Trish Puso

Director, Client Services

(925) 227-9900 ext. 112

I enjoy solving problems and figuring out how the pieces of the puzzle fit together.  Working with our clients to identify their specific needs and develop creative solutions to build and manage their benefits programs is an exciting challenge.  The best part of my job is I learn something new every single day. It is particularly important to me to help employees fully understand and maximize the value of their benefits.

Trish is a licensed broker, delivering strategic advice and guidance on Employee Benefits to various clients, as well as serving as project lead for renewals and ongoing benefits management. She manages employer and employee communications and wellness programs for key clients, and oversees the implementation of various benefits technology platforms. She often works with clients on special projects, change management and workflow processes. Trish spent over 10 years in marketing and communications, followed by seven years in tax compliance. She earned her B.A. in Organizational Communications from Sacramento State.