Michael Filbin, CPC, AIF
Vice President, Retirement Plan Sales at Schwab Retirement Plan Services- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Credentials
-
Series 7
Financial Industry Regulatory Authority (FINRA)Oct, 2011- Nov, 2024 -
Series 63
Financial Industry Regulatory Authority (FINRA)Aug, 2011- Nov, 2024
Experience
-
Schwab Retirement Plan Services
-
United States
-
Financial Services
-
1 - 100 Employee
-
Vice President, Retirement Plan Sales
-
Jan 2013 - Present
Help retirement plan sponsors and consultants explore how the range of plan options available through Schwab Retirement Plan Services can help meet their needs. These include defined contribution, defined benefit, and nonqualified deferred compensation plans. We provide accessible and deep expertise to support consultants and clients’ plans, individualized services to help address employees’ diverse financial needs, and access to a broad range of solutions through The Charles Schwab Corporation (“Schwab”) to help consultants, plan sponsors, and employees work toward their goals. Show less
-
-
-
Charles Schwab
-
United States
-
Financial Services
-
700 & Above Employee
-
Business Development Manager- Western Region
-
Oct 2010 - Dec 2012
Consulted with RIAs interested in working with Schwab to deliver retirement solutions to their plan sponsor clients. Sales territory included all states west of the Mississippi River. In addition to servicing RIAs who utilized Schwab as a provider, I was responsible for developing new RIA business.
-
-
Retirement Sales Consultant
-
Feb 2008 - Oct 2010
An original team member and architect of the Schwab Retirement Solutions team. Our goal was to help retirement plan sponsors, advisors/consultants and TPAs succeed in executing their vision for their organizations/clients. Also worked to streamline the referral process for new business opportunities through Schwab’s network of Investor Centers, Advisor Services clients, call centers and other entry points of the pipeline.
-
-
Relationship Manager
-
Oct 2004 - Feb 2008
Helped clients meet their plan needs by providing guidance on resources and tools in the areas of plan design, administration, investments, operational efficiency, participant engagement and advice.
-
-
-
Moskal Gross Orchosky
-
Cleveland, OH
-
Pension Consultant
-
Feb 1999 - Oct 2004
Delivered retirement plan strategies tailored to clients’ plan objectives and employees. Provided resources and guidance in the areas of plan design, administration, investments, operational efficiency, participant engagement and advice. Delivered retirement plan strategies tailored to clients’ plan objectives and employees. Provided resources and guidance in the areas of plan design, administration, investments, operational efficiency, participant engagement and advice.
-
-
Education
-
1996 - 2000
Cleveland State University
Bachelor of Arts, Economics
Community
