TruePlan Information
Contact top employees from
TruePlan
Summary
The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 15. To connect with TruePlan employee register on SignalHire.
Organization Website | trueplanadvisors.com |
Industries | |
Headquarters Location | One Empire Drive, Rensselaer, NY, 12144 US |
Employees Size | 10-50 employees |
Specialties | Plan Optimization & Governance, Vendor Management & Benchmarking, Investment Selection & Monitoring, Employee Communication and Education, Merger and Acquisition Support, Employer-Sponsored Insurance, Consulting and Brokerage Services, Voluntary Programs |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at TruePlan shows a diverse range of experience levels:
5% have been with the company for less than 1 year10% for 1–2 years10% for 3–4 years15% for 5–7 years20% for 8–10 years40% have over 11 years of service at TruePlanContact top employees from
TruePlan
Peter Margiotta
Vice President
Amanda Humphrey
Senior Account Manager Employee Benefit Services
Margaret Taylor
Manager, Client Relationship Management
Bernard Gleeson
Director, Employee Benefit Sevices
Karen Kaufman
Investment Research, Retirement Services
Owen Howard
Investment Research Analyst
Vincent Bocchinfuso
Consulting Executive
Alana Jennings
Manager, Client Relationship Management and Retirement Education Supervisor
Kylee Hall
Director, Retirement Services
Ryan McWalter
Senior Director of Investments
Daniel Brindisi
Retirement Educator
Andrew Goo
Business Development Executive, Benefit and Retirement Plan Services
Rebecca Foland
Executive Assistant
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FAQ
TruePlan operates in the Finance industries. More details can be found on the official website: trueplanadvisors.com.
The headquarters of TruePlan are located in Rensselaer, United States.
TruePlan currently employs 10-50 people.
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