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Phyllis Germano has held various roles such as Senior Vice President Operations at NPPG, Client Services Manager at International Planning Alliance, and Office Manager at IPA Northeast, LLC. With a background in financial accounting and budgeting controls, Phyllis has had extensive experience in office management, bookkeeping, and tax return preparation at companies like Murray Simon, CPA. Phyllis has also pursued ongoing education and training in pension plan document compliance at Sungard Corbel.