Karissa Everson Email and Phone Number
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I have been in the retirement industry since 2000 starting in the distribution and loan department. I quickly worked my way into administration and document preparation. From there I went into sales and marketing where I provided plan design consulting with advisors and prospective clients based on their company goals and objectives. After working for a TPA in Idaho for 11 years, in 2011 I moved to Arizona as an Advisor Client Services Manager for over 50 Defined Contribution plans. I prepared Quarterly Investment Reviews, evaluated investment line-ups for performance, studied for my securities license and manage RFP’s to analyze and review plan fees. I then realized my heart was working for a TPA and am now a Client Relationship Manager for Sunwest Pensions, based in Tempe, AZ. Over the years, I have exceled in relationship development with various professionals by educating employers through one on one consultations to eliminate their exposure to liability. I am also the proud mother of 3 girls and 2 grandchildren.
July Business Services
View- Website:
- julyservices.com
- Employees:
- 199
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July Business ServicesPhoenix, Az, Us
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Client Services ManagerJuly Business Services Jan 2024 - PresentWaco, Texas, Us
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Client Relationship ManagerSunwest Pensions Jun 2016 - Jan 2024Tempe, Az, Us -
Director Of Daily AdministrationSunwest Pensions Jun 2015 - Jun 2016Tempe, Az, UsAs the Director of Daily Administration, I ensure all Daily Processors and Team Lead have the tools they need to ensure client and advisor needs are met. Accomplishes staff results by communicating job expectations; planning, monitoring, and appraising job results; coaching, counseling, and disciplining employees; developing, coordinating, and enforcing systems, policies, procedures, and productivity standards. Recommends changes when necessary to the Director of Operations and President and assists in implementation of new processes. I am also the main point of contact for Plan Sponsors and Advisors to assist on plan compliance, website assistance, plan fees and general plan maintenance.
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Retirement Plan ConsultantPensionmark Retirement Group Jan 2015 - Jun 2015Santa Barbara, Ca, UsCorporate Retirement Plan Services Plan success requires more than just a traditional suite of advisory services. We proactively and consistently address the challenges employers face in managing a retirement plan while striving to maximize employee success. Our team prides ourselves in thinking outside the box when it comes to designing and consulting on either an existing or a newly established Qualified Plan. We have ways where we can help Employers Retain and Reward Key Executives by assisting in developing programs to recruit, reward, and retain the most highly qualified and valuable employees.Protecting and Educating Our ClientsWe are committed to providing employers with solutions and education to assist them in meeting their fiduciary obligations and to implement policies and procedures to mitigate employer liability. -
Client Services Manager401K Advisors - Arizona Sep 2011 - Dec 2014Phoenix, Arizona, Us• Working with all of the firm’s DC plan clients specifically related to the interactions and relationships with the plan sponsor, vendor and our firm• Prepare Quarterly Investment Plan Reviews for over 50 Defined Contribution plans• Project manage Plan Sponsor and Vendor relationship to include fund changes, plan design, employee education• Interfacing with client retirement plan providers• Analyze and review plan fees• Review and evaluate existing fund line-up and implement fund changes as necessary• Plan design consulting and participant education campaigns• Project manage all RFP’s and deliverables• Managing of tasks and projects with internal personnel• Scheduling and attending applicable client meetings• Effectively communicating and acting as the liaison between clients and the investment consulting unit -
Marketing Coordinator/SupervisorAmeriben/Iec Group Oct 2005 - Sep 2011Meridian, Idaho, UsI work with financial advisors to help them implement a successful 401(k) Plan for Employers, whether it be a start-up plan or a current plan transferring assets.I also supervise 3 support staff to ensure our processes and procedures are in line with our core focus by "Changing lives by developing leaders in family, business, community and the world." -
Marketing CoordinatorAmeriben/Iec Group 2000 - 2005Meridian, Idaho, Us* Plan design consulting with advisors and prospective clients based on company goals and objectives.* Knowledge of the competitive industry environment; maintain continuous contact with financial advisors, vendors and clients through on-site visits, conference calls and other types of media.* Problem solve, work independently with minimal supervision, and exceed expectations.* Reduced department expenses by development of new business implementation process and electronic correspondence, savings of 10% annually. * Increased sales revenue by 10% while managing a staff of seven employees. * Leadership experience through internal planning committees, meeting all critical company deadlines.
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Customer Service CoordinatorAda County Association Of Realtors 1998 - 2000Customer service processes, multiple listing services, forms, lock box trouble shooting, and website training.
Karissa Everson Skills
Karissa Everson Education Details
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Frequently Asked Questions about Karissa Everson
What company does Karissa Everson work for?
Karissa Everson works for July Business Services
What is Karissa Everson's role at the current company?
Karissa Everson's current role is Client Service Manager @ July Business Services.
What is Karissa Everson's email address?
Karissa Everson's email address is kd****@****one.net
What is Karissa Everson's direct phone number?
Karissa Everson's direct phone number is +160267*****
What schools did Karissa Everson attend?
Karissa Everson attended N/a.
What skills is Karissa Everson known for?
Karissa Everson has skills like Leadership Development, Employee Benefits, Training, Budgets, 401k, Succession Planning, Retirement Plan Consulting, Leadership, Retirement, Mutual Funds, Retirement Planning, Investments.
Who are Karissa Everson's colleagues?
Karissa Everson's colleagues are Heather Mursch, Chadi Hayek, Matt Welstead, Nicole Haddock, Nedra Cobb, Kim Busby, Mary Beth Purvine.
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