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@usicg.com
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Matthew Smith is listed as Vice President Retirement Plan Services at USI Consulting Group at USI Consulting Group, a company with 279 employees, based in Austin, Texas Metropolitan Area, United States. AeroLeads shows a work email signal at usicg.com and a matched LinkedIn profile for Matthew Smith.
Matthew Smith previously worked as Vice President Retirement Plan Services at Usi Consulting Group and Retirement Plan Consultant at John Hancock. Matthew Smith holds Master'S Degree, Accounting from University Of Vermont Grossman School Of Business.
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USI Consulting Group (USICG) is a premier provider of defined contribution and defined benefit plan consulting and administration services. For more than 40 years, organizations have relied on USICG to help their employees successfully plan and invest for retirement. USICG’s team of highly skilled professionals provides specialized expertise in retirement and employee benefit plan design, administration, consulting, investments, legal & regulatory compliance and employee communications for 3,800+ clients nationwide. We are an affiliate of both USI Securities, Inc. (a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services LLC. For more information, visit usicg.com.Link to Social Media Policy: https://www.usicg.com/disclosures/social-media-disclosure
Listed skills include Customer Service, Adaptability, Quantitative Data, Team Management, and 7 others.
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Austin, Texas, United States
Experience the USI ONE Advantage and learn how our retirement consulting services provides industry leadership, objective advice, and optimal solutions to help our clients plan and invest for retirement. To learn more about USI, our capabilities, and our resources, please contact at matthew.smith@usi.com or (727)-418-0105.
Greater Boston Area
Developed strategies and initiatives with financial representatives to grow, maintain, and effectively manage retirement plan businessSupported financial representatives in better understanding product, pricing, and service model of the John Hancock Retirement Plan platform. Managed end to end process for the implementation of retirement plans for small.
Greater Boston Area
Assisted in the preparation of Life Insurance, C Corp, and Partnership tax return filingsPrepared quarterly tax provisions for life and non-life insurance entitiesWorked closely with both internal & external auditing bodies to comply with Sarbanes Oxley and Model Audit Rule regulation
Other employees you can reach at usicg.com. View company contacts for 279 employees →
Lewis Glynn
Colleague at Usi Consulting GroupWethersfield, Connecticut, United States, United States
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Marychris Keefe
Colleague at Usi Consulting GroupGlastonbury, Connecticut, United States, United States
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Douglas Kowalski
Colleague at Usi Consulting GroupWethersfield, Connecticut, United States, United States
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Philip Wellde
Colleague at Usi Consulting GroupVienna, Virginia, United States, United States
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Jaime Packer
Colleague at Usi Consulting GroupRocky Hill, Connecticut, United States, United States
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Jamie Meehan, Crps
Colleague at Usi Consulting GroupNew York, New York, United States, United States
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Erin C.
Colleague at Usi Consulting GroupBrentwood, Tennessee, United States, United States
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Eddie Villegas
Colleague at Usi Consulting GroupKaty, Texas, United States, United States
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Rodger Metzger
Colleague at Usi Consulting GroupWest Simsbury, Connecticut, United States, United States
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Colleen Lowmiller
Colleague at Usi Consulting GroupCleveland, Ohio, United States, United States
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Quick answers generated from the profile data available on this page.
Matthew Smith works for USI Consulting Group.
Matthew Smith is listed as Vice President Retirement Plan Services at USI Consulting Group at USI Consulting Group.
AeroLeads has found 1 work email signal at @usicg.com for Matthew Smith at USI Consulting Group.
Matthew Smith is based in Austin, Texas Metropolitan Area, United States while working with USI Consulting Group.
Matthew Smith has worked for Usi Consulting Group, John Hancock, John Hancock Financial Services, and The Essex, Vermont'S Culinary Resort & Spa.
Matthew Smith's colleagues at USI Consulting Group include Lewis Glynn, Marychris Keefe, Douglas Kowalski, Philip Wellde, and Jaime Packer.
You can use AeroLeads to view verified contact signals for Matthew Smith at USI Consulting Group, including work email, phone, and LinkedIn data when available.
Matthew Smith holds Master'S Degree, Accounting from University Of Vermont Grossman School Of Business.
Matthew Smith is listed with skills including Customer Service, Adaptability, Quantitative Data, Team Management, Microsoft Excel, Microsoft Office, Sales, and Teamwork.
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