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Jeffrey Isaac, C(k)P, CRPS

Jeffrey Isaac, C(k)P, CRPS

Programmer Analyst

Followers of Jeffrey Isaac, C(k)P, CRPS1000 followers
location of Jeffrey Isaac, C(k)P, CRPSMerrick, New York, United States

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  • Timeline

  • About me

    Business Development Director at Morgan Stanley

  • Education

    • New York University SCPS

      -
      CFP Coursework

    • College for Financial Planning

      2009 - 2009
      CRPS Chartered Retired Plans Specialist Designation

    • State University of New York at Albany

      1995 - 1998
      English Double Minor in Business and Spanish

      Activities and Societies: Tau Epsilon Phi Dean's List of Distinguished Students

  • Experience

    • Salomon Smith Barney

      Jul 1998 - Nov 2001
      Programmer Analyst

      -Developed, coded and tested COBOL programs based on user specifications and requests.

    • UBS Financial Services

      Dec 2002 - Oct 2012
      Investment Associate, Retirement Plans Consultant, UBS Institutional Consulting Group

      -Culitvated new client relationships through cold calling and referral networks.-Conducted cost, performance and service analysis of retirement plans to build strategic action plans and competetive advantage for sales opportunities.-Provided employee education to 401k plan participants in group and one to one setting.

    • Pilot Benefits

      Nov 2012 - Mar 2014
      Vice President - Retirement Services

      -Provide retirement plan advisory/ consulting services to corporate clients.-Conduct cost, performance and service analysis of retirement plans.-Benchmark 401k fees and services versus other providers in the marketplace.-Help plan sponsors meet their fiduciary obligations by conducting periodic plan reviews.-Registered Representative, Securities offered through Cambridge Investment Research., A Broker/Dealer, Member FINRA/SIPC and Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a registered Investment Advisor. Pilot Employee Benefits and Cambridge are not affiliated. Show less

    • MassMutual Financial Group

      Apr 2014 - Dec 2020
      Managing Director - Emerging Markets

    • WealthPRIME

      Apr 2021 - Aug 2021
      Vice President - Retirement Sales

    • ADP

      Aug 2021 - Nov 2022
      Major Accounts Retirement Services District Manager

    • Morgan Stanley

      Nov 2022 - now
      Business Development Director

  • Licenses & Certifications

    • Chartered Retirement Plans Specialist

      College for Financial Planning