Denise brings more than 25 years of experience in the area of employee benefits to her role as Manager of the Retirement Plan Services group.
Currently, Denise manages the Retirement Plan Services Group and oversees a service team for First American Trust.
Prior to joining First American Trust in 1996, Denise also worked in the employee benefits industry. She spent 18 plus years with San Diego Trust & Savings Bank, and then worked for First Interstate Bank and Wells Fargo Bank through bank merger activities.
A graduate of the Cannon Financial Institute, Denise holds the Certified Retirement Services Professional (CRSP) and Certified IRA Services Professional (CISP) designations. Denise has a deep understanding of employee benefit administrative that includes IRAs and regulatory issues. She sits on the board of local San Diego chapters of employee benefit organizations including the Western Pension & Benefits Council and the National Institute of Pension Administrators. She served as President of the Western Pension & Benefits Council San Diego Chapter from 2012 to 2014 and from 2014 to 2016 she is the current Secretary of the Governing Board, which oversees all 11 Western Pension chapters.