Brian McCabe
Executive Leader at Definiti LLC
- Role
- Head of Institutional Relationships at Definiti LLC
- Location
- North Kingstown, RI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Brian McCabe
Qualified retirement plan professional and results driven leader with expertise in operations and budget management, marketing, strategy development and client service. Technically strong in ERISA compliance, capable of working well under pressure and thriving when challenged.
Experience
Head of Institutional Relationships
Oct 2024 — Present
Education
McDaniel College
Bachelor of Arts
1991 — 1995
Skills
- Microsoft Office
- Sales
- Business Development
- Corporate Communications
- Customer Relationship Management (Crm)
- Employee Benefits
- Mergers & Acquisitions
- Defined Benefit
- Business Planning
- Operations Management
- Qualified Retirement Plans
- Pension Administration
- Defined Contribution
- Leadership
- 401(K) Retirement Savings Plans
- Client Relations
- Marketing Strategy
- Management
- Team Building
- Strategic Planning
- Retirement
- Change Management
- Consulting
- Training & Development
- Financial Reporting
- Iras
- Retirement Planning
- Growth Strategies
- Project Management
- Asset Allocation
- Mutual Funds
- Retirement Plan Consulting
- Coaching
- Client Services
- Conflict Resolution
- Pensions
- Sales Operations
- 401k
- Financial Services
- Strategy
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