Bob is an accomplished retirement plan professional with more than 15 years of experience in the financial services industry. His expertise lies in selling defined contribution plans, managing sales personnel and marketing to small- and mid-sized organizations. He is currently responsible for all retirement plan sales nationwide and works with financial advisors and his sales team to develop tailored retirement plan solutions for clients and prospects.
Bob earned his B.A. in Communications from Stonehill College. He is Series 7 and 63 Licensed with AIF Designation.