Anthony Scalfaro
Vice President, Retirement Plan Consulting & Investment Advisory
- Role
- Vice President, Retirement Plan Consulting & Investment Advisory at CBIZ
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Anthony Scalfaro
DETERMINED - EXPERIENCED - CONNECTEDRetirement Plan Consulting ServicesInvestment AdvisoryCompliance, Administration & Plan DesignFiduciary & Governance Consulting Fee Benchmarking, RFP Services Financial Wellness & Participant AdviceNon-Qualified Executive Plan StructuresPrimary Skills:Providing Comprehensive Retirement Plan Consulting & Fiduciary Services to Private Corporations & Non-Profit OrganizationsRetirement Plan Design & Administration, Implementation & Investment AdvisoryFinance & AnalysisManagement & MentoringMy work is professional, detailed & organized.I am an energetic and motivated individual with creative insights.I am a problem solver and I look to provide customized solutions.I handle multiple projects simultaneously with efficiency.I have an entrepreneurial spirit which is effective in my independent work.I am a mentor & a team player.
Experience
Vice President, Retirement Plan Consulting & Investment Advisory
Aug 2020 — Present
CBIZ, Inc.(NYSE: CBZ) is a leading national provider of financial, insurance, and advisory services with more than 100 offices located across the country.The Retirement & Investment Solutions practice of CBIZ, Inc. provides a broad range of investment advisory, actuarial, and administration services to thousands of institutional and private clients.Investment advisory services provided through CBIZ Investment Advisory Services, LLC, a registered investment adviser and a wholly owned subsidiary of CBIZ, Inc. Third-party administration, actuarial, and other consulting services offered through CBIZ Benefits & Insurance Services, Inc.
Education
Cabrini University
Bachelor's, Communications/Marketing
1999 — 2001
Penn State University
Business
1996 — 1998
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.