Senior Sales Consultant
355 Lexington Avenue, 5th Floor
New York, NY 10017
Solving Tomorrow’s Benefit Plan Challenges Today
Donna Kramer is a Senior Sales Consultant for BPAS, a national provider of retirement plans, benefit plans, fund administration, and collective investment trusts. BPAS supports 3,800 retirement plans, $77 billion in trust assets, $1 trillion in fund administration, and more than 450,000 participants. With our breadth of services, depth of creative talent, and financial resources, BPAS is well positioned to help our clients solve all their benefit plan challenges. Donna is a Certified Financial Planner™ and an Accredited Investment Fiduciary®. She concentrates on working with financial intermediary partners and advisors to help them foster new...
Tracy Green Landauer is a personal estate planning and tax lawyer. She provides business owners and other individuals with wills, trusts and other planning tools tailored to their needs, handles the legal and tax administration of decedent estates, and organizes and represents charitable and other tax-exempt organizations.
David J. Leffler has worked for over 30 years with small to medium sized businesses to help them on their way to success through relevant and timely legal advice. He has worked with companies in a variety of industries, and also with overseas companies doing business in the US. Since 2014, Mr. Leffler has been rated by Super Lawyer Magazine (a Thomson Reuters publication) in the fields of corporate, intellectual property and real estate law.