Sue Desrosier, Cfei, Bfa™ Email & Phone Number

Minneapolis, Mn, Us

Greater Minneapolis-St. Paul Area

As the Client Relationship and Education Manager, I am part of a team serving small and mid-sized business’ 401(k) retirement plans. I am fortunate to engage with employers and their employees on a regular basis, delivering exceptional service and care every step of the way. Key areas of responsibility include: providing support for the preparation and organization of 401(k) plan design presentations, delivering educational presentations, providing resources to plan participants, and managing all administrative functions. As a Certified Financial Education Instructor, I enjoy meeting with plan participants to help clarify their options, empower them with knowledge, and position them for a successful retirement.

Greater Minneapolis-St. Paul Area - Greater St. Cloud Area

As a Qualified Plan Operations Manager, I was responsible for providing operations support to Qualified Plan Consultants. Through client service, compliance management, investment analysis support, and technological support, I assisted clients in obtaining the best possible experience in administering their company's qualified plan.

As a Client Support Specialist, I provided essential administrative support to ensure smooth operations, customer satisfaction, and advisor efficiency.

Buffalo Lake, Minnesota, United States

As a Client Relationship Manager, I served as a key point of contact for clients to ensure a high-quality experience.

B.A., Business And Psychology

Bfa™