Jennifer McCoy, ARPC

Current

• Sr. Client Relationship Manager at Transamerica Retirement Services

Past

• Relationship Manager at OneAmerica Retirement Services
• Retirement Plan Consultant at OneAmerica Retirement Services
• Employee Benefits Associate at Old Kent Bank & Trust

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Education

• Grand Valley State University

Recommended

1 person has recommended Jennifer

Connections

26 connections

Industry

Financial Services

Jennifer McCoy, ARPC’s Experience

• Sr. Client Relationship Manager

  Transamerica Retirement Services

  (Public Company; Financial Services industry)

  February 2005 — Present (5 years )

• Relationship Manager

  OneAmerica Retirement Services

  (Financial Services industry)

  June 2002 — February 2005 (2 years 9 months)

• Retirement Plan Consultant

  OneAmerica Retirement Services

  (Financial Services industry)

  April 1998 — June 2002 (4 years 3 months)

• Employee Benefits Associate

  Old Kent Bank & Trust

  (Financial Services industry)

  February 1995 — April 1998 (3 years 3 months)

Jennifer McCoy, ARPC’s Education

• Grand Valley State University

  1994 — 1998

Additional Information

Jennifer McCoy, ARPC’s Groups:

•    401(k)
•    401(k) Participant Education
•    ETF(k) Retirement Plan Group

Jennifer McCoy, ARPC’s Honors:

2005 Team Goal Award for Asset Retention
2006 Goal Buster Award for Asset Retention
2007 Goal Buster Award for Asset Retention
2007 Awarded for Highest Number of Client Visits
2007 Client Relationship Manager of the Year
2008 Goal Buster Award for Asset Retention
2008 Awarded for Highest Number of Client Visits

Jennifer McCoy, ARPC’s Contact Settings

Interested In:

• career opportunities
• new ventures
• expertise requests
• business deals
• reference requests
• getting back in touch