Steve McDonnell CEBS

Steve McDonnell CEBS

Followers of Steve McDonnell CEBS357 followers
location of Steve McDonnell CEBSGreen Bay, Wisconsin, United States

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  • Timeline

  • About me

    Qualified Plan Consultant

  • Education

    • University of Wisconsin-Whitewater

      1966 - 1970
      Bachelor of Business Administration Management
  • Experience

    • First National Bank of Rockford IL

      Jan 1984 - Jan 1989
      • Vice President

        Jan 1984 - Jan 1989
      • Vice President

        Jan 1984 - Jan 1989
    • Wells Fargo

      Jan 1990 - Jan 2001
      Vice President & Regional Trust Manager
    • Associated Bank

      Jun 2001 - Nov 2005
      Vice President & Retirement Plan Services Manager

      I was responsible for client service and new business support for the Southern Region of Associated Trust Company. Also, I worked directly with clients and plan participants to administer and improve their retirement plans.

    • Ohio National Financial Services

      Mar 2006 - May 2010
      Group Retirement Plan Wholesaler

      Regionally based wholesaler/consultant for Ohio National Financial Services appointed agents. Support advisors with investment products, retirement education, sales assistance and technical advice for ERISA plans. Cover the states of Ilinois, Michigan (except Detroit metro area), Minnesota and Wisconsin.

    • Retirement Plan Solutions

      Jul 2011 - now
      Retirement Services Coordinator

      As consultant with Retirement Plan Solutions I work with retirement plan sponsors and their business advisors to maximize the value of the qualified retirement plans sponsored by these businesses. In addition, I work with participants in the clients' retirement plans to help them understand and make the best use of this important retirement planning tool.

  • Licenses & Certifications

    • ISCEBS Gold Member U.S. 2024

      International Society of Certified Employee Benefit Specialists
      Apr 2022
      View certificate certificate
    • ISCEBS Gold Member U.S. 2023

      International Society of Certified Employee Benefit Specialists
      Apr 2022
      View certificate certificate
    • Certified Employee Benefits Specialist

      International Foundation of Employee Benefit Plans (IFEBP)
      Sept 1987
      View certificate certificate
  • Volunteer Experience

    • Volunteer and BOD member

      Issued by Pauls Pantry on Oct 2016
      Pauls PantryAssociated with Steve McDonnell CEBS
    • Finance Council Vice Chairperson

      Issued by Holy Cross Parish Green Bay WI on Jul 2014
      Holy Cross Parish Green Bay WIAssociated with Steve McDonnell CEBS
    • Trustee

      Issued by St Joseph Parish Grafton WI on Jun 2003
      St Joseph Parish Grafton WIAssociated with Steve McDonnell CEBS