Client Service Associate / firstname.lastname@example.org
Connie joined DBR & CO in November 2018. As Client Service Associate, Connie provides client and administrative support for DBR & CO’s Retirement Plan Advisors. In her role, Connie works closely with advisors to prepare for and schedule client meetings, compile retirement plan quarterly reports and provide exceptional service at both the retirement plan and individual participant level.
Connie’s industry experience includes several years at Federated Investors as a Retirement Plan Administrator and Processor. She is a graduate of Community College of Allegheny County.