We found the following information about Peter J Bruno at The Retirement Plan Company, Llc, where this person has worked as a Relationship Manager since 2019. Peter's total work experience is over 37 years, during which time the professional had at least seven jobs at different companies to develop skills. Peter studied at the Kings College to 1996. Peter currently is located in Coffeetown, Pennsylvania. You can contact with Peter by searching for phone number or email or find additional information by requesting access to this professional's further details from SoftwareOfficial.
Name variants:
Petr Bruno,
Pete Bruno,
Petie Bruno,
Petey Bruno
Last updated Jun 12, 2024
Contact Information
Last Update
Jul 11, 2022
Email
pb**@outlook.com, pe**@msn.com, li**@comcast.net
Location
Coffeetown, PA
Company
Workplace
Relationship Manager
Brentwood, TN
Industry
Financial Services, Open-End Management Investment, Accountant
Colleagues
Work History
Relationship Manager
1620 Westgate Cir SUITE 170, Brentwood, TN 37027
from Sep 2019
Team Lead
545 Metro Pl south SUITE 240, Dublin, OH 43017
Sep 2017 — Sep 2019
Compliance Manager and Peer Reviewer
East Providence, RI
Company wide ERISA compliance consultant, peer reviewer and mentor for defined contribution plan administration teams handling small to mid-size companies. Compliance and procedural leader f...
Feb 2009 — May 2017
Senior Account Manager
1100 southwest 6Th Ave, Portland, OR 97204
Senior level retirement plan consultant performing nondiscrimination testing, reporting and client relationships (in-person and phone) for small to mid-size plan market.
Aug 1995 — Feb 2009
Technical Services Analyst
501 Corporate Cir, Harrisburg, PA 17110
Assisted company ERISA attorney with legal documents and
compliance research
Assisted in development of company's volume submitter 401(k),
profit sharing, money purchase and defined bene...
Aug 2001 — Jun 2004
Senior Operations Specialist
Newark, NJ
Business side systems project analyst, new business plan document design consultant and restatements, compliance support including QDRO determinations for Defined Benefit and Defined Contrib...
Sep 1989 — Sep 1999
Education
Occupations
Executive
Director
Sales Specialist
Relationship Manager
Accountant
Finance and Accounting Specialist
Team Leader
Operations Manager
Account Service Manager
Customer Service
Accounting Bookkeeper
Bookkeeper
Skills
Erisa
Nondiscrimination Testing
Form 5500 Preparation
Consulting
Peer Mentoring
401 Retirement Savings Plans
Profit Sharing
Client Services
457 Plans