Mitchell L.
About Mitchell L.
Mitchell L. is a Business Development Specialist with expertise in assisting small to medium businesses in establishing and growing retirement plans. He has worked at SmartAction since 2020 and holds a Master's degree in Mass Communication from California State University, Fullerton.
Work at SmartAction
Mitchell L. has been employed at SmartAction since 2020, serving as a Business Development Specialist. In this role, he focuses on assisting small to medium businesses in establishing and growing their retirement plans. His responsibilities include conducting retirement plan level investment reviews with plan sponsors, providing advice on plan design options, and monitoring investment performance.
Education and Expertise
Mitchell L. earned a Master's degree in Mass Communication/Media Studies from California State University, Fullerton, completing his studies from 2017 to 2019. His educational background supports his expertise in business development, particularly in the context of retirement planning for small to medium businesses.
Background
Mitchell L. is based in California, United States. He has dedicated his career to helping businesses navigate the complexities of retirement planning, leveraging his educational background and professional experience to provide valuable insights and support.
Specialization in Retirement Plans
Mitchell L. specializes in helping small to medium businesses establish and grow their retirement plans. His work involves conducting thorough investment reviews and advising plan sponsors on various plan design options, ensuring that businesses can effectively manage their retirement offerings.