Robert Petrillo

Robert Petrillo

location of Robert PetrilloTucson, Arizona, United States

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  • Timeline

  • About me

    Director of Business Development at Pinnacle Plan Design

  • Education

    • The University of Arizona, Eller College of Management

      2009 - 2013
      Bachelor of Science Business Administration; Marketing and Entrepreneurship

      Maintained a 4.0 GPA

    • Catalina Foothills High School

      2005 - 2009
      Diploma

      Activities and Societies: Varsity Baseball, Honors Student Maintained a 4.0 GPA

  • Experience

    • Frost, A Gelato Shoppe

      May 2007 - Aug 2013

      I oversee the operations for three high end gelato shops in town and ensure that each of the 30 employees that I am responsible for is working to provide the best experience possible for the customer. My favorite part about the job is training managers, which is also my primary duty. Motivate employees to practice excellent customer serviceHandle problems that arise in the store and with customersManage all of the company’s emails and social media needs Interacted with hundreds of customers per shiftExemplified superior customer serviceMaintained an immaculate sales floor

      • Director of Operations

        May 2013 - Aug 2013
      • Manager, Director of Communications and Social Media

        Jul 2010 - Aug 2013
      • Sales Floor Associate

        May 2007 - Jun 2010
    • Course Creators - Modern Real Estate

      May 2010 - Jul 2010
      Intern

      Spearheaded the search for potential national clients and sponsors.Mastered the use of Facebook, YouTube, and blogging for the purpose of making any company more successful.

    • Pinnacle Plan Design

      Sept 2013 - now

      Employer-sponsored retirement plans, such as 401(k) plans and defined benefit plans, remain one of the best vehicles for boosting retirement savings, deferring income tax and promoting retirement readiness in the workplace.However, these plans are governed by the IRS and can get complicated. That's why companies enlist the assistance of a third-party administrator, like Pinnacle Plan Design, to help optimize their plan and keep it compliant.I enjoy working with retirement plan sponsors to help simplify these complex regulations and explain them in plain English. Show less

      • Director Of Business Development

        Jan 2020 - now
      • Plan Opportunity Consultant

        Jan 2016 - Jan 2020
      • Marketing Coordinator

        Sept 2013 - Dec 2015
  • Licenses & Certifications

    • Qualified Pension Administrator (QPA)

      American Society of Pension Professionals and Actuaries
      Nov 2016
    • Qualified 401(k) Administrator (QKA)

      American Society of Pension Professionals and Actuaries
      Sept 2015