Jeff Leonard Email & Phone Number

Cincinnati, Oh, Us

North America

I work with organizations to align their retirement programs with their business and human capital objectives. After setting objectives, we work to deliver investment, administrative and actuarial services as appropriate to deliver a high quality and coordinate service model. In addition, we work to educate participants and plan sponsors on retirement readiness to manage the costs and risks associated with not having a coordinated financial wellness strategy.

New York

Managing Director of the Pension Consulting Services (PCS) group. PCS provides independent, objective reviews, strategies and services to private, public and not-for-profit clients and their advisors. We help guide decisions, optimize performance and ensure compliance to meet current and long-term objectives of retirement plan sponsors, addressing critical issues such as de-risking, liability risk management and fiduciary responsibility.

Cincinnati, Ohio Area

As a Key Account Executive, I worked to understand my clients' and prospects' business and HR objectives to develop and deliver solutions that fit their needs in solving important business challenges.

Cincinnati, Ohio Area

Managing Director and Head of Asset Allocation and Actuarial Services for Wilshire Associates.

Manage US Retirement business with responsibility for client focused services resulting in client retention and attraction. Developed and monitored a business plan and go-to market strategy with active management. Responsible for development and growth of Buck's Global Valuation Center. Significantly changed the business delivery through leveraging TBO relationships and assertive people strategy. Developed and executed regional strategy related to business development, staffing… Show more Manage US Retirement business with responsibility for client focused services resulting in client retention and attraction. Developed and monitored a business plan and go-to market strategy with active management. Responsible for development and growth of Buck's Global Valuation Center. Significantly changed the business delivery through leveraging TBO relationships and assertive people strategy. Developed and executed regional strategy related to business development, staffing, professional/career development, governance process and thought leadership. Serve as a strategic consultant to firm clients. Show less

Managed retirement consulting business in Cincinnati and Indianapolis offices. Worked with several clients to manager their overall retirement programs. Midwest Unit Retirement Sales Leader responsible for region sales plan development and coordination. Prepare business development plan with appropriate mix of recurring and non-recurring revenue. Supervise professional retirement staff.

Managed retirement practice for Ohio and western Pennsylvania offices. Achieved double digit revenue growth. Prepared annual business development plan targeting existing and prospective clients. Strategic consultant to broad base of consulting clients. Supervised professional retirement staff. Developed and maintained relationships with current clients through proactive consulting and client feedback sessions.