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Utkarsha Banerjee , Aif®, Cpfa® Email & Phone Number

Lead Plan Consultant at Strategic Retirement Partners
Location: Alpharetta, Georgia, United States 8 work roles 1 school
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Current company
Strategic Retirement Partners
Role
Lead Plan Consultant
Location
Alpharetta, Georgia, United States
Company size
114 employees

Who is Utkarsha Banerjee , Aif®, Cpfa®? Overview

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Utkarsha Banerjee , Aif®, Cpfa® is listed as Lead Plan Consultant at Strategic Retirement Partners, a company with 114 employees, based in Alpharetta, Georgia, United States. AeroLeads shows a matched LinkedIn profile for Utkarsha Banerjee , Aif®, Cpfa®.

Utkarsha Banerjee , Aif®, Cpfa® previously worked as Director of Retirement and Investments at Arista Consulting Group, An Alera Group Company and Senior Retirement Plan Manager at Arista Consulting Group. Utkarsha Banerjee , Aif®, Cpfa® holds Mathematics from University Or Burdwan - J K College.

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Email format at Strategic Retirement Partners

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Strategic Retirement Partners

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Profile bio

About Utkarsha Banerjee , Aif®, Cpfa®

As an expert in the Retirement Services Industry, I offer guidance and consultation services to Investment Committees. My areas of expertise include 3(21) and 3(38) fiduciary services, plan design advice, building investment strategies, and employee education.With my extensive experience as the head of Retirement operations, I possess the knowledge and skills necessary to create effective market solutions.I discovered my passion for plan design and investments when I transitioned into the Retirement Industry and started working for the plan participants. I realized the importance of adding the right behaviors to the plan at its inception. Advising investment committees to set up a plan that suits their workforce became my specialty and a source of great pleasure.

Current workplace

Utkarsha Banerjee , Aif®, Cpfa®'s current company

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Strategic Retirement Partners
Strategic Retirement Partners
Lead Plan Consultant
Alpharetta, GA, US
Website
srpretire.com
Employees
114
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Company profile
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8 roles

Utkarsha Banerjee , Aif®, Cpfa® work experience

A career timeline built from the work history available for this profile.

Senior Retirement Plan Manager

Current
Arista Consulting Group

Alpharetta, Georgia, United States

Aug 2022 - Present

Investment Advisor

Pnc

Duluth, Georgia

Investment Advisor for the Norcross Circuit.

Sep 2018 - Dec 2019
Team & coworkers

Colleagues at Strategic Retirement Partners

Other employees you can reach at srpretire.com. View company contacts for 114 employees →

JS Jonathon Schultheiss, Aif®, Crps®, Ppc® Jonathon Schultheiss, Aif®, Crps®, Ppc® Colleague at Strategic Retirement PartnersGreensboro, North Carolina, United States, United States View → LU Lila Upshaw Lila Upshaw Colleague at Strategic Retirement PartnersGreater Chicago Area, United States View → GR Greg Row, Cpfa Greg Row, Cpfa Colleague at Strategic Retirement PartnersOregon, Ohio, United States, United States View → ZN Zachary Nelson Zachary Nelson Colleague at Strategic Retirement PartnersSandy, Utah, United States, United States View → JM Jennifer Mccoy Dumas, Cpfa™ Jennifer Mccoy Dumas, Cpfa™ Colleague at Strategic Retirement PartnersGreater Chicago Area, United States View → CC Cheryl Castillo Cheryl Castillo Colleague at Strategic Retirement PartnersMilwaukee, Wisconsin, United States, United States View → DM Deane Mayerhofer Deane Mayerhofer Colleague at Strategic Retirement PartnersUnited States, United States View → ME Michael E. Rich Michael E. Rich Colleague at Strategic Retirement PartnersUnited States, United States View → MK Megan Kohley Megan Kohley Colleague at Strategic Retirement PartnersHomer Glen, Illinois, United States, United States View → MT Maxwell Taylor Maxwell Taylor Colleague at Strategic Retirement PartnersBatavia, Illinois, United States, United States View →
1 education record

Utkarsha Banerjee , Aif®, Cpfa® education

  • University Or Burdwan - J K College
    University Or Burdwan - J K College
    Mathematics
FAQ

Frequently asked questions about Utkarsha Banerjee , Aif®, Cpfa®

Quick answers generated from the profile data available on this page.

What company does Utkarsha Banerjee , Aif®, Cpfa® work for?

Utkarsha Banerjee , Aif®, Cpfa® works for Strategic Retirement Partners.

What is Utkarsha Banerjee , Aif®, Cpfa®'s role at Strategic Retirement Partners?

Utkarsha Banerjee , Aif®, Cpfa® is listed as Lead Plan Consultant at Strategic Retirement Partners.

Where is Utkarsha Banerjee , Aif®, Cpfa® based?

Utkarsha Banerjee , Aif®, Cpfa® is based in Alpharetta, Georgia, United States while working with Strategic Retirement Partners.

What companies has Utkarsha Banerjee , Aif®, Cpfa® worked for?

Utkarsha Banerjee , Aif®, Cpfa® has worked for Strategic Retirement Partners, Arista Consulting Group, An Alera Group Company, Arista Consulting Group, Alliant Retirement Consulting, and Pnc.

Who are Utkarsha Banerjee , Aif®, Cpfa®'s colleagues at Strategic Retirement Partners?

Utkarsha Banerjee , Aif®, Cpfa®'s colleagues at Strategic Retirement Partners include Jonathon Schultheiss, Aif®, Crps®, Ppc®, Lila Upshaw, Greg Row, Cpfa, Zachary Nelson, and Jennifer Mccoy Dumas, Cpfa™.

How can I contact Utkarsha Banerjee , Aif®, Cpfa®?

You can use AeroLeads to view verified contact signals for Utkarsha Banerjee , Aif®, Cpfa® at Strategic Retirement Partners, including work email, phone, and LinkedIn data when available.

What schools did Utkarsha Banerjee , Aif®, Cpfa® attend?

Utkarsha Banerjee , Aif®, Cpfa® holds Mathematics from University Or Burdwan - J K College.

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