Tricia W. serves as a Senior Retirement Conversion Coordinator at Betterment since February 2024. With extensive experience in property management as a Rental Manager for a rental property since March 2012, Tricia oversees rental operations, ensures compliance with New York State rental policies, and maintains strong customer service relationships. Prior to Betterment, Tricia worked at Paychex from June 2018 to February 2024, holding roles such as Field Support Manager and New Client 401K Client Specialist, where Tricia excelled in customer service, managed IRS and DOL regulations, and mentored new hires. Tricia holds an Associate of Arts degree from Finger Lakes Community College, a Culinary Arts degree from Finger Lakes Technical, and a Bachelor of Arts degree in Psychology and Women's Studies from St. John Fisher College.
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