Jennifer Purisima is SageView’s Director of Client Service and serves as the Relationship Manager with a primary focus on the day-to-day delivery of services and solutions from SageView, as well as act as a liaison between clients and all other service providers. Jennifer will facilitate a seamless on-boarding process. She will utilize her expertise in recordkeeping and administration processes to enhance plan sponsors participant experience by delivering quality retirement planning services and assist with fiduciary oversight and plan governance. She has extensive experience in supporting many merger and acquisition projects to ensure smooth and compliant integrations. Jennifer’s goal is to deliver high quality support to all SageView clients as well as foster efficient processes.
In 2015, Jennifer was selected as one of the National Association of Plan Advisors (NAPA) inaugural Top Women Advisor MVPs. The nomination, plan sponsor and industry peer votes, along with the NAPA award, demonstrates Jennifer’s dedication to her craft. Most recently, she was nominated and awarded as a NAPA Top Women Advisor Captain.
Before becoming a member of the SageView team, Jennifer worked as an Account Executive for the retirement and financial services department of a major California insurance brokerage firm. For ten years prior to that, she was in management position at a downtown Los Angeles law firm, and then worked for five years as the Director of Administration for a regional insurance brokerage firm.
Education and Professional Credentials
- University of California, Los Angeles, B.A. Economics
- Qualified Plan Financial Consultant (QPFC) designation
- FINRA Series 6 and 63 registered