
Cpc Lori Wenzl Davis Qpfc Cfp
Self-directed professional with experience in employee benefits, defined contribution plan implementation and communications. Proactive team player with strong... | St Petersburg, Florida, United States
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Cpc Lori Wenzl Davis Qpfc Cfp’s Emails ld****@ex****.com
Cpc Lori Wenzl Davis Qpfc Cfp’s Phone Numbers No phone number available.
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Cpc Lori Wenzl Davis Qpfc Cfp’s Location St Petersburg, Florida, United States
Cpc Lori Wenzl Davis Qpfc Cfp’s Expertise Self-directed professional with experience in employee benefits, defined contribution plan implementation and communications. Proactive team player with strong organizational capabilities. Effective communicator and presenter with well developed problem solving ability. Specialties: • Certified Pension Consultant • Qualified Pension Administrator • Qualified 401(k) Administrator • Certified Financial Planner • State of Florida 215 Insurance License
Cpc Lori Wenzl Davis Qpfc Cfp’s Current Industry Global Connections Travel
Cpc
Lori Wenzl Davis Qpfc Cfp’s Prior Industry
Ameriprise Financial
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The 401
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Invesmart
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Fidelity Investments
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The Newport
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Aspire Financial Services
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Tampa Bay Lightning
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Transamerica Retirement Solutions
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Global Connections Travel
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Work Experience

Global Connections Travel
Travel Advisor
Sat Jun 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Transamerica Retirement Solutions
Transition Consultant
Tue Oct 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Dec 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)
Tampa Bay Lightning
Payroll and Benefits Coordinator
Fri Feb 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Oct 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
Aspire Financial Services
Senior Conversion Consultant
Tue Feb 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Feb 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
The Newport
Senior Client Service Manager
Sat Aug 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Dec 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)
Fidelity Investments
Implementation Project Manager
Sat Sep 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Mar 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)
Invesmart
Senior Retirement Plan Implementation Consultant
Mon Jan 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jan 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time)
The 401
Communication Manager
Mon Jan 01 1996 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jan 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time)
Ameriprise Financial
Personal Financial Planner
Fri Jan 01 1988 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 1995 00:00:00 GMT+0000 (Coordinated Universal Time)