Greg Cunningham, CEBS
New Business Development Manager at PBI Research Services- Claim this Profile
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Bio
Credentials
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Certified Employee Benefits Specialist (CEBS)
Wharton School of Business/International Foundation of Employee Benefits -
Certified Financial Planner (CFP) (in process)
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FINRA Series 6, 7, 63 Licenses
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Pennsylvania Health & Life Insurance License
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Experience
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PBI Research Services
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United States
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Information Technology & Services
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1 - 100 Employee
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New Business Development Manager
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2020 - Present
◾️ Assist insurance companies, retirement plans, recordkeepers, custodians, and plan sponsors to identify more deceased participants, resolve overpayments of benefits, and mitigate issues around missing participants and beneficiaries. ◾️ Assist insurance companies, retirement plans, recordkeepers, custodians, and plan sponsors to identify more deceased participants, resolve overpayments of benefits, and mitigate issues around missing participants and beneficiaries.
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Risk Compliance Performance Solutions (RCP)
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United States
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Financial Services
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1 - 100 Employee
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VP Sales
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Mar 2013 - Dec 2019
◾️ RCP was purchased by PBI (December 2019) ◾️ Partnered with large plan sponsors (10,000 participants), recordkeepers, custodians, and other trusted advisors to manage risk and establish best practices around missing participants, data quality, uncashed checks, and plan terminations. ◾️ RCP was purchased by PBI (December 2019) ◾️ Partnered with large plan sponsors (10,000 participants), recordkeepers, custodians, and other trusted advisors to manage risk and establish best practices around missing participants, data quality, uncashed checks, and plan terminations.
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Cunningham & Associates
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Havertown, Pennsylvania, United States
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Principal
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2004 - 2013
◾️ Acquired and maintained both corporate and individual clients. ◾️ Implemented client service initiatives, allocation recommendations, and plan enhancements for ERISA and other benefit plans. ◾️ Acquired and maintained both corporate and individual clients. ◾️ Implemented client service initiatives, allocation recommendations, and plan enhancements for ERISA and other benefit plans.
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Mutual of America Financial Group
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United States
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Financial Services
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700 & Above Employee
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Account Executive
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1998 - 2004
◾️ Sold retirement plans including 401K, 403B, 457B&F, and defined benefits plans to businesses and non-profit organizations. ◾️ Accountable for sales and relationship management in Philadelphia, Lehigh Valley, and Scranton territory. ◾️ Sold retirement plans including 401K, 403B, 457B&F, and defined benefits plans to businesses and non-profit organizations. ◾️ Accountable for sales and relationship management in Philadelphia, Lehigh Valley, and Scranton territory.
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Education
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Bloomsburg University of Pennsylvania
Bachelor of Arts (B.A.), Communications
Community
