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
