Connie Woodmansee

Manager ESOP Services / Swerdlin & Company

Connie is a pension consultant and manager of the ESOP team at Swerdlin & Company. Connie has many years of experience in the retirement plan and banking industry. She has been working with Swerdlin & Company for more than 18 years. Connie serves on the culture and communication committee for the ESOP Association. She serves as an officer with the New South Chapter. Connie has presented at local, regional, and national ESOP conferences.


Basic Administration: Timelines and Third-Party Administrator Requirements