SOURCE: Trinity Pension Consultants
CLEVELAND, OH--(Marketwired - Feb 6, 2014) - Trinity Pension Consultants has announced the hiring of Laurel Leonard as a Defined Contributions (DC) Compliance Analyst at Trinity's Cleveland office. Leonard will stay in this role through April 2014 before assuming the role of a DC Relationship Manager.
"I'm extremely grateful for this new opportunity to join the excellent team at Trinity," Leonard said. "I look forward to helping our clients reach their financial goals, while also growing my skill set and exhibiting Trinity's core values."
Leonard will work as a DC Compliance Analyst, administering compliance tests until May 2014, when she will begin working as a DC Relationship Manager, helping to maintain high-level relationships with plan sponsors and advisors.
Prior to joining Trinity, Leonard worked at Bank of America as a senior account manager in credit cards, as well as a home service specialist in home loans fulfillment. She is a recipient of the Award of Excellence from her previous employer, being recognized as the top one percent of all employees. She received her bachelor's degree in corporate financial management and financial service with a minor in economics.
Leonard lives in Akron, Ohio with her 9-year-old son Jacob. Outside of work, she enjoys cooking, fine dining, traveling, practicing yoga, running and riding bikes with her son on the towpath.
"As we continue to grow and expand, Trinity is excited to welcome a valuable new member to our team," said Principal Anthony Warren. "Laurel will play a crucial part in our continued commitment to providing sound financial advice to all of our clients. We look forward to a successful future together."
For more information about Trinity Pension Consultants, visit www.trinitypension.com.
About Trinity Pension Consultants
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. www.trinitypension.com