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Tag Archives: Plan Design
Karen Yasukawa
Title: Senior Investment Consultant Company: UBS Location: Honolulu, HI United States Bringing her exuberance for living to both her personal and professional life, Karen Yasukawa has thrived in the more than three decades she’s been in the financial services industry. She … Continue reading
Posted in Financial Services
Tagged Investments, leadership, Management, Plan Design
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Elizabeth Allen
Title: 401(k) Manager, Senior Consultant Company: BTA Advisory Group Location: Irvine, Calif. A qualified plans manager, Elizabeth Allen continues in her 16th year as senior consultant at the financial solutions provider, BTA Advisory Group. Wielding 24 years of coaching, plan design, … Continue reading