jennifer Meurer, Barbara Labounty, Rob Sgambellone.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial