Teams at Transition Finance Strategies LLC

Leads sales of retirement plan administration and consulting services across the Long Island and New York Metro territory. Builds relationships with retirement advisors, record keepers, RIAs, payroll consultants, and other financial intermediaries; promotes 401(k), 403(b), ESOP, defined benefit, and related solutions. Manages territory strategy, segmentation, travel budget, presentations, and collaboration with internal sales, consulting, implementation, and service teams.