Sue Desrosier, Cfei, Bfa™ Email and Phone Number
Sue Desrosier, Cfei, Bfa™ work email
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Sue Desrosier, Cfei, Bfa™ personal email
My role as Client Relationship and Education Manager at Carlson Retirement Plan Services allows me to realize my passions for delivering an extraordinary client experience and personalized guidance and financial education to our plan participants. I am proud to be part of a fiduciary team that gives employers and their employees peace of mind that we—as their trusted partner—will always place their interests first. When I’m not working, I enjoy creating memories with my loved ones on our family farm.
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Director, Retirement Plan SpecialistSequoia Financial GroupMinneapolis, Mn, Us
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Retirement Plan Client Relationship And Education ManagerCarlson Retirement Plan Services Oct 2018 - PresentGreater Minneapolis-St. Paul AreaAs 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. -
Qualified Plan Operations ManagerBergankdv Jun 2012 - Oct 2018Greater Minneapolis-St. Paul Area - Greater St. Cloud AreaAs 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. -
Client Support SpecialistBergankdv Nov 2010 - Oct 2018As a Client Support Specialist, I provided essential administrative support to ensure smooth operations, customer satisfaction, and advisor efficiency.
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Client Relationship ManagerFreedom Solutions 2003 - 2010Buffalo Lake, Minnesota, United StatesAs a Client Relationship Manager, I served as a key point of contact for clients to ensure a high-quality experience.
Sue Desrosier, Cfei, Bfa™ Skills
Sue Desrosier, Cfei, Bfa™ Education Details
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Business And Psychology -
Bfa™
Frequently Asked Questions about Sue Desrosier, Cfei, Bfa™
What company does Sue Desrosier, Cfei, Bfa™ work for?
Sue Desrosier, Cfei, Bfa™ works for Sequoia Financial Group
What is Sue Desrosier, Cfei, Bfa™'s role at the current company?
Sue Desrosier, Cfei, Bfa™'s current role is Director, Retirement Plan Specialist.
What is Sue Desrosier, Cfei, Bfa™'s email address?
Sue Desrosier, Cfei, Bfa™'s email address is sd****@****kdv.com
What schools did Sue Desrosier, Cfei, Bfa™ attend?
Sue Desrosier, Cfei, Bfa™ attended Hamline University, Kaplan University.
What skills is Sue Desrosier, Cfei, Bfa™ known for?
Sue Desrosier, Cfei, Bfa™ has skills like Management, Customer Service, Strategic Planning, Leadership, Customer Relationship Management, Team Building, Microsoft Excel, Sales, Marketing, Microsoft Office, Education.
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