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Pensionmark Announces Veronica Taylor as “Pensionmark All Star"

Veronica Taylor named as “Pensionmark All Star” at the 2016 RM/OM Conference.

Pensionmark Financial Group awarded Veronica Taylor out of the San Francisco office with the “Pensionmark All Star” award at the 2016 RM/OM Conference held in Santa Barbara. Veronica is the lead relationship manager on 75 plans, she conducts all client education meetings, she handles client record-keeper transitions and on-boarding, she is responsible for client investment reviews, recommendations, and changes, and she is always willing to take on new technologies and resources to improve both internal and external client functions.

This award recognizes a Pensionmark team member who portrays an outstanding work ethic, performance, and passion for supporting their team as a whole. All nominees exemplify passionate individuals who have gone above and beyond their role to improve the quality of the Pensionmark team. Veronica’s efforts to be nominated for and win this award include internally updating files to roll out the client document vault, assisting clients through voluntary correction issues, and stepping up as the lead Account Executive on over 20 plans.

Rick Wedge comments, “In addition to being named one of NAPA’s Top Woman Advisors, she puts up with me! She deserves a medal.”

Veronica Taylor comments, “I am always trying to do what’s best for our clients and improve their experience, it’s an honor to be recognized.”