Steve McDonnell CEBS

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.