United Asset Management
Beatriz joined United as a Pension Administrator in 2019, assisting with rollovers, payroll, year-end tasks, and general administration. Beatriz communicates with clients on a regular basis and assists current and newly eligible 401k participants. As a member of United’s pension department, Beatriz strives to cultivate a positive experience for both clients and participants.
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United Asset Management
UnitedAsset.com is a fee based independent registered investment advisory firm serving families, businesses, pensions and foundations.