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Daybright Financial
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Director, Strategic Accounts and Channel Development July Business Services
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Nova 401(k) Associates
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Internal Channel Sales Team Lead July Business Services
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EPIC RPS
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Spectrum Pension Consultants (part of Daybright Financial)
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EPIC RPS
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Relationship Manager – Defined Contributions Daybright Financial
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Director of Regulatory Operations and Compliance PCS Retirement
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Stones River Consulting
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403bwise Creates School District 403(b)/457(b) Vendor Database and Grading System
403bwise 
[Opinion] Oct. 12, 2021 "There are 14,344 school districts in the country. To date we have vendor data for close to 4,000 school districts. This represents close to 28% of all school districts. We are adding vendor lists daily.... We also created an A-F rating system.... Every K-12 employee should have access to both unbiased information and at least one quality, low-cost investment choice. Schools should ban sales agents from selling products on campus and marketing via teacher email in boxes." |
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