Self-Directed IRA Blog | Investment and Retirement News from Entrust

Entrust Employee Profile: Reema

Written by The Entrust Group | Aug 31, 2017

Estimated reading time: 2 minutes

Meet Reema, she works as a Transfer Manager in the Transfer department at The Entrust Group, and has been with the company for 7 years. That's almost a decade! When asked about what she enjoys most about the company she says working closely with her team and making sure they are well-equipped with all the tools and guidance they need to complete their work. In addition, she also enjoys her friendly co-workers and the casual atmosphere at Entrust. 

The most common question Reema comes across at Entrust includes questions from clients about their accounts: "How long will it take to transfer my funds?" or "What are your transfer fees?" One random fact she knows about the IRA industry is that IRA professionals are eligible to receive the Certified IRA Services Professional certification (CISP) after a minimum of two years of dedicated IRA operational experience. That’s great to know! However, this is only true if professionals take the IRA Academy course. The IRA Academy lowers the minimum, otherwise it's 4 years. 

Reema's special skills and hobbies include cooking delicious food, designing fashionable party wear outfits, watching movies and going on long drives along the California coast. Her favorite foods include Italian, Indian and Mexican. She loves taking trips to different parts of the Bay Area to try tasty restaurants. 

Reema is originally from Chandighar, Punjab, India. She moved to California at the age of 24 and has been in the North bay ever since. The best thing she loves about living in her state is the diversity of food choices and that her family is close by and lives in the area.

One fun fact about Reema: "I visit India once a year; it's my favorite vacation spot!"

Thank you Reema for taking part in our Entrust Employee Spotlight. We enjoy learning more about our employees and what makes them different. To learn more about employees at The Entrust Group, please visit our Entrust News page here.

To provide personal service, Entrust maintains local offices that are staffed by professionals with first-hand experience related to self-directed IRAs, real estate and financial services. The local offices provide educational seminars to help clients and professionals understand the broad spectrum of investment options, regulations, and requirements, and the benefits of self-direction. To learn more about our local offices and representatives, visit the locations page.