Zachery Mountel
RVP & Technical Consultant - Retirement Sales at Trinity Pension Consultants
- Role
- Regional Vice President of Sales & Technical Consultant at Trinity Pension Consultants
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
Experience
Regional Vice President of Sales & Technical Consultant
May 2020 — Present · Cincinnati, OH, US
Collaborates with the Financial Advisor community in delivering highly effective administration and compliance solutions for their client\'s employer sponsored plans. Provides technical expertise to Financial Advisors and their Plan Sponsors. Helps provide prospecting support, point-of-sale support, advanced plan design and presentations to the Financial Advisory community and their Plan Sponsor clients/prospects.
Education
The Ohio State University College of Arts and Sciences
Bachelor of Arts
2008 — 2012
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