TRI-AD
Wendy Schulz has extensive experience in client service management, currently serving as a Client Service Manager at TRI-AD since February 1996, where responsibilities include the administration and consulting of various employer benefits such as FSA, COBRA, and HSA, along with supervising team associates and delivering high-level solutions. Prior to this role, Wendy worked at Lawrence Welk Resort from April 1995 to January 1996, handling credit card payment processing for timeshare payments. Wendy holds a Business Certificate from John Forrest Senior High School in Australia and has completed the Series 6 and 63 certifications through AD Banker & Co.
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TRI-AD
TRI-AD is a total benefits administration firm that serves the unique needs and requirements of mid-market employers. Privately owned for almost 50 years, TRI-AD's hallmark has been the development of long-term and mutually beneficial relationships with our clients and a superior service experience for their plan participants. TRI-AD is not a volume shop or a "cookie cutter" benefits administrator. We partner with organizations that value high-touch service, flexibility and a willingness to adapt our service approach to the needs of our clients...not the other way around. TRI-AD's one-stop approach for all benefits administration needs ensures accountability, streamlined processes, ease-of-use and complete satisfaction for our clients and their plan participants.