Linda Bright,Aif®,Cra®,C(K)P®

Linda Bright,Aif®,Cra®,C(K)P® Email and Phone Number

Sr. Vice president & Managing Director, 401(k) Consultant, Investment Advisor @ Precept Advisory Group
Linda Bright,Aif®,Cra®,C(K)P®'s Location
Irvine, California, United States, United States
Linda Bright,Aif®,Cra®,C(K)P®'s Contact Details

Linda Bright,Aif®,Cra®,C(K)P® work email

Linda Bright,Aif®,Cra®,C(K)P® personal email

n/a
About Linda Bright,Aif®,Cra®,C(K)P®

Linda Bright,Aif®,Cra®,C(K)P® is a Sr. Vice president & Managing Director, 401(k) Consultant, Investment Advisor at Precept Advisory Group. She possess expertise in employee benefits, retirement plan consulting, mergers and acquisitions, 401k, investment advisory and 12 more skills.

Linda Bright,Aif®,Cra®,C(K)P®'s Current Company Details
Precept Advisory Group

Precept Advisory Group

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Sr. Vice president & Managing Director, 401(k) Consultant, Investment Advisor
Linda Bright,Aif®,Cra®,C(K)P® Work Experience Details
  • Precept Advisory Group
    Sr. Vice President & Managing Director
    Precept Advisory Group Dec 2010 - Present
    Irvine, Ca, Us
    Precept Advisory Group (PAG) is a California based RIA firm specializing in retirement plan consulting and investment advisory services. As a Managing Director and Business Lead, I am responsible for overseeing the practice as well as direct consulting to mid/large public and private corporations. Our team currently manages close to $2.7 billion in combined DC plan assets. As a senior level consultant, also provide fiduciary stewardship to investment committees for over 17 years related to plan design optimization, all areas of plan benchmarking and selection & monitoring of investments.
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  • Precept
    Director, Retirement Plan Consulting
    Precept Mar 1998 - Dec 2010
    Irvine, Ca, Us
    Strategic consultant to plan fiduciaries, including investment selection and monitoring, plan design recommendations, vendor selection, fee benchmarking and compliance oversight. Responsible for day-to-day management of Precept's Retirement Plan Consulting Practice, including financial, operational and service delivery oversight. Well versed in project management related to mergers & acquisitions, plan conversions, benefits plan harmonization and total compensation strategy development.
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Linda Bright,Aif®,Cra®,C(K)P® Skills

Employee Benefits Retirement Plan Consulting Mergers And Acquisitions 401k Investment Advisory Management Mutual Funds Retirement Strategy Defined Contribution Project Management Benchmarking Business Planning New Business Development Benefits Administration Financial Advisory Retirement Planning

Linda Bright,Aif®,Cra®,C(K)P® Education Details

  • Uc Santa Barbara
    Uc Santa Barbara
    Business Economics

Frequently Asked Questions about Linda Bright,Aif®,Cra®,C(K)P®

What company does Linda Bright,Aif®,Cra®,C(K)P® work for?

Linda Bright,Aif®,Cra®,C(K)P® works for Precept Advisory Group

What is Linda Bright,Aif®,Cra®,C(K)P®'s role at the current company?

Linda Bright,Aif®,Cra®,C(K)P®'s current role is Sr. Vice president & Managing Director, 401(k) Consultant, Investment Advisor.

What is Linda Bright,Aif®,Cra®,C(K)P®'s email address?

Linda Bright,Aif®,Cra®,C(K)P®'s email address is lb****@****oup.com

What is Linda Bright,Aif®,Cra®,C(K)P®'s direct phone number?

Linda Bright,Aif®,Cra®,C(K)P®'s direct phone number is +194995*****

What schools did Linda Bright,Aif®,Cra®,C(K)P® attend?

Linda Bright,Aif®,Cra®,C(K)P® attended Uc Santa Barbara.

What are some of Linda Bright,Aif®,Cra®,C(K)P®'s interests?

Linda Bright,Aif®,Cra®,C(K)P® has interest in To Name A Few, Investing, Travelling, Reading, Cooking And Wine Tasting.

What skills is Linda Bright,Aif®,Cra®,C(K)P® known for?

Linda Bright,Aif®,Cra®,C(K)P® has skills like Employee Benefits, Retirement Plan Consulting, Mergers And Acquisitions, 401k, Investment Advisory, Management, Mutual Funds, Retirement, Strategy, Defined Contribution, Project Management, Benchmarking.

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