Jamie Cournaya
Relationship Manager at Nepsis, Inc. | United States
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Jamie Cournaya serves as a Relationship Manager at Nepsis, Inc., where he leverages his extensive expertise in qualified retirement plan services to deliver tailored solutions for clients. With a strong foundation in plan design and consulting, Jamie excels in navigating the complexities of compliance and non-discrimination testing, ensuring that retirement plans meet regulatory standards while maximizing benefits for participants. His role involves close collaboration with plan sponsors, recordkeepers, third-party administrators (TPAs), and investment professionals, enabling him to provide comprehensive support that addresses the unique needs of each organization.
At Nepsis, Inc., an SEC Registered Investment Advisor, Jamie is instrumental in driving key projects that enhance the overall retirement planning experience for clients. His deep understanding of both defined benefit and defined contribution plans allows him to offer strategic insights that help organizations optimize their employee benefits offerings. Jamie is particularly adept at conducting valuations and governmental reporting, ensuring that clients remain compliant while also enhancing their retirement plan's effectiveness.
With a robust skill set that includes 401(k) management, financial advisory, and investments, Jamie is committed to empowering clients to achieve their long-term financial goals. His proficiency in mutual funds and retirement planning further solidifies his position as a trusted advisor in the industry. As he continues to build strong relationships and deliver exceptional service, Jamie remains dedicated to fostering a culture of financial literacy and preparedness among his clients, ultimately contributing to their success in navigating the evolving landscape of retirement planning.
Relationship Manager at Nepsis, Inc. in April 2024 to Present
401k Plan Services Manager at Sentry Insurance in September 2018 to May 2024
Benefits Consultant - 401(k) at Sentry Insurance in February 2017 to September 2018
Retirement Plans Specialist at Nepsis Retirement Services in January 2013 to February 2017
Retirement Plans Operations Manager at Power to Act, Inc. in September 2011 to December 2012
Service Team Unit Manager at Nationwide Retirement Plans in January 2000 to July 2011
Defined Contribution Adminstrative Services Supervisor at Nationwide / Pension Associates in January 1990 to January 2000
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NTC, Wausau, WI, November 1982 to November 1984
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401k
Investments
Pensions
Retirement
Retirement Planning
Financial Advisory
Qualified Retirement Plans
Management
Employee Benefits
Mutual Funds
Defined Benefit
Fixed Annuities
Defined Contribution
Series 63
Series 6
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Discover more about Nepsis, Inc.What is Jamie Cournaya email address?
Email Jamie Cournaya at [email protected]. This email is the most updated Jamie Cournaya's email found in 2026.
How to contact Jamie Cournaya?
To contact Jamie Cournaya send an email to [email protected]. (updated on September 01, 2024)
What company does Jamie Cournaya work for?
Jamie Cournaya works for Nepsis, Inc.
What is Jamie Cournaya's role at Nepsis, Inc.?
Jamie Cournaya is Relationship Manager
What is Jamie Cournaya's Phone Number?
Jamie Cournaya's phone (***) ***-*258
What industry does Jamie Cournaya work in?
Jamie Cournaya works in the Financial Services industry.
Jamie Cournaya Email Addresses
Jamie Cournaya Phone Numbers
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