Client Services Manager
Soojin serves as the primary contacts for clients and plan sponsors to assist with day-to-day administrative responsibilities. She is responsible for generating plan analysis reports, preparing materials for 401(k) committee meetings and managing the fiduciary vault.
In her free time Soojin likes to travel, discovering new restaurants, painting, playing piano and cello and collecting figures.
Bachelor’s degree in Economics from San Diego State University
- Retirement Plan Management