Lois Long has extensive experience in client relationship management, benefits and investments, and team leadership. Lois has worked at Wespath Benefits and Investments as a Client Relationship Manager and Plan Sponsor Manager. Prior to that, Lois was a Pension Administrator - Team Leader at the General Board of Pension and Health Benefits. With a background in account management at Pepsi Cola General Bottlers and assistant management at Coconuts Music Store, Lois has a well-rounded skill set in managing teams, client relationships, and training. Lois holds a Bachelor of Science degree in Business Management from National Louis University.
November, 2022 - present
October, 2003
Client Relationship Manager at HAAWK
Client Relationship Manager at Advanced Solutions International
Client Relationship Manager at TaxSutra
Client Relationship Manager at Tec-Tel Communications
Client Relationship Manager at Tax Advisors Group LLC