Denise brings more than 33 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 has sat on the Board of Directors for local San Diego chapters of employee benefit organizations, including the Western Pension & Benefits Council (WP&BC) and the National Institute of Pension Administrators (NIPA). In addition to holding all of the voting positions on the local San Diego Chapter Board of the WP&BC, she served as President for the 2012/2013 and 2013/2014 years, and acted as Secretary of the WP&BC Governing Board, which oversees all 11 Western Pension chapters for the 2014/2015 and 2015/2016 years. Denise was one of the founding Board members of the local NIPA chapter, which began in 2003, and she remained on the Board through the end of 2017.