Deann

Deann "Dee" Ferrell Email and Phone Number

"Ease the Perplexity of Setting Up a Retirement Plan for your Small Business" Contact the Pension Source 772-287-9163. @ The Pension Source
stuart, florida, united states
Deann "Dee" Ferrell's Location
Stuart, Florida, United States, United States
Deann "Dee" Ferrell's Contact Details

Deann "Dee" Ferrell work email

Deann "Dee" Ferrell personal email

n/a
About Deann "Dee" Ferrell

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.

Deann "Dee" Ferrell's Current Company Details
The Pension Source

The Pension Source

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"Ease the Perplexity of Setting Up a Retirement Plan for your Small Business" Contact the Pension Source 772-287-9163.
stuart, florida, united states
Website:
thepensionsource.com
Employees:
7
Deann "Dee" Ferrell Work Experience Details
  • The Pension Source
    Business Development
    The Pension Source Sep 2017 - Present
    Stuart, Florida, United States
    Attend 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
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  • The Pension Source
    Support Specialist
    The Pension Source Sep 2017 - Present
    Stuart, Florida
    Filed 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
  • Eckerd Connects
    Area Manager
    Eckerd Connects Jul 2012 - Sep 2017
    Treasure Coast
    Non-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.
    View

Deann "Dee" Ferrell Skills

Leadership Public Speaking Training Team Building Event Planning Nonprofits Fundraising Community Outreach Leadership Development Program Management

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.

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