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Veronica Lee
Chief Relations Officer at Rpag
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Work Experience
Jan 2010 - Present · 14 years and 11 months
Chief Relations Officer
Jul 2023 - Present · 1 years and 5 months
Senior Vp, Client Service
Jan 2010 - Aug 2023 · 13 years and 7 months
Senior Vp, Client Service
Jul 2000 - May 2023 · 22 years and 10 months
Company Details
51-200 Employees
Welcome to RPAG's LinkedIn page, where we provide comprehensive retirement plan advisory services and insights for retirement plan sponsors, fiduciaries, and financial advisors. As a leading retirement plan advisory firm, we are committed to helping our members navigate the complexities of retirement planning and achieve their retirement goals. Our team of experienced professionals brings a wealth of knowledge and expertise to every engagement, providing personalized solutions tailored to our clients' unique needs. Through this page, we share valuable content on retirement plan design, fiduciary responsibilities, practice management, compliance, investment due diligence and more. Our goal is to provide you with the latest industry trends, insights, and best practices to help you make informed decisions when it comes to managing your retirement plan. Follow our page to stay up-to-date on the latest retirement plan topics and join the conversation by sharing your thoughts, comments, and questions. We look forward to connecting with you! To learn more, visit http://www.rpag.com
Year Founded
2004
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Banks & Financial Services, Consultants
HQ Location
120 Vantis Suite 480 Aliso Viejo, CA 92656, US
Keywords
Investment Due DiligenceRFPs & Fee BenchmarkingsFiduciary ComplianceSales & MarketingPractice ManagementTechnologyTraining
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