Sign In
Get Clay Free →

Suggestions

    Trinette Ray

    Retirement Plan Consultant at Veratis Advisors, Inc.

    Trinette Ray is a Partner and Retirement Plan Consultant at Veratis Advisors, Inc., an independent advisory firm specializing in corporate retirement plans and personal wealth management.12 She has over 30 years of industry experience in qualified and nonqualified retirement plans.1

    Professional Background

    Trinette's areas of focus include:

    • Advising corporate retirement plan clients
    • Plan operations
    • Compliance
    • Plan design
    • Provider selection1

    Qualifications

    Trinette has completed the coursework for the Qualified 401(k) Administrator (QKA) designation through ASPPA and is working toward the Qualified Pension Administrator (QPA) designation.1 She has earned professional designations including:

    • Certified Employee Benefit Specialist (CEBS)
    • Compensation Management Specialist (CMS) from the Wharton School of Business, University of Pennsylvania1

    Education

    Trinette is a graduate of UNC Chapel Hill.1

    Role at Veratis Advisors

    She serves as a member of Veratis's Leadership Committee1 and joined the firm in December 2021.2

    Highlights

    Our Firm - Veratis Advisors
    Our Firm - Veratis Advisors
    [PDF] VERATIS ADVISORS, INC. - FORM ADV

    Related Questions

    What are Trinette Ray's main responsibilities at Veratis Advisors?
    How long has Trinette Ray been with Veratis Advisors?
    What professional designations does Trinette Ray hold?
    Can you provide more details about Trinette Ray's career background?
    What is Trinette Ray's role in the firm's leadership committees?
    Trinette Ray
    Trinette Ray, photo 1
    Trinette Ray, photo 2
    Add to my network

    Location

    Cary, North Carolina