Andrew May Promoted to Senior Account Manager – Financial Services


Andrew May Promoted to Senior Account Manager – Financial Services

Innovative Benefit Planning is pleased to announce the promotion of Andrew May to Senior Account Manager-Financial Services. Andrew has been a part of the Innovative financial service team for over two years, serving as a Financial Services Associate. During this time, Andrew has managed to receive his AIF® designation and CFP® designation, all while truly making an impact to our team and his clients. Like his prior role, Andrew will continue to consult with and support retirement clients. In addition, as Senior Account Manager-Financial Service, Andrew will play a critical role in new client implementation, member open enrollment, managing communications with clients, carriers, and vendors, as well as manage and lead the department compliance calendar.

“Andrew has played a key role in the Innovative Investment Fiduciaries team and has shown significant growth, dedication, and leadership. He consistently goes above and beyond for our clients, and we’re excited to promote him to this important role,” remarked Partner, Mark Sulpizio.

Andrew received his B.S in Applied Economic Management from Virginia Polytechnic Institute and State University.  Andrew currently holds his series 7 and 66 securities licenses, New Jersey Life and Health Insurance licenses, as well as AIF® designation and CFP® designation.

We are excited to see Andrew excel in his new role! Please join us in congratulating him on this well-deserved promotion.

Need a custom plan designed for your team?

Schedule a Consultation

Contact Us Now To Get Your Business Covered