Joseph Reese, Qpfc, Aifa® work email
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Joseph Reese, Qpfc, Aifa® personal email
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Joseph Reese, Qpfc, Aifa® phone numbers
Joseph Reese, Qpfc, Aifa® is a President at The TPA Experts. They possess expertise in financial advisory, fiduciary, pensions, defined contribution, retirement planning and 15 more skills. Colleagues describe them as "Joe is one of the finest people and finest retirement plan consultants I know. He knows his stuff both broadly and deeply and has a knack for making complicated things simple and even enjoyable. Joe is the kind of person who always leaves you feeling a little happier after you talk to him.", "Joe is very knowledgeable about everything 401(k). He has an intimate understanding of the players in the industry, and he closely keeps abreast of trends and industry developments. He is extremely helpful in client meetings and his public speaking skills are impressive. But above all else, Joe is a kind and generous human being, always willing to help even when there is nothing in it for him.", and "I have known Joe Reese as a wholesaler for a retirement plan provider for almost 10 years and we have worked together on many significant client relationships for our firm. Mr. Reese is very knowledgeable and has been an excellent resource for us with regards to all aspects of plan management, Fiduciary responsibilities and participant education. Whether the plan is a joint client of ours or not; I can ask Joe for help and his background and extensive network of contacts has proven to be a wonderful resource over the years to our firm. I would highly recommend any retirement plan adviser to take the time to meet with Joe as a resource for you to have, but also as a true advocate to help you grow your practice as well."
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PresidentThe Tpa ExpertsPortland, Me, Us -
PresidentDowneast Pension Services & Third Party Administrators, Inc. Apr 2020 - Present
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Director Of SalesDowneast Pension Services. Inc. Aug 2019 - Apr 2020
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Regional DirectorPentegra Retirement Services Jan 2017 - Aug 2019White Plains, Ny, UsWorking with advisors to provide Recordkeeping/TPA services including full 3(16) outsourcing and MEP solutions. Covering Eastern Pennsylvania, Delaware, Maryland and Virginia including D.C. -
Director Of Institutional Retirement Consulting - Western DivisionUnified Trust Company Dec 2011 - Jan 2017Lexington, Ky, UsWorking with financial advisors in the Western U.S. 401(k), 403(b) and 457 recordkeeping and administration; fiduciary services and managed account solutions. Included management responsibilities for the Western U.S. -
Director - Bank Channel And Regional Sales Director - Eastern U.S.Mutual Of Omaha Nov 2008 - Dec 2011Omaha, Ne, UsEstablished Bank Channel distribution for Mutual of Omaha 401(k). Promoted to Regional Sales Director position - responsible for sales management responsibilities for Eastern U.S. -
Institutional Retirement ConsultantUnified Trust Company, N.A. Jan 2006 - Nov 2008Lexington, Ky, UsWorking with financial advisors in the New England and Mid-Atlantic states. 401(k), 403(b) and 457 recordkeeping and administration; fiduciary services and managed account solutions. -
PresidentRetirement Marketing Specialists Of Ny Sep 2003 - Dec 2006Established independent wholesaling practice with access to various 401(k) providers.
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PartnerProvidium Retirement Plan Services Sep 2003 - Oct 2005401(k) advisor in private practice.
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Group Pension RepresentativeManulife Financial Nov 1999 - Sep 2003Toronto, Ontario, CaDeveloped new Upstate New York territory as Group Pension wholesaler for Manulife of NY. -
District Sales Director & Assistant Regional Sales DirectorFortis Benefits Aug 1994 - Nov 1999Responsible for management of Group Life/Dental/LTD sales office in Rochester, NY working with benefits advisors throughout Upstate NY. Management/training responsibilities as Assistant Regional Manager for NYC Regional Office.
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Group Sales RepresentativePhoenix Home Life Nov 1992 - Aug 1994Group Life/Dental/Disability wholesaler covering Upstate and Western NY. -
Group Insurance Rep & Regional Sales ManagerThe Paul Revere Life Insurance Company Nov 1986 - Dec 1992Group Life/Dental/LTD wholesaler covering SE Massachusetts and Rhode Island. Opened and managed sales office in Minneapolis, MN.
Joseph Reese, Qpfc, Aifa® Skills
Joseph Reese, Qpfc, Aifa® Education Details
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St. Lawrence UniversityGovernment
Frequently Asked Questions about Joseph Reese, Qpfc, Aifa®
What company does Joseph Reese, Qpfc, Aifa® work for?
Joseph Reese, Qpfc, Aifa® works for The Tpa Experts
What is Joseph Reese, Qpfc, Aifa®'s role at the current company?
Joseph Reese, Qpfc, Aifa®'s current role is President.
What is Joseph Reese, Qpfc, Aifa®'s email address?
Joseph Reese, Qpfc, Aifa®'s email address is jo****@****ail.com
What is Joseph Reese, Qpfc, Aifa®'s direct phone number?
Joseph Reese, Qpfc, Aifa®'s direct phone number is +158572*****
What schools did Joseph Reese, Qpfc, Aifa® attend?
Joseph Reese, Qpfc, Aifa® attended St. Lawrence University.
What skills is Joseph Reese, Qpfc, Aifa® known for?
Joseph Reese, Qpfc, Aifa® has skills like Financial Advisory, Fiduciary, Pensions, Defined Contribution, Retirement Planning, Investments, 401k, Retirement Plan Consulting, Investment Advisory, Asset Allocation, Wealth Management, Mutual Funds.
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