I am a qualified retirement plan professional that loves translating my 30+ years knowledge of (and passion for) the world of retirement plans and investments into solutions that add value. I have (1) consulted with a wide variety of corporate and non-profit institutions on all matters of plan administration, governance, provider service and pricing, education and investments, (2) created investments for retirement plans and a department to support the sales and service of these products, (3) teamed with advisors to provide innovative and creative total solutions for their clients, (4) reviewed investment line-ups for gaps and overlaps; made upgrade recommendations, and (5) led an interna
Nate Cassel
Senior Consultant
PlanPILOT
United States, Illinois, Wheaton
About Me
Profile Information
Senior Consultant
PlanPILOT
Investment Team,Operations Team
Investor
Consultant
Wheaton
Illinois
United States
Aug 1, 2024
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