Robert Shwab, Cebs, Arpc

Robert Shwab, Cebs, Arpc Email and Phone Number

Arbitrator @ FINRA
Cleveland, OH, US
Robert Shwab, Cebs, Arpc's Location
Cleveland, Ohio, United States, United States
Robert Shwab, Cebs, Arpc's Contact Details

Robert Shwab, Cebs, Arpc work email

Robert Shwab, Cebs, Arpc personal email

n/a
About Robert Shwab, Cebs, Arpc

A successful 30-year expert and author offers business insights and leadership coaching, Rob has worked as a consultant and manager at professional firms and providers in every corner and facet of the industry. He was the Regional Vice President and wholesaler for 10 years at Ascensus, the leading independent provider of open architecture recordkeeping services, where he is well-known for his sales leadership, innovation and deep relationship building with advisor and institutional partners.Rob started his career in the defined benefit plan market with Mutual of America, where he managed a regional retirement plan sales, actuarial consulting and service center, and had corporate duties in employee coaching and training. He then moved to Ernst & Young, LLP and managed outsourcing, risk management and process improvement engagements as the National Retirement Plan Solutions Manager. He was a COO and shareholder in the dot.com firm NEBS online that advanced a 403(b) multi-vendor platform in public education. Prior to joining Ascensus in 2005 as a Regional Vice President, he led client services and business development for the law and TPA firm of MandMarblestone, P.C. in Philadelphia. He served for a year as the National 403(b) Sales Director for RMS Associates which was acquired by Mutual of Omaha. He earned the Certified Employee Benefit Specialist (CEBS) Fellow designation from the Wharton School and International Foundation of Employee Benefit Plans, and the Accredited Retirement Plan Consultant (ARPC) designation from the Society of Professional Asset-Managers and Record Keepers (SPARK). In 2004 he was appointed as an industry representative with a retirement plan specialty on the FINRA Board of Arbitrators.

Robert Shwab, Cebs, Arpc's Current Company Details
FINRA

Finra

View
Arbitrator
Cleveland, OH, US
Website:
finra.org
Employees:
83
Robert Shwab, Cebs, Arpc Work Experience Details
  • Finra
    Arbitrator
    Finra
    Cleveland, Oh, Us
  • Finra
    Arbitrator
    Finra Jan 2004 - Present
    Industry panel member, FINRA Dispute Resolution Board of Arbitrators
  • 401(K) Pro
    Principal
    401(K) Pro Aug 2016 - Present
    A successful 30-year expert offers Sales Leadership Coaching, Practice and Career Advice, and Retirement Sales Training. Thoughtful and individualized advice and analysis for retirement plan industry professionals seeking business and career advancement, higher performance in the sales arena, or large opportunity assistance as a temporary team member. A personal coach is your 'Focus Group of One' dedicated to the retirement plan industry and helping you or your sales team:- Co-develop or review business plans and SWOT analysis- Needs assessment covering subject matter and sales/service capabilities- Evaluate sales strategy and tactics- Assess and refine your "sales pitch"- Challenge competitive assumptions- Identify sales and prospecting techniques and resources- Presentation planningService is provided by telephone consultations with follow-up session notes, and may also include on-site group presentations, face-to-face or video role playing, prospect call scripting and pre-approach letters. 401(k) PRO assists individuals with job search and transition coaching; interview preparation and "what if" scenarios. "You and Your Home Office" is a group presentation focused on the critical working connection for sales professionals and uses industry specific cases to show how to get support, collaborate and build relationships with the Home Office.
  • Total Benefit Communications
    Regional Education Specialist, Consultant
    Total Benefit Communications Jan 2016 - Present
    Cleveland/Akron, Ohio Area
    With more than 20 years of benefits industry experience, Total Benefit CommunicationsTM (TBC) is a national enrollment and benefit education company with educators located in 46 states. TBC expertise includes insurance products, retiree insurance, and retirement plans. The Regional Education Specialist assists plan sponsors and benefit advisers with enrollment and education support.
  • Planexam, Llc
    Principal
    Planexam, Llc Nov 2015 - Present
    Our firm provides an ERISA 3(16) Plan Administration review with a focus on ERISA/IRS operational compliance and fiduciary governance. We provide legal, fiduciary and operational reviews, combined with independent and objective benchmarking, to assist plan sponsors with risk mitigation and improved plan outcomes.
  • Glg (Gerson Lehrman Group)
    Advisory Council Member
    Glg (Gerson Lehrman Group) Jan 2016 - Jan 2022
    United States
  • Ascensus
    Regional Vice President
    Ascensus Aug 2005 - Apr 2015
  • Ernst & Young
    Senior Manager, Hrs
    Ernst & Young 2000 - 2002
    Cleveland/Akron, Ohio Area
    National Retirement Plan Solutions Manager
  • Mutual Of America
    Senior Field Vice President
    Mutual Of America Aug 1986 - Dec 1999
    Hartford, Connecticut Area
    Regional Branch Office Sales and Service Manager and Corporate Sales Training for Defined Benefit and Defined Contribution Retirement Plans and Annuities.

Robert Shwab, Cebs, Arpc Skills

Mutual Funds Retirement Retirement Planning Series 7 Pensions Investments Financial Services Wealth Management Risk Management Asset Allocation Financial Planning Securities 401k 401 Retirement Savings Plans

Robert Shwab, Cebs, Arpc Education Details

Frequently Asked Questions about Robert Shwab, Cebs, Arpc

What company does Robert Shwab, Cebs, Arpc work for?

Robert Shwab, Cebs, Arpc works for Finra

What is Robert Shwab, Cebs, Arpc's role at the current company?

Robert Shwab, Cebs, Arpc's current role is Arbitrator.

What is Robert Shwab, Cebs, Arpc's email address?

Robert Shwab, Cebs, Arpc's email address is gr****@****ual.com

What schools did Robert Shwab, Cebs, Arpc attend?

Robert Shwab, Cebs, Arpc attended Cornell University, Cornell University Ilr School, Purchase College, Suny.

What skills is Robert Shwab, Cebs, Arpc known for?

Robert Shwab, Cebs, Arpc has skills like Mutual Funds, Retirement, Retirement Planning, Series 7, Pensions, Investments, Financial Services, Wealth Management, Risk Management, Asset Allocation, Financial Planning, Securities.

Who are Robert Shwab, Cebs, Arpc's colleagues?

Robert Shwab, Cebs, Arpc's colleagues are Carol Alston, Aikaterini Karoubas, Deniece Daniels, Thomas Cemprola, Ted Palladino, Rosalie Merritt Romick, Ryan Perez.

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