The Retirement Advantage
- Teams
- Client Relationship Management
Client Relationship Management
About
The Client Relationship Management team at The Retirement Advantage is dedicated to fostering strong, lasting relationships with employers, advisors, and employees. They provide exceptional support and guidance throughout the retirement plan process, ensuring that clients receive personalized service, timely communication, and expert advice on 401K solutions. Their collaborative efforts help clients navigate complex retirement services while enhancing overall satisfaction and retention.
Team members
Brad Esquivel
Client Relationship Manager
Carminia Towarnyckyj
Client Relationship Manager
Danielle Greger
Client Relationship Manager
Heather Newsome
Customer Relationship Manager
Heather Rivera
Client Relationship Manager
Jalen Henningsen
Client Relationship Manager
Jennette Hutchinson
Client Services Manager
Kelli Davis
Manager, Client Services
Pamela Vazquez
Client Relationship Manager
Ryan Darby
Account Manager
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