Joseph Reese, Qpfc, Aifa®

Joseph Reese, Qpfc, Aifa® Email and Phone Number

President @ The TPA Experts
Portland, ME, US
Joseph Reese, Qpfc, Aifa®'s Location
Portland, Maine Metropolitan Area, United States, United States
Joseph Reese, Qpfc, Aifa®'s Contact Details

Joseph Reese, Qpfc, Aifa® work email

Joseph Reese, Qpfc, Aifa® personal email

Joseph Reese, Qpfc, Aifa® phone numbers

About Joseph Reese, Qpfc, Aifa®

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."

Joseph Reese, Qpfc, Aifa®'s Current Company Details
The TPA Experts

The Tpa Experts

View
President
Portland, ME, US
Employees:
17
Joseph Reese, Qpfc, Aifa® Work Experience Details
  • The Tpa Experts
    President
    The Tpa Experts
    Portland, Me, Us
  • Downeast Pension Services & Third Party Administrators, Inc.
    President
    Downeast Pension Services & Third Party Administrators, Inc. Apr 2020 - Present
  • Downeast Pension Services. Inc.
    Director Of Sales
    Downeast Pension Services. Inc. Aug 2019 - Apr 2020
  • Pentegra Retirement Services
    Regional Director
    Pentegra Retirement Services Jan 2017 - Aug 2019
    White Plains, Ny, Us
    Working 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.
  • Unified Trust Company
    Director Of Institutional Retirement Consulting - Western Division
    Unified Trust Company Dec 2011 - Jan 2017
    Lexington, Ky, Us
    Working 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.
  • Mutual Of Omaha
    Director - Bank Channel And Regional Sales Director - Eastern U.S.
    Mutual Of Omaha Nov 2008 - Dec 2011
    Omaha, Ne, Us
    Established Bank Channel distribution for Mutual of Omaha 401(k). Promoted to Regional Sales Director position - responsible for sales management responsibilities for Eastern U.S.
  • Unified Trust Company, N.A.
    Institutional Retirement Consultant
    Unified Trust Company, N.A. Jan 2006 - Nov 2008
    Lexington, Ky, Us
    Working 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.
  • Retirement Marketing Specialists Of Ny
    President
    Retirement Marketing Specialists Of Ny Sep 2003 - Dec 2006
    Established independent wholesaling practice with access to various 401(k) providers.
  • Providium Retirement Plan Services
    Partner
    Providium Retirement Plan Services Sep 2003 - Oct 2005
    401(k) advisor in private practice.
  • Manulife Financial
    Group Pension Representative
    Manulife Financial Nov 1999 - Sep 2003
    Toronto, Ontario, Ca
    Developed new Upstate New York territory as Group Pension wholesaler for Manulife of NY.
  • Fortis Benefits
    District Sales Director & Assistant Regional Sales Director
    Fortis Benefits Aug 1994 - Nov 1999
    Responsible 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.
  • Phoenix Home Life
    Group Sales Representative
    Phoenix Home Life Nov 1992 - Aug 1994
    Group Life/Dental/Disability wholesaler covering Upstate and Western NY.
  • The Paul Revere Life Insurance Company
    Group Insurance Rep & Regional Sales Manager
    The Paul Revere Life Insurance Company Nov 1986 - Dec 1992
    Group Life/Dental/LTD wholesaler covering SE Massachusetts and Rhode Island. Opened and managed sales office in Minneapolis, MN.

Joseph Reese, Qpfc, Aifa® Skills

Financial Advisory Fiduciary Pensions Defined Contribution Retirement Planning Investments 401k Retirement Plan Consulting Investment Advisory Asset Allocation Wealth Management Mutual Funds Fiduciary Liability Qualified Retirement Plans Defined Benefit Pension Funds Profit Sharing Erisa Retirement 401 Retirement Savings Plans

Joseph Reese, Qpfc, Aifa® Education Details

  • St. Lawrence University
    St. Lawrence University
    Government

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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