President
CurrentConsulting and administration of 401(k) plans, profit sharing and defined benefit plans for small companies. Proposals are personalized and provided at no charge.
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@davidsonpension.com
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Tracy Davidson is listed as Consultant and Owner of Davidson Pension Consulting, LLC at Davidson Pension Consulting, a with 2 employees, based in Corte Madera, California, United States. AeroLeads shows a work email signal at davidsonpension.com and a matched LinkedIn profile for Tracy Davidson.
Tracy Davidson previously worked as President at Davidson Pension Consulting and Sales Consultant at Demars Pension Consulting Services. Tracy Davidson holds Bachelor Of Applied Science (B.A.Sc.), Finance And Financial Management Services from Avila University - Entirely At Night While Working Full-Time.
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Consult with small business owners to implement and manage retirement plans. Offering 401(k), profit sharing and defined benefit plans. Will customize the plan(s) to meet the desired goal of the owner of the business.
Listed skills include Strategic Planning, Recruiting, Team Building, Consulting, and 9 others.
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Corte Madera, Ca
Consulting and administration of 401(k) plans, profit sharing and defined benefit plans for small companies. Proposals are personalized and provided at no charge.
Overland Park, Kansas
Conducted enrollment meetings and provided consulting for small to medium sized plans. Involved some travel. Coordinated the administration of their plans.
Kansas City, Missouri Area
Consulted with companies on their retirement plans. Clients like Applebee's and Garmin, Conducted oversight of their retirement plans. Applebee's consulting required travel.
Kansas City, Missouri Area
Manage benefit plansAccounting for valuation of retirement plansRecordkeeping for participants
Got a degree in Finance
Activities and Societies: Worked full time so no activities were pursued.
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Tracy Davidson works for Davidson Pension Consulting.
Tracy Davidson is listed as Consultant and Owner of Davidson Pension Consulting, LLC at Davidson Pension Consulting.
AeroLeads has found 1 work email signal at @davidsonpension.com for Tracy Davidson at Davidson Pension Consulting.
Tracy Davidson is based in Corte Madera, California, United States while working with Davidson Pension Consulting.
Tracy Davidson has worked for Davidson Pension Consulting, Demars Pension Consulting Services, United Missouri Bank, and Marion Laboratories.
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Tracy Davidson holds Bachelor Of Applied Science (B.A.Sc.), Finance And Financial Management Services from Avila University - Entirely At Night While Working Full-Time.
Tracy Davidson is listed with skills including Strategic Planning, Recruiting, Team Building, Consulting, Strategy, Leadership, Management, and Business Development.
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