Suzanne Chouljian

Compliance Consultant

Name variants:
Susan Chouljian
Last updated Jun 02, 2024

Contact Information

Last Update
Jul 1, 2022
Email
sc**@pentegra.com
Location
Rexburg, ID
Company

Workplace

EquityZen
Compliance Consultant

Industry

Financial Services

Work History

Compliance Consultant

New York
from Aug 2020

Director, Compliance Services and on-Boarding

New York
from Feb 2020

Director, Broker-Dealer Operations

Newark, NJ
For 140 years, Prudential Financial (NYSE:PRU) has helped people grow and protect their wealth. We offer individual and institutional clients a wide array of financial products and services....
from Oct 1, 2016

Assistant Vice President, Compliance

701 Westchester Ave, White Plains, NY 10604
Oversee Pentegra's Compliance Services department as well as responsible for creation and distribution of 408(b)(2) and 404(a)5 fee disclosures and ensure fulfillment of our 3(16) fiduciary ...
Jan 2010 — Mar 2016

Director, Compliance Services

701 Westchester Ave, White Plains, NY 10604
Jul 2005 — Dec 2009

Senior Consultant

Aon
My responsibilities included due diligence analysis and vendor search process, analyzed and interpreted plan documents, researched legal issues and provided the client with technical advice ...
Apr 1991 — Jul 2005

Senior Plan Administrator

Managed a core group of clients and performed all 401k record keeping, compliance and consultative duties.
Aug 1989 — Apr 1991

Education

1983 — 1986

Occupations

Executive
Director
Accountant
Finance and Accounting Specialist
Health Specialist
Certified Nurse Aide
Operations Manager
Accounting Bookkeeper
Bookkeeper
Nurse
Nurse Practitioner

Skills

Leadership
Consulting
Pensions
Defined Contribution
Retirement Planning
Relationship Management
401K
Financial Services
Qualified Retirement Plans
Esop
Customer Service
Defined Benefit
Profit Sharing
Management
Nondiscrimination Testing
Project Management
Erisa
Due Diligence
Retirement
Analysis
Employee Benefits
401 Retirement Savings Plans
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