With work experience over 33 years, this expert is currently working at Sapers & Wallack, Inc which is located in 627 as a Retirement Plan Consultant. Morgan received his education from 2006 to 2010 at the Louisiana State University. This professional is a certified expert, proven by the following certifications: Chartered Retirement Plans Specialist This expert can be found in Newton, Massachusetts. To contact directly Morgan, you can look for their phone number or email or receive additional info by requesting access to this expert's further details.
Name variants:
Mo Pace
Last updated Jun 09, 2024
Contact Information
Workplace
Colleagues
Work History
Retirement Plan Consultant
275 Washington St, Newton, MA 02458
Founded in 1932, Sapers & Wallack is a comprehensive insurance, benefits and wealth management advisory firm. Non-profits, venture-backed and private equity portfolio companies, family-owned...
Aug 2016 — Jan 2018
Group Account Representative
New York, NY
Mutual of America delivers the cost-efficiency of a full-service retirement plan provider: one company to help you meet your investment, communication and administrative responsibilities. Th...
Aug 2013 — Aug 2016
Retirement Services Representative
911 Panorama Trl south, Rochester, NY 14625
Working with current payroll clients and small business owners to minimize their payroll tax liabilities and create tax shelters for their business. Setting up business owners for retirement...
Apr 2013 — Jul 2013
Sales Representative
Responsibilities include retaining, organically growing, and securing new business opportunities of current and potential food service institutions such as restaurants, hotels, caterers, an...
Mar 2012 — Mar 2013
Sales Representative
16550 Commercial Ave, Baton Rouge, LA 70816
Job requirements involved maintaining current territory accounts while gaining new business for the Baton Rouge area. The position entailed staying up to date on produce market trends such ...
Jun 2011 — Mar 2012
Retail Sales Consultant
208 south Akard St, Dallas, TX 75202
Responsibilities undergone involved continuous training of technological advances in the cellular industry; being familiar with multiple computer programs and brands to set up wireless serv...
Mar 2007 — Jul 2008
Education
Bachelor of Science in Agricultural Business Management
Baton Rouge, LA
Aug 2006 — Dec 2010
2006 — 2010
Occupations
Executive
Director
Counselor
Accountant
Finance and Accounting Specialist
Sales Specialist
Account Representative
Chief Administrative Officer
Health Specialist
Certified Nurse Aide
Operations Manager
Advisor
Accounting Bookkeeper
Bookkeeper
Client Service Officer
Customer Service
Chief Executive
Nurse
Nurse Practitioner
Skills
Account Management
Sales
Management
Training
Sales Operations
Retirement Planning
Retirement Benefits
Retirement Plan Consulting
Flexible Spending Accounts
Enrollment Services
401K
Roth Ira
Safe Harbor
Traditional Ira
Customer Service
Cold Calling
Employee Benefits
Strategic Planning
FAQs about Morgan Pace
What's the main profession of Morgan Pace?
This professional's job is Retirement Plan Consultant
What jobs is Morgan Pace proficient at at?
Morgan is proficient at such jobs as Executive and Director.
Where is Morgan Pace located?
Morgan Pace is located in Newton, Massachusetts.
How many companies did Morgan Pace work at?
The professional worked at nine jobs.
What education does Morgan Pace have?
Morgan studied at the Louisiana State University from 2006 to 2010.
Are there any certifications Morgan Pace has?
This professional received the following certifications: Chartered Retirement Plans Specialist.
What is the industry that Morgan Pace worked in?
This professional works in Financial Services industry.
What are professional skills of Morgan Pace?
This professional has the following skills: Account Management, Sales, Management, Training, Sales Operations, Retirement Planning, Retirement Benefits, and Retirement Plan Consulting.