Alexis Duffy

Alexis joined the PensionmarkMeridien team in September of 2018. She is responsible for project management and data reconciliation and analytics for the firm’s corporate and high-net worth relationships. Additionally, she provides underwriting and client service support to non-qualified plan clients and the firm’s wealth transfer clients, as well liaising with trust and estate attorneys and accounting teams.

Prior to joining the firm, Alexis was employed at Mercer as an Operations Team Leader and a Resolution Specialist. She spent most of her career assisting plan sponsors with their employees’ wide range of health and life insurance benefits.