As a Senior Retirement Plan Client Service Manager on the Finerty Retirement Team, Jennifer Suda primarily works with group retirement plan business. In this role, she helps clients work through any issues they may encounter, providing exceptional service while striving to build long-lasting relationships with them. She also assists plan participants and works closely with various record keepers on the team’s retirement plans.
Prior to joining Moneta, Jennifer worked at a small Third-Party Administrator. She also worked in Human Resources and retirement and 401(k) planning. In 2010, she joined the Finerty Retirement Team. She holds a “Retirement Plan Fundamentals” certificate through the American Society of Pension Professionals & Actuaries (ASPPA).