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Jeanne Reder
Vice President, Client Services |
As Manager of Client Services, Ms. Reder oversees the daily operations, administration and communications regarding new account openings, Self Directed IRAs, Automatic Rollover Program and Health Savings Accounts. Her responsibilities include comprehensive communication with clients and the delivery of other services, including daily transactions, required minimum distributions, investment trading and tax reporting.
Ms. Reder was previously a Vice President with Principal Financial Group in Chicago, and has more than 25 years of experience in the administration of retirement plans and trust accounts. Ms. Reder holds the Series 7 and 66 brokerage licenses, along with the Illinois Insurance Producer license in life, accident and health.
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