I am an Account Executive at Palabe Wealth and are responsible for all aspects of account implementation, scheduling 401(k) and 403(b) Plan reviews, coordinating enrollment/educational meetings, providing administrative assistance in relation to changes in investment options, and assist plan sponsors in gathering information for 404(a)(5) participant reports. I am a graduate of Robert Morris University with a Bachelor's Degree is Business Management. I have been with Palabe Wealth since 2008. I assist in answering questions about statements, accounts, and plan details.
I am an Account Executive at Palabe Wealth and are responsible for all aspects of account implementation, scheduling 401(k) and 403(b) Plan reviews, coordinating enrollment/educational meetings, providing administrative assistance in relation to changes in investment options, and assist plan sponsors in gathering information for 404(a)(5) participant reports. I am a graduate of Robert Morris University with a Bachelor's Degree is Business Management. I have been with Palabe Wealth since 2008. I assist in answering questions about statements, accounts, and plan details.