Frederick S. Whitlock Email and Phone Number
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Frederick S. Whitlock personal email
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Experienced Benefits Manager with a demonstrated history of working in the financial services industry. Skilled in Negotiation, Business Planning, Analytical Skills, Sales, and Asset Management. Strong human resources professional with a BA focused in French, English from Rollins College.
The Whitlock Group, Llc
View- Website:
- whitlock.com
- Employees:
- 562
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Manager Retirement BenefitsWalker Advisory 2009 - PresentHouston, Texas
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Manager Retirement BenefitsWalker Advisory 2009 - PresentHouston, Texas
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PrincipalThe Whitlock Group, Llc Jun 2004 - PresentHouston, TexasI have been in the business of helping individuals access their retirement monies tax deferred and penalty free for over 15 years. I decided to go completely on my own in July of 2009. I am associated with Monty Walker, CPA and Principal of Walker Business Advisory Assoc. Monty is Trustee and Administrative Fiduciary of the Entrepreneur Retirement Plan of America (ERPA), a safe harbor 401(k) plan. ERPA is specifically designed to enable the plan to invest in the qualifying employer securities of the sponsoring employer. Its features enable the Plan to invest directly in the entrepreneur's business. To maintain regulatory compliance, a retirement plan, which serves as a source of business capital, needs ongoing professional trustee, fiduciary, administrative management and investment services. We provide all these services. We shoulder the liabilities and responsibilities for all matters that relate to the plan..... not the client as in other platforms.
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Financial ConsultantMerrill Lynch Sep 1995 - Oct 2000 -
Commodity BrokerE.F. Hutton Dec 1979 - Jan 1981
Frederick S. Whitlock Skills
Frederick S. Whitlock Education Details
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French, English -
Ecole Nouvelle De La Suisse Romande
Frequently Asked Questions about Frederick S. Whitlock
What company does Frederick S. Whitlock work for?
Frederick S. Whitlock works for The Whitlock Group, Llc
What is Frederick S. Whitlock's role at the current company?
Frederick S. Whitlock's current role is Principal at The Whitlock Group, LLC.
What is Frederick S. Whitlock's email address?
Frederick S. Whitlock's email address is fw****@****usa.net
What is Frederick S. Whitlock's direct phone number?
Frederick S. Whitlock's direct phone number is +171397*****
What schools did Frederick S. Whitlock attend?
Frederick S. Whitlock attended Rollins College, Ecole Nouvelle De La Suisse Romande.
What are some of Frederick S. Whitlock's interests?
Frederick S. Whitlock has interest in Professional Networking, Studying Foreign Languages, International Travel, Children, Backgammon, Economic Empowerment, Politics, Education, Reading, Poverty Alleviation.
What skills is Frederick S. Whitlock known for?
Frederick S. Whitlock has skills like Finance, Investments, Entrepreneurship, Small Business, Mergers And Acquisitions, Financial Analysis, Commercial Lending, Loans, Leadership, Due Diligence, Funding, Financial Services.
Who are Frederick S. Whitlock's colleagues?
Frederick S. Whitlock's colleagues are Jesse Gonzales, Jody Zarbano, Keith Cable, Edgar Berry, Philip West, Charles Clanton, John Geis.
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