Retirement Plan Consultant
Shana Aleem is a Retirement Plan Consultant out of SageView’s headquarters in Newport Beach, CA. Shana’s role includes proactively supporting her clients’ retirement programs and assisting them with plan design, plan administration, plan consulting, compliance testing analysis, and investment reviews. Her primary focus is to provide excellent client service to Plan Sponsors and ensure a retirement program is in place to encourage and help plan participants achieve their retirement goals.
Prior to joining SageView, Shana was an Assistant Director at Prudential working with clients in California, Nevada, Washington, and Hawaii. During her tenure at Prudential, she worked with plans in excess of $10m to $200m. She was responsible for uncovering prospective client opportunities, relationship building, participant education, development and delivery of retirement plan and investment reviews, and investment due diligence. Prior to joining Prudential, she spent 24 years at Franklin Templeton as a Territory Specialist in a consultative selling capacity with expertise in a variety of investment products, goal-focused investment solutions, market insight, and practice management.
Shana earned a B.S. in Business Administration and Management and a Masters of Management degree from the University of Phoenix. Shana also holds a Series 6, 7, and 65.