Experience

USI Consulting Group

• United States
• Financial Services
• 300 - 400 Employee

• Retirement Consultant/Manager

  • Dec 2011 - Present

  Manage the client services, consulting, and the account management/account coordinator team of the Defined Contribution practice. Responsible for the overall management of the service delivery model. Provide Practice Leader and USICG’s senior management team with department level operations oversight, management of service enhancements, develop and execute hiring and employee retention strategies. Manage the client services, consulting, and the account management/account coordinator team of the Defined Contribution practice. Responsible for the overall management of the service delivery model. Provide Practice Leader and USICG’s senior management team with department level operations oversight, management of service enhancements, develop and execute hiring and employee retention strategies.



Kolinsky Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Director

  • 2000 - 2011