In the ever-evolving landscape of our industry, one thing remains constant: the invaluable contributions of our exceptional employees.
At the heart of our company are our people, and each year, we take great pleasure in acknowledging their remarkable efforts and achievements at our annual Town Hall. Recognition is aimed to acknowledge those that have gone beyond the normal job expectations and have made a significant contribution to the success of our company.
Each award recipient was nominated by fellow Trinity colleagues and final votes were cast by the Executive Team. Congratulations award winners and thank you for your hard work!
Raving Fan Award:
One who makes a significant and meaningful impact by fulfilling Trinity’s purpose of “changing people’s lives” by forging relationships with others, inside and outside the company, that go beyond routine business transactions and deliver the best service possible.
This individual is recognized as:
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- Being a leader in delivering +1%.
- Being a leader in exhibiting Trinity Cultural Values.
- Being a leader in effective FUSION communication and effort with other departments.
- Being a leader in their own professional development and core competency enhancement.
- Being a leader in professional integrity.
- Being a leader in providing help to others in meaningful and sacrificial ways.
Spencer Phillips
Document Specialist and DC Analyst
Distinguished Service Award:
An individual who has demonstrated excellence during the year by making an impact in improving the quality of life for internal and external customers. Consistently follows the best interests of the company and embodies Trinity’s Cultural Values.
Bri Breckenridge
Financial Analyst
Travis Dougherty, CPC, TGPC
Senior DC Analyst
Emily Berkenstock
Retirement Plan Specialist
Eric Long
Conversion Specialist
Holly Watson, QKA
DC Relationship Manager
Customer Experience and Operations Person of the Year:
These individuals are recognized as someone who:
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- Has exceeded their impact relative to their position level.
- Has grown in their professional development and core competency enhancement.
- Has demonstrated Trinity’s Cultural Values.
- Has demonstrated self-motivation in finding to answers and solutions.
- Has pitched innovative ideas to solve problems and issues.
Amanda Bogner, QKA
Relationship Manager
Robert Brown, CPC, QPA, QKA
Retirement Plan Analyst, DB
Sales Person of the Year:
This individual is recognized as someone who:
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- Has exceeded their impact relative to their position level.
- Has grown in their professional development and core competency enhancement.
- Has demonstrated Trinity’s Cultural Values.
- Has demonstrated self-motivation in finding to answers and solutions.
- Has pitched innovative ideas to solve problems and issues.
Laurel Leonard, CPC, QPA, QKA
Executive Regional Vice President- Retirement Sales
Champion Award:
This individual is recognized as someone who has the highest percentage over their revenue goal. This sales person has exceeded their expectations as it pertains to sales and has demonstrated excellent management of their territory.
Laurel's dedication to the retirement plan industry and her willingness to help others around her understand the complexities of the retirement plan industry makes her a valuable employee and partner.
Laurel Leonard, CPC, QPA, QKA
Executive Regional Vice President- Retirement Sales
Victory Awards:
An individual who has demonstrated excellence during the year by making an impact in improving the quality of life for internal and external customers. Consistently follows the best interests of the company and embodies Trinity’s Cultural Values.
Zachery Mountel, CPC, QPA
Regional Vice President - Retirement Sales
Nick Xinopoulos, QKA
Regional Vice President - Retirement Sales
Beth Cunningham, QKA
Regional Vice President - Retirement Sales
About the author
Heather Craigg