Zachery Mountel

Zachery Mountel, CPC, currently serves as the Regional Vice President of Sales & Technical Consultant at Trinity Pension Consultants, a position held since May 2020, where collaboration with the Financial Advisor community to provide administrative and compliance solutions for employer-sponsored plans is central. Previously, Zachery worked as a Retirement Plan Specialist at First Financial Bank, consulting on retirement plan needs, and as a Senior Relationship Manager at Trinity Pension Consultants, receiving recognition for outstanding client retention and growth. Earlier experience includes roles as a Document Analyst and Pension Consultant/Analyst at Transamerica and Creative Retirement Systems, respectively, focusing on compliance with Department of Labor and IRS regulations for 401(k) plans. Educational qualifications include a Bachelor of Arts in Actuarial Science from The Ohio State University.