Stephanie Lambert French provides retirement plan education to employees throughout New England. With a background in Human Resources as well as Financial Services, she is particularly well-positioned to understand the concerns of Human Resource professionals and to offer strong support. Stephanie has a detailed knowledge of retirement benefits, first-hand practice in plan administration, and an enthusiastic enjoyment in helping employees understand and appreciate their retirement plans.

Background:

Retirement Benefit Administrator for financial services company
Director of Operations for financial group
Benefits Specialist specializing in plan administration, education, and compliance

Education/Training:

General Securities Principal (Series 26)
Registered Representative (Series 6, 63)
Rhode Island Life and Health Insurance Licenses
CEBS and Graduate coursework
B.S. degree – University of Southern Maine