401(K) Conversions Specialist
CurrentRecordkeeping system set up of incoming plans, loading of participant synoptic information, and reconciliation of conversion financial data to trust asset holdings.
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@epic1st.com
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Lisa Suttell,Qka is listed as 401(k) Conversions Specialist at EPIC Advisors, Inc. at EPIC Advisors, Inc., a with 157 employees, based in Rochester, New York, United States. AeroLeads shows a work email signal at epic1st.com and a matched LinkedIn profile for Lisa Suttell,Qka.
Lisa Suttell,Qka previously worked as 401(k) Conversions Specialist at Epic Advisors, Inc. and Senior Financial Services Specialist at Rit. Lisa Suttell,Qka studied at Suny Brockport.
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AeroLeads found 2 current-domain work email signals for Lisa Suttell,Qka. Compare company email patterns before reaching out.
Lisa Suttell,Qka is a 401(k) Conversions Specialist at EPIC Advisors, Inc. at EPIC Advisors, Inc..
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Recordkeeping system set up of incoming plans, loading of participant synoptic information, and reconciliation of conversion financial data to trust asset holdings.
Other employees you can reach at epic1st.com. View company contacts for 157 employees →
Deanna Crowe
Colleague at Epic Advisors, Inc.Peoria, Illinois, United States
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Beth Moore
Colleague at Epic Advisors, Inc.Bloomfield, New York, United States
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Andrew D Sekulski
Colleague at Epic Advisors, Inc.Clifton Springs, New York, United States
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JD
Jean Dailey
Colleague at Epic Advisors, Inc.Rochester, New York, United States
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Brianne Francis, Qka®, Cpfa®, Aif®
Colleague at Epic Advisors, Inc.O'Fallon, Missouri, United States
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AS
Angela Schuster, Qka
Colleague at Epic Advisors, Inc.Dubuque, Iowa, United States
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Paula Killough
Colleague at Epic Advisors, Inc.Amarillo, Texas, United States
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Epic 3
Colleague at Epic Advisors, Inc.Rochester, New York, United States
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SJ
Sara Johnston
Colleague at Epic Advisors, Inc.St Louis, Missouri, United States
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Mike Kiley
Colleague at Epic Advisors, Inc.Fishers, Indiana, United States
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Quick answers generated from the profile data available on this page.
Lisa Suttell,Qka works for EPIC Advisors, Inc..
Lisa Suttell,Qka is listed as 401(k) Conversions Specialist at EPIC Advisors, Inc. at EPIC Advisors, Inc..
AeroLeads has found 2 work email signals at @epic1st.com for Lisa Suttell,Qka at EPIC Advisors, Inc..
Lisa Suttell,Qka is based in Rochester, New York, United States while working with EPIC Advisors, Inc..
Lisa Suttell,Qka has worked for Epic Advisors, Inc., Rit, and Bank Of America.
Lisa Suttell,Qka's colleagues at EPIC Advisors, Inc. include Deanna Crowe, Beth Moore, Andrew D Sekulski, Jean Dailey, and Brianne Francis, Qka®, Cpfa®, Aif®.
You can use AeroLeads to view verified contact signals for Lisa Suttell,Qka at EPIC Advisors, Inc., including work email, phone, and LinkedIn data when available.
Lisa Suttell,Qka studied at Suny Brockport.
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