Rise Spiegel, Apa

Rise Spiegel, Apa Email and Phone Number

Sales Administrative Assistant @ Davidson's Inc.
Prescott, AZ, US
Rise Spiegel, Apa's Location
Prescott, Arizona, United States, United States
Rise Spiegel, Apa's Contact Details

Rise Spiegel, Apa work email

Rise Spiegel, Apa personal email

n/a

Rise Spiegel, Apa phone numbers

About Rise Spiegel, Apa

Rise Spiegel, Apa is a Sales Administrative Assistant at Davidson's Inc.. They possess expertise in 401k, strategic planning, consulting, qualified retirement plans, retirement and 21 more skills. Colleagues describe them as "Rise is a delight to work with. She has a natural ability to connect with people and listen to them. She holds herself to the highest standards of integrity and professionalism." and "The Pension Group does a great job of administering retirement plans for companies. They are very service oriented and provide excellent value to their clients. They have done work for my clients who have been very pleased. I highly recommend them. Rise is head of operations for the company and has been a highly valued member of the top management team."

Rise Spiegel, Apa's Current Company Details
Davidson's Inc.

Davidson'S Inc.

View
Sales Administrative Assistant
Prescott, AZ, US
Website:
julyservices.com
Employees:
104
Rise Spiegel, Apa Work Experience Details
  • Davidson'S Inc.
    Sales Administrative Assistant
    Davidson'S Inc.
    Prescott, Az, Us
    View
  • July Business Services
    Client Relationship Manager
    July Business Services Oct 2023 - Present
    (Acuff & Associates Merged With July Business Services On 6/30/24)
    Manage client relationships, provide plan design for retirement plans
    View
  • Ascensus
    West Regional Service Director
    Ascensus Sep 2022 - Oct 2023
    California, United States
    View
  • Ironworkers Employees' Benefits Corporation
    Executive Director
    Ironworkers Employees' Benefits Corporation Mar 2016 - Apr 2022
    Pasadena, Ca
    The Ironworkers Employees' Benefits Corporation (IEBC) is a non-profit entity established for the sole purpose of providing Trust Fund Administrative Services for the California and Vicinity Field Ironworker Trust Funds.The IEBC administers the California Field Iron Workers Apprenticeship Training and Journeyman Retraining Fund; California Field Iron Worker Vacation Trust Fund; California Ironworkers Field; Welfare Plan; California Ironworkers Field Pension Trust; California and Vicinity Field Iron Workers Annuity Fund; Ironworkers Workers Compensation TrustIn addition, the IEBC handles contribution collection services for the following trusts but they are not administered out of the I.E.B.C. office: California Field Iron Workers Administrative Trust; California Field Ironworkers Labor Management Cooperative Trust (LMCT); The Ironworker Management Progressive Action Cooperative Trust (IMPACT); Ironworkers Workers Compensation Trust
  • Qbi, Llc
    Chief Operating Officer
    Qbi, Llc Jul 2014 - Feb 2016
    Woodland Hills, Ca
  • John Hancock Financial Services
    Regional Marketing Director - Pacific/West
    John Hancock Financial Services Jan 2014 - Jul 2014
    Irvine, Ca
  • Fidelity Investments
    Vice President - Workplace Investing/Plan Sponsor Solutions-Client Consultant
    Fidelity Investments Sep 2012 - Aug 2013
    Greater Denver Area
    View
  • United Retirement Plan Consultants
    Vice President - Operations - United Retirement - 2011 - (Subsidiaries - Vp Of Operations 2008-2011)
    United Retirement Plan Consultants Nov 2008 - Aug 2012
    Greater Denver Area

Rise Spiegel, Apa Skills

401k Strategic Planning Consulting Qualified Retirement Plans Retirement Retirement Planning Pensions Employee Benefits Business Planning Financial Advisory Erisa Defined Benefit Investment Advisory Mutual Funds Retirement Plan Consulting Investments Profit Sharing Asset Allocation Financial Services Fixed Annuities Insurance Leadership Relationship Management Crm Securities Risk Management

Rise Spiegel, Apa Education Details

  • National Association Of Pension Administrators
    National Association Of Pension Administrators
    Qualified Retirement And Pension Administration

Frequently Asked Questions about Rise Spiegel, Apa

What company does Rise Spiegel, Apa work for?

Rise Spiegel, Apa works for Davidson's Inc.

What is Rise Spiegel, Apa's role at the current company?

Rise Spiegel, Apa's current role is Sales Administrative Assistant.

What is Rise Spiegel, Apa's email address?

Rise Spiegel, Apa's email address is ri****@****llc.com

What is Rise Spiegel, Apa's direct phone number?

Rise Spiegel, Apa's direct phone number is (818) 594*****

What schools did Rise Spiegel, Apa attend?

Rise Spiegel, Apa attended National Association Of Pension Administrators.

What skills is Rise Spiegel, Apa known for?

Rise Spiegel, Apa has skills like 401k, Strategic Planning, Consulting, Qualified Retirement Plans, Retirement, Retirement Planning, Pensions, Employee Benefits, Business Planning, Financial Advisory, Erisa, Defined Benefit.

Who are Rise Spiegel, Apa's colleagues?

Rise Spiegel, Apa's colleagues are Jodie Rostad, Qka, Pauline Undersander, Jennifer Brown, Megan Knapp, Julie Fritz, Casey Hadaway, Matthew Ruis.

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