Jeff Haugen

Team Lead, Retirement Plan Consulting

Jeff Haugen, APA, QKA, is a Retirement Plan Consultant at July Business Services since May 2023, and also serves as a Compliance Consultant at Heartland Retirement Plan Services, a position held since January 2019. Prior experience includes working as a Pension Consultant at Norton Retirement Services, Inc. from May 2006 to September 2014. Jeff Haugen holds a Bachelor of Science degree in Marketing from Utah State University.

Location

Phoenix, United States

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