As a Client Service Associate with the Employer Retirement Plan team at RTD Financial, Burke works with plan participants, plan sponsors, and strategic partners to provide a dedicated and thorough service, wholly contingent on the participants best interests. Before RTD Financial, Burke graduated from the Honors College at Rutgers-Camden with a dual degree in Political […]
Kurt is a Client Service Associate with RTD Financial. He has a keen eye for detail and always advocates for his clients. Kurt studied finance at university and enjoys keeping up to date with financial news and developments. Kurt brings years of financial services experience to RTD. After graduating from Quinnipiac University with a major […]
Medgine always knew that she had a passion for helping others but didn’t always know how she could make a career from it. Early in her college studies, she was exposed to the world of finance and financial planning, and from there, things began to fall into place. Growing up in Haiti and later moving […]
Donald is a Senior Client Service Associate at RTD Financial. Donald joined the firm in this role in April 2021. His primary role is to work closely with the Financial Planners to help meet all client requests and inquiries in a timely manner. Prior to joining RTD, Donald worked as a Senior Operations Analyst at […]
As Associate Retirement Plan Consultant, Maryellen enjoys working directly with plan sponsors, participants, and partners to develop an intimate understanding of a company’s individual Retirement Plan needs. Maryellen is involved from the beginning of the set-up process and works closely with all parties on an ongoing basis, ensuring a smooth experience and consistent service. Maryellen […]
Magdalena is a Senior Client Experience Coordinator. As a Senior Client Experience Coordinator, she works directly with the Financial Planners in supporting client requests. She provides excellent client service when answering the phones and works to schedule meetings quickly and accurately. She thrives in maintaining communication with clients and resolving issues in a timely manner. […]
Kelly is a Senior Client Service Associate at RTD Financial. As a Certified Financial Paraplanner Qualified Professional (FPQP), she is a key support member of the financial planning team. Kelly works closely with RTD’s Financial Planners to build positive relationships with her clients. Her responsibilities include opening new accounts, transferring existing accounts, cash requests and account […]
Pearl Jakes is an Office Coordinator at RTD Financial. In addition to welcoming clients and colleagues, Pearl assists with various administrative tasks, communicating with clients on a daily basis to schedule meetings and coordinate internal functions. Prior to working for RTD, Pearl spent fifteen years with Tiffany & Co. as a customer service coordinator. She […]
Christina is the Director of Client Services and a Client Service Associate at RTD Financial. Her role is to manage and train the client service department to ensure the team strives to provide prompt first-class service while also working closely with the Financial Planners to help meet all client requests and inquiries. Christina joined the […]