Jeffrey Baum

Senior 401(k) Compliance Manager at Sequoia

Jeffrey Baum is currently working at Sequoia as a Senior 401(k) Compliance Manager. Prior to this role, Jeffrey was a Senior Retirement Benefits Analyst at Stanford University and an Analyst at Sunwest Pensions. With previous experience at MGKS, Edward Jones, Vanguard, and the Primate Foundation of Arizona, Jeffrey has a strong background in pension administration and client relationship management. Jeffrey holds a Bachelor of Science degree in Anthropology, with a focus on Physical and Biological Anthropology, from the University of Nebraska-Lincoln.

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Timeline

  • Senior 401(k) Compliance Manager

    July, 2023 - present

  • 401 K Compliance Manager

    January, 2021

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