Sue Desrosier
Director, Retirement Plan Specialist at Sequoia Financial Group
- Role
- Retirement Plan Client Relationship and Education Manager at Carlson Retirement Plan Services
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Sue Desrosier
My role as Retirement Plan Specialist at Sequoia Financial Group allows me to realize my…
Experience
Retirement Plan Client Relationship and Education Manager
Carlson Retirement Plan Services
Oct 2018 — Present · Minneapolis, MN, US
As 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.
Education
Kaplan University
BFA™
Hamline University
B.A.
Skills
- Microsoft Office
- Sales
- Marketing
- Customer Relationship Management (Crm)
- Leadership
- Customer Service
- Team Building
- Management
- Microsoft Excel
- Strategic Planning
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