Thomas Cooper
Director of Business Development & Retirement Plans - Zuna
- Role
- Director of Business Development at Zuna
- Location
- Bend, OR, US
- LinkedIn followers
- 500 followers
About Thomas Cooper
A successful qualified retirement plan (401(k), Cash Balance) aligns Employer objectives…
Experience
Director of Business Development
Jan 2023 — Present · OR, US
Working with business owners and managers in an advisory capacity to oversee all aspects of the retirement plan employee benefit offering. Providing employee education and guidance to improve financial literacy and increase retirement saving. Partnering with CPAs, Attorneys, TPAs, Recordkeepers, Payroll Providers and other COIs for a well-orchestrated delivery of services.
Education
Willamette University MBA
MBA, Business Management
1993 — 1995
Oregon State University
BS, Broadcast Communications
1987 — 1991
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