Les Revzon's Presentation
How to Survive a Trust Audit...
Revzon
Consulting and CIFmarketplace Join Forces
Click
Here to Read More...
Employees Name Investment Adviser
in 401(k) Suit
Click
Here to Read More...
Revzon
Consulting hires Michelle Brooks as
Manager of
Participant Recordkeeping Services
Dateline:
Marshfield, MA
Issued June 1, 2009
The Revzon
Consulting Group., a nationally recognized management consulting firm
with corporate headquarters in Marshfield, MA, assisting financial
service firms offering retirement plans and services as well as
corporate and personal trust services, has announced the addition of
Michelle Brooks to its staff as the Manager of Participant
Recordkeeping Services.
Brooks, with
nearly 23 years experience in the benefits industry, brings
substantial expertise in recordkeeping and conversions to Revzon
Consulting enabling an expansion of services.
Ms. Brooks was
previously employed by New York Life of Westwood, MA, where she
served as a Conversion Manager. In that role she was
responsible for all Taft-Hartley new business as well as Small Plan
and Mid-Market new business products. Brooks also was
instrumental in the strategic planning for Total Retirement Outsourcing.
Prior to joining
New York Life Michelle served as Vice President and Manager of
Conversions and New Business for Union Bank of California.
Brooks holds FINRA
Series 6, 63, & 26 licenses. She lives in Plymouth, MA.
"As we
expand both our client base and the services we offer to the
financial community, having someone with Michelle's expertise and
know-how is invaluable," said Les Revzon, principal of The
Revzon Consulting Group. "In this time of government
scrutiny of 401(k) plans and the fees being charged we feel that we
bring true value to the market place. Michelle, like all of our
hand-picked staff, has the experience to guide any financial
institution or plan sponsor successfully through the plan set-up process."
No theories, just answers
The Revzon
Consulting Group provides consulting and project management expertise
in all areas of trust services such as outsourcing, new product
set-up, development of client retention programs, project management,
review of current business functions and products as well as setting
up streamlined work flows between front and back offices. They
also provide hands-on experience with trust and recordkeeping system
conversions, upgrades, enhancements, and replacements, in addition to
audit & compliance programs and Pooled Investment Fund set-up.
The Revzon
Consulting Group headquarters is based at 465 Furnace Street in
Marshfield, MA. For more information about the company's
services, call (781) 740-1004 or visit their website at www.revzonconsulting.com.
Here We Grow Again!
One year ago we
moved to our new home in Weymouth and we have already outgrown our
office space.
The response to
our services - in terms of new clients and retention of existing ones
- has been outstanding. In addition to consulting services we
have added outsourcing and recordkeeping.
Effective June 1st
our new address is:
All telephone and
fax numbers remain the same.
Thank you for
making our consulting group so successful.
|
