Rob Kotler, Aif®

Rob Kotler, Aif® Email and Phone Number

Retirement Services Practice Leader, Vice President @ RCM&D
Washington, DC, US
Rob Kotler, Aif®'s Location
Washington DC-Baltimore Area, United States
Rob Kotler, Aif®'s Contact Details

Rob Kotler, Aif® work email

Rob Kotler, Aif® personal email

About Rob Kotler, Aif®

As the leader of RCM&D’s Retirement Services practice, I work with a large variety of retirement plan clients. As part of the team, I assist with the design, implementation and ongoing support for the Retirement Plans of RCM&D clients. Our goal is to apply the firm’s core competency of risk management to retirement programs. Our full scope approach to fiduciary plan consulting leverages our experience in investment selection and monitoring but allows us to stay focused on the overall success of the program.I began my career in financial services in 2000. Prior to joining RCM&D, I served in a wide variety of roles in the Retirement Plan Services market from administration and service, to sales and consulting. I bring a unique perspective by blending a wealth of knowledge of the complexities of retirement plan design and fiduciary concerns with a strong client-centric approach.https://brokercheck.finra.org/

Rob Kotler, Aif®'s Current Company Details
RCM&D

Rcm&D

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Retirement Services Practice Leader, Vice President
Washington, DC, US
Rob Kotler, Aif® Work Experience Details
  • Rcm&D
    Retirement Services Practice Leader, Vice President
    Rcm&D
    Washington, Dc, Us
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  • Rcm&D
    Retirement Services Practice Leader, Vice President
    Rcm&D Feb 2014 - Present
    Baltimore, Maryland Area
    Robert is the leader of RCM&D’s Retirement Services practice and works with a variety of retirement plan types. As part of the team he assists with the design and implementation of, and supports the Retirement Plans of RCM&D clients.Investment advice offered through Global Retirement Partners, a Registered Investment Advisor. RCM&D, GRP and LPL Financial are separate non-affiliated entities.
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  • Adp
    Retirement Plan Consultant
    Adp Nov 2012 - Aug 2013
    Washington D.C. Metro Area
    Retirement Plan Consulting and Sales. Work with plan sponsors who are providing 401(k) and profit sharing plans,to help corporations transform conventional benefits packages into cost-effective tools to attract and retain key employees.
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  • Mutual Of America
    Retirement Plan Consultant
    Mutual Of America Jun 2012 - Nov 2012
    Washington D.C. Metro Area
    Responsible for the management of existing client relationships while also attracting new clients and prospects to the firm. Involved in the sale of 401(k), 403(b), SIMPLE and SEP plans for Mutual of America. Consulted on plan design cost and other areas of retirement plan operation.
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  • Hillman Capital Management, Inc.
    Client Relations Manager
    Hillman Capital Management, Inc. Mar 2007 - Jun 2012
    Washington D.C. Metro Area
    Institutional Investment ServicesDirected all relationship management, marketing, and corporate communication activities as the primary point of contact for clients and prospects. Developed and implemented the firm's marketing strategies, created new marketing materials, and ensured the delivery of a consistent marketing message to enhance the HCM brand. Collaborate with institutional investors in the US and Europe, consultants and retirement plan sponsors on investment strategies and due diligence requirements.
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  • Bb&T Investment Services
    Financial Advisor
    Bb&T Investment Services May 2006 - Feb 2007
    Annapolis, Md
    Full service financial planning and investment servicesBuilt relationships with high-net-worth individuals and families, identified their immediate and long-term needs, and created investment strategies to work towards their financial objectives. Managed asset allocation, frequently reviewed client accounts for deviation from strategies, and adjusted as necessary to achieve objectives.
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  • Morgan Stanley
    Financial Advisor
    Morgan Stanley May 2003 - Apr 2006
    Baltimore, Maryland Area
    Full service financial planning and investment servicesBuilt relationships with high-net-worth individuals and families, identified their immediate and long-term needs, and created investment strategies to work towards their financial objectives. Managed asset allocation, frequently reviewed client accounts for deviation from strategies, and adjusted as necessary to work towards their objectives. Created value with corporate clients by providing 401(k) profit sharing plans, defined benefit plans, 403(b) plans, and executive deferred compensation plans to help corporations transform conventional benefits packages into cost-effective tools to attract and retain key employees.
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  • Cbiz
    Retirement Plan Consultant
    Cbiz Jan 2002 - Oct 2002
    Easton, Md
    Reviewed Plan Documents and determined optimal provisions based on client’s situations and needs. Determined plan eligibility, contribution calculations, and completion of cross testing calculations under different scenarios. Conducted all facets of plan administration and annual compliance testing of qualified plans.
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  • T. Rowe Price
    Retirement Plan Specialist
    T. Rowe Price Jun 2000 - Jan 2002
    Baltimore, Maryland Area
    Act as a primary contact for plan sponsors to resolve day to day 401(k) plan questions and issues for enterprise level clients.
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Rob Kotler, Aif® Education Details

Frequently Asked Questions about Rob Kotler, Aif®

What company does Rob Kotler, Aif® work for?

Rob Kotler, Aif® works for Rcm&d

What is Rob Kotler, Aif®'s role at the current company?

Rob Kotler, Aif®'s current role is Retirement Services Practice Leader, Vice President.

What is Rob Kotler, Aif®'s email address?

Rob Kotler, Aif®'s email address is ro****@****ail.com

What schools did Rob Kotler, Aif® attend?

Rob Kotler, Aif® attended St. Mary's College Of Maryland.

What are some of Rob Kotler, Aif®'s interests?

Rob Kotler, Aif® has interest in Environment, Autocross Sailboat Racing Snowboarding.

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