Trinity Promotes Geiger to DB Relationship Manager
(firmenpresse) - CINCINNATI, OH -- (Marketwired) -- 11/21/13 -- Trinity Pension Consultants has announced the promotion of Gary Geiger to a Defined Benefit (DB) Relationship Manager at Trinity's Cleveland office. In this new role, Geiger will continue providing plan design advice to clients and financial advisors with an increased focus on cash balance plans. Geiger has been a Defined Contributions Relationship Manager with Trinity Pension Consultants for three years.
"I'm very excited for the opportunity to move into this new role with Trinity," Geiger said. "I look forward to continuing to provide valuable advice to clients, while also helping them find the best retirement plan solutions."
As a DB Relationship Manager, Geiger will work alongside plan sponsors and their connected financial professionals to craft successful administration and compliance solutions for their employer-sponsored plans.
Prior to joining Trinity, Geiger spent more than 12 years at Noble-Davis Consulting in Solon. There, he was responsible for everything from compliance testing to client relationship management.
"As we continue to grow and expand, we recognized the need for a new Defined Benefit Relationship Manager," said Principal Anthony Warren. "With Gary in this new role, we are able to further serve our clients and provide them with a customized financial plan that best meets their needs."
For more information about Trinity Pension Consultants, visit .
Trinity Pension Consultants was established in 2006 by friends and colleagues Anthony Warren and Kevin Bergdorf. Both had worked for a local third-party administration firm and in the corporate financial world. Their experiences led them to realize there was a need for a TPA firm that had a fresh perspective on what financial advisors needed and wanted. Trinity's OPEN solution means clear communication, building relationships, and understanding the clients' businesses and challenges in order to design a plan that puts their needs first.
Corporate Contact:
Anthony Warren
Phone: 330.668.3747
E-mail:
Agency Contact:
Abbey Ball
Phone: 330-572-2721
E-mail:
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Datum: 21.11.2013 - 16:31 Uhr
Sprache: Deutsch
News-ID 319250
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Town:
CINCINNATI, OH
Kategorie:
Investment Services & Trading
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