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Jarriot L. Rook

Associate

Jarriot focuses his practice on trust, estate and business planning.

From 2004 to 2007, Jarriot served as a Retirement Plan Specialist for Retirement Plan Services, LLC. He advised clients on efficiently managing their companies’ retirement plans and interpreted plan documents to develop client-specific processes and procedures for plan maintenance. He also provided support and administration to 401 (k) and Profit Sharing plan participants.

Prior to working as a Retirement Plan Specialist, Jarriot served as a Human Resource Specialist for Citimortgage, Inc., from 2003 to 2004. He was responsible for the facilitation of training sessions for managers, supervisors and exempt staff. He also analyzed company diversity data and created affirmative action presentations for senior management.

While at Citimortgage, Inc., Jarriot also served as a New Loan Setup Specialist, where his primary responsibility was to initiate payment of escrow services for first-time and previous home buyers and to review and edit financial data regarding homeowners’ loans.