Michael has worked in the Benefits Administration Industry for almost 20 years, working for prominent software providers, delivering leading-edge government forms solutions. By leveraging his broad knowledge of information technology, software development, and his experience working with the ERISA data collected by the U.S. DOL, he has helped to provide prospecting tools allowing practitioners to locate and win new business more easily.
Jeff has worked in the Financial Services industry for more than 20 years. He is a pension and retirement plan expert with business development, plan design and operations experience. Jeff's focus has been to develop innovative business solutions and improve sales win rates. He is recognized for developing and deepening client relationships by applying a consultative approach to identify and meet client needs.