Zerina Pintol
@zerinapintol
I support compliant 401(k) distributions and clearly guide retirement plan participants.
What I'm looking for
At Trinity Pension Consultants, I support 401(k) plan participants with withdrawals, distributions, and rollovers while reviewing requests for accuracy, eligibility, and tax compliance.
I've built more than 10 years of experience across customer service, account management, inside sales, and retirement plan administration. I communicate retirement and tax-related information clearly, protect confidential data, and follow IRS regulations, plan documents, and internal procedures.
Previously at S.A. Comunale, I managed client accounts, identified customer needs, developed sales opportunities, negotiated, and prepared account status reports while collaborating remotely with internal teams.
My background also includes customer service and sales work at InfoCision, Time Warner Cable / Spectrum, and Plus One Communications, as well as real-time EMR documentation at Novus Clinic.
Experience
Work history, roles, and key accomplishments
Distribution Specialist
Trinity Pension Consultants
Feb 2025 - Present (1 year 7 months)
Assists retirement plan participants with 401(k) withdrawals, distributions, and rollovers. Ensures compliance with IRS regulations, plan documents, and internal procedures.
Education
Degrees, certifications, and relevant coursework
Garfield High School
High School Diploma, General Studies
Completed high school education, earning a diploma.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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