Experience

USI Consulting Group

• United States
• Financial Services
• 300 - 400 Employee

• Senior Vice President

  • Jun 1989 - Present

  Consulting on retirement and benefits strategies for growing corporations and organizations. Specializing in defined contribution retirement strategies and executive deferred compensation plans. Unique ability to develop customized plan designs, strategies to implement and execute on the plan. Working with a dedicated team of experts to provide unique design alternatives and professional investment advisory services. We offer a unique bundled service known as Direct Solutions. The Direct… Show more Consulting on retirement and benefits strategies for growing corporations and organizations. Specializing in defined contribution retirement strategies and executive deferred compensation plans. Unique ability to develop customized plan designs, strategies to implement and execute on the plan. Working with a dedicated team of experts to provide unique design alternatives and professional investment advisory services. We offer a unique bundled service known as Direct Solutions. The Direct Solutions package provides our specialized consulting, investment advisory, custom communications, employee education, expert administration and compliance services all for a cost effective fee scale. Specializing in 401(k), 403(b), Profit Sharing, Pension, Non-Qualified Deferred Compensation, Executive Benefits and Unique retirement plan designs. Show less Consulting on retirement and benefits strategies for growing corporations and organizations. Specializing in defined contribution retirement strategies and executive deferred compensation plans. Unique ability to develop customized plan designs, strategies to implement and execute on the plan. Working with a dedicated team of experts to provide unique design alternatives and professional investment advisory services. We offer a unique bundled service known as Direct Solutions. The Direct… Show more Consulting on retirement and benefits strategies for growing corporations and organizations. Specializing in defined contribution retirement strategies and executive deferred compensation plans. Unique ability to develop customized plan designs, strategies to implement and execute on the plan. Working with a dedicated team of experts to provide unique design alternatives and professional investment advisory services. We offer a unique bundled service known as Direct Solutions. The Direct Solutions package provides our specialized consulting, investment advisory, custom communications, employee education, expert administration and compliance services all for a cost effective fee scale. Specializing in 401(k), 403(b), Profit Sharing, Pension, Non-Qualified Deferred Compensation, Executive Benefits and Unique retirement plan designs. Show less



CIGNA

• Group Pension Division - Team Leader

  • Jul 1983 - Jun 1989



CT Small Business Development Center

• Consultant

  • Oct 1982 - Jun 1983

  Consulting with small business owners to expand markets or investigate new product potential. Consulting with small business owners to expand markets or investigate new product potential.