Cecilia Horvath
Cecilia has been a long-term employee of Modern Private Wealth Advisors. She started working for the company in 2002 after her daughter started school. She has been through the many transitions in the company to where it is today – Modern Private Wealth Advisors/Leavitt Group.
Cecilia was hired for an administrative position in the Employee Benefit Outsourcing Dept. and then transferred to the Retirement Division in 2012. The commitment that she brings with her attention to detail, teamwork, and customer service is a strong skill set to the company.
At Modern Private Wealth
Cecilia’s role as a Retirement Plan Coordinator is to support the Retirement Division in many areas from assisting clients, customer service support to their employees, education and billing. She is the 3rd party administrator of a pension plan, and her duties include reaching out to participants, mailing out forms, and setting up pensions and a contact to support the participants with any questions. Also, she assists with 401(k) employee education materials, managing 401(k) plan enrollments, changes, and auditing requests for a client. She prepares billing statements and she is there to support her manager and coworkers with any tasks.
A Note From
Cecilia Horvath
“A positive attitude gives you power over your circumstances instead of your circumstances having power over you.”
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