WES LI

Position
Retirement Plan Consultant

Year Started
2017

Previous experience

Sentinel Benefits Group – 2006 – 2016
Senior Plan Consultant
Accurecord, Inc. – 2001-2006
Compliance Consultant
CBIZ Retirement Plan Services – 1999-2001
Conversion Specialist

Significant Qualifications
Accreditations/Memberships

A member of ASPPA
Bachelor – Business Management
Bachelor – Economics

Interests
Biking
Cooking
Investing
Reading

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