David Mann, Cpfa, Qkc, Qpa, Nqpc

David Mann, Cpfa, Qkc, Qpa, Nqpc Email and Phone Number

Senior Consultant at Highland Capital Advisors @ Highland Capital Advisors
issaquah, washington, united states
David Mann, Cpfa, Qkc, Qpa, Nqpc's Location
Seattle, Washington, United States, United States
David Mann, Cpfa, Qkc, Qpa, Nqpc's Contact Details

David Mann, Cpfa, Qkc, Qpa, Nqpc personal email

n/a

David Mann, Cpfa, Qkc, Qpa, Nqpc phone numbers

About David Mann, Cpfa, Qkc, Qpa, Nqpc

As an Independent Investment Advisor helping retirement plan sponsors and individual investors, David has extensive experience with retirement programs and other investment portfolios including their legal, operational and financial frameworks.Specialties: 100% independent investment advisory services for Qualified and non-qualified retirement plans, individual financial planning, asset allocation strategy, investment policy, investment performance benchmarking, investment analysis, fee benchmarking, risk mitigation, retirement-readiness, plan design benchmarking, vendor searches, ERISA, fiduciary education, investment education, guidance and advice, in-depth operational and compliance reviews, EPCRS plan corrections, special projects, mergers and acquisitions, pension risk transfer and exit strategies, DC, DB, profit sharing, 401(k), 403(b), 457, and Taft-Hartley plans.

David Mann, Cpfa, Qkc, Qpa, Nqpc's Current Company Details
Highland Capital Advisors

Highland Capital Advisors

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Senior Consultant at Highland Capital Advisors
issaquah, washington, united states
Website:
hcportfolios.com
Employees:
8
David Mann, Cpfa, Qkc, Qpa, Nqpc Work Experience Details
  • Highland Capital Advisors
    Senior Consultant
    Highland Capital Advisors Dec 2017 - Present
    View
  • Asppa Benefits Council Of The Great Northwest
    Board Of Directors & Logistics Chair
    Asppa Benefits Council Of The Great Northwest 2008 - 2022
  • Clearpoint
    Director, Client Relations
    Clearpoint Sep 2012 - Nov 2017
    Greater Seattle Area
    I work closely with corporate executives and retirement plan committees consulting on their fiduciary responsibilities. I accomplish this by assisting with plan design, investment review, vender benchmarking, participant education, vender implementation, and additional services to qualified and non qualified retirement programs.
  • Prudential
    Strategic Sales Director, Business Development
    Prudential Nov 2006 - May 2012
    View
  • Principal Financial Group
    Senior Client Service Manager
    Principal Financial Group Nov 2005 - Nov 2006
    View
  • Invesmart
    Senior Retirement Plan Consultant
    Invesmart Aug 2003 - Nov 2005
    View
  • Northern Trust Retirement Consulting
    Benefits Consultant
    Northern Trust Retirement Consulting Feb 2001 - Aug 2003
  • C.H. Robinson Worldwide, Inc.
    Account Manager
    C.H. Robinson Worldwide, Inc. 1998 - 2001
    View
  • Abn Amro Asset Management
    Account Manager
    Abn Amro Asset Management May 1995 - Aug 1999

David Mann, Cpfa, Qkc, Qpa, Nqpc Skills

Erisa Defined Contribution Defined Benefit Non Qualified Deferred Compensation Plan Design Compliance 401k Series 6 Series 7 Series 63 Series 24 Relationship Management Administration Pensions Investments Education Financial Advisory Securities Retirement Management Mutual Funds

David Mann, Cpfa, Qkc, Qpa, Nqpc Education Details

Frequently Asked Questions about David Mann, Cpfa, Qkc, Qpa, Nqpc

What company does David Mann, Cpfa, Qkc, Qpa, Nqpc work for?

David Mann, Cpfa, Qkc, Qpa, Nqpc works for Highland Capital Advisors

What is David Mann, Cpfa, Qkc, Qpa, Nqpc's role at the current company?

David Mann, Cpfa, Qkc, Qpa, Nqpc's current role is Senior Consultant at Highland Capital Advisors.

What is David Mann, Cpfa, Qkc, Qpa, Nqpc's email address?

David Mann, Cpfa, Qkc, Qpa, Nqpc's email address is da****@****ial.com

What is David Mann, Cpfa, Qkc, Qpa, Nqpc's direct phone number?

David Mann, Cpfa, Qkc, Qpa, Nqpc's direct phone number is +120634*****

What schools did David Mann, Cpfa, Qkc, Qpa, Nqpc attend?

David Mann, Cpfa, Qkc, Qpa, Nqpc attended Keller Graduate School Of Management Of Devry University, Loras College.

What skills is David Mann, Cpfa, Qkc, Qpa, Nqpc known for?

David Mann, Cpfa, Qkc, Qpa, Nqpc has skills like Erisa, Defined Contribution, Defined Benefit, Non Qualified Deferred Compensation, Plan Design, Compliance, 401k, Series 6, Series 7, Series 63, Series 24, Relationship Management.

Who are David Mann, Cpfa, Qkc, Qpa, Nqpc's colleagues?

David Mann, Cpfa, Qkc, Qpa, Nqpc's colleagues are Rick Wyman, Chaoyan Wang, Craig Watkins C(K)p®, Cpfa, Dave Rowe.

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