Bernard Levine
Vice President, Retirement Plan Services @ USI Consulting Group | Certified Plan Fiduciary Advisor
- Role
- Vice President, Retirement Plan Services at Usi Consulting Group
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Bernard Levine
I work with business owners, executives, and committees across the Carolinas to help them…
Experience
Vice President, Retirement Plan Services
May 2022 — Present · Charlotte, NC, US
Retirement Plan Consultant - Collaborate with business owners, executives and retirement plan committees on their corporate and nonprofit retirement plans to help maximize their employees retirement outcomes, ensure ongoing cost-effectiveness of the plan and ensure the company is able to attract and retain the best talent.
Education
State University of New York at Oswego
Bachelors, Business Administration
1998 — 2002
Skills
- Banking
- Mutual Funds
- Risk Management
- Loans
- Insurance
- Leadership
- Securities
- Capital Markets
- Management
- Investments
- Customer Retention
- Customer Service
- Relationship Management
- Investment Management
- Process Improvement
- Accounting
- Microsoft Office
- Finance
- Credit Analysis
- Settlement
- Transfer Agency
- Financial Services
- Fund Services
- Global Custody
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