Cpc Lori Wenzl Davis Qpfc Cfp

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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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)

Skills

Languages

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