Jose Ronquillo, Qka

Jose Ronquillo, Qka Email and Phone Number

Retirement Plan Consultant (PAR) @ Mutual of America Financial Group
Lawrenceville, GA, US
Jose Ronquillo, Qka's Location
Lawrenceville, Georgia, United States, United States
Jose Ronquillo, Qka's Contact Details

Jose Ronquillo, Qka work email

Jose Ronquillo, Qka personal email

Jose Ronquillo, Qka phone numbers

About Jose Ronquillo, Qka

A bi-lingual experienced, focused and client oriented Financial Services Professional with excellent communication skills and the ability to connect with people of different educational and professional backgrounds. Recognized for assisting individuals in maximizing their retirement and benefits plan by explaining their plan information and making difficult topics easier to understand. A hardworking self-motivator who takes great care to comfort clients during transitions.

Jose Ronquillo, Qka's Current Company Details
Mutual of America Financial Group

Mutual Of America Financial Group

View
Retirement Plan Consultant (PAR)
Lawrenceville, GA, US
Employees:
973
Jose Ronquillo, Qka Work Experience Details
  • Mutual Of America Financial Group
    Retirement Plan Consultant (Par)
    Mutual Of America Financial Group
    Lawrenceville, Ga, Us
  • Mutual Of America Financial Group
    Retirement Plan Consultant (Par)
    Mutual Of America Financial Group Oct 2022 - Present
    Atlanta, Georgia, United States
  • Pentegra Retirement Services
    Education Consultant
    Pentegra Retirement Services Oct 2015 - Oct 2022
  • Suntrust Investment Services
    Ebs (Employee Benefit Solutions) Retirement Specialist 3
    Suntrust Investment Services Jul 2012 - Oct 2015
    Greater Atlanta Area
  • Mercer
    Employee Education Consultant
    Mercer 2007 - 2011
    Mercer is the global leader for trusted HR and related financial advice, products and services.Employee Education ConsultantConducted bilingual workshops and seminars to educate employees about their 401(k) plan's focusing on their investments, pension plans, and health/benefit programs. Traveled throughout the US to conduct meetings on-site as well as webinars and call conferences for clients. Provided support for teammates and documented information as required by management.
  • Putnam Investments
    Prefered Participant Services Specialist
    Putnam Investments 2002 - 2007
    2007Putnam Investments is a global money management firm with over 70 years of investment experiencePreferred Services Client Group, Defined Contribution Plan Administration (DCPA) Provided a wide range of services to employees in Putnam's largest 401(k) plans, including stock and mutual fund trading for participant accounts, enrollment for new employees into company retirement plans, and guidance on rollover and other options for retired and terminated employees.

Jose Ronquillo, Qka Skills

Employee Benefits 401k Investments Retirement Financial Services Mutual Funds Retirement Planning Series 63 Pensions Series 7 Securities Financial Analysis Asset Allocation Public Speaking Defined Benefit 401k Rollovers Retirement Plan Consulting Open Enrollment Iras Employee Training 401 Retirement Savings Plans Roth Ira 529 Plans Consultations Education Savings Employee Education New Hire Orientations Ira Rollovers

Jose Ronquillo, Qka Education Details

Frequently Asked Questions about Jose Ronquillo, Qka

What company does Jose Ronquillo, Qka work for?

Jose Ronquillo, Qka works for Mutual Of America Financial Group

What is Jose Ronquillo, Qka's role at the current company?

Jose Ronquillo, Qka's current role is Retirement Plan Consultant (PAR).

What is Jose Ronquillo, Qka's email address?

Jose Ronquillo, Qka's email address is jr****@****gra.com

What is Jose Ronquillo, Qka's direct phone number?

Jose Ronquillo, Qka's direct phone number is +191469*****

What schools did Jose Ronquillo, Qka attend?

Jose Ronquillo, Qka attended Johnson & Wales University, Johnson And Wales University.

What are some of Jose Ronquillo, Qka's interests?

Jose Ronquillo, Qka has interest in Education.

What skills is Jose Ronquillo, Qka known for?

Jose Ronquillo, Qka has skills like Employee Benefits, 401k, Investments, Retirement, Financial Services, Mutual Funds, Retirement Planning, Series 63, Pensions, Series 7, Securities, Financial Analysis.

Who are Jose Ronquillo, Qka's colleagues?

Jose Ronquillo, Qka's colleagues are Alyssa Mages, George Poloukine, Nicholas Bucciarelli, Ryan Dybas, Graham Kelly, Sherry Law, Gerard Nicosia.

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