Denise Peterson

Denise Peterson
(973) 239 - 5140 Ext. 11
dpeterson@beamcpa.com

Denise specializes in the design and installation of 401(k) and pension plans. Denise is able to facilitate single-participant plans as well as those business retirement plans that range from small to mid-sized. Denise works with regional financial advisors and business sponsors in designing a plan, which satisfies the business owner's goals with respect to tax savings and retirement savings. Denise is in charge of new plan implementations and getting plan takeovers complete in an efficient and timely manner.

Denise's career background stems from AT&T, Lucent and Avaya were she was district project manager in charge of the SAP financial system implementation across 23 countries. She was also liaison between IT and the end users regarding system enhancements and training and served as the implementation project manager for Sarbanes Oxley compliance requirements built into company processes via the systems.

Education

  • Graduate of Montclair State University - Bachelor of Science Degree in Business Administration
  • Masters Degree - International Business, Fairleigh Dickinson University