David Brisnehan

Partner, SVP Retirement Plans - USI Consulting Group

Role
Vice President of Retirement Services and Director of Client Relations Advising Cfos, HR Directo at Usi Consulting Group
Location
Englewood, CO, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About David Brisnehan

Investment Advice for certain institutional accounts is provided by USI Advisors, Inc, a…

Experience

  1. Vice President of Retirement Services and Director of Client Relations Advising Cfos, HR Directo

    Usi Consulting Group

    Feb 2014 — Present

    USI is a leading national insurance brokerage and consulting firm delivering customized retirement, personal risk, property and casualty, and employee benefit solutions throughout the United States.My team analyzes client business issues and challenges leveraging USI ONE™, a proprietary platform integrating analytics, networked resources and strategic planning to deliver highly customized solutions with economic impact. USI’s team of highly skilled retirement plan professionals provide specialized expertise in plan design, administration, consulting, investments, legal & regulatory compliance and employee communications. Our clients consist of public and private sector employers, not-for-profit organizations and Fortune 500 companies.Our retirement and benefits solutions include:• Defined Benefit• Defined Contribution• Investment Advisory*• Health and Welfare Administration• Regulatory and Compliance• Employee Communications• Church Plan SolutionsExperience the USI ONE Advantage® and learn how our retirement consulting services provides industry leadership, objective advice and optimal solutions to help our clients plan and invest for retirement. To learn more about USI, our capabilities, and our resources, please contact me at d••••••••@usicg.com or 30••••••33.

Education

  • University of Colorado Boulder - Leeds School of Business

    BS, Finance and Accounting

    1994 — 1998

Skills

  • Financial Reporting
  • Business Development
  • Project Management
  • Retirement Planning
  • Investments
  • Insurance
  • Strategic Planning
  • Forecasting
  • Portfolio Management
  • Business Planning
  • Financial Analysis
  • Finance
  • Series 7
  • Corporate Finance
  • Microsoft Excel
  • Financial Modeling

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David Brisnehan — Vice President of Retirement Services and Director of Client Relations Advising Cfos, HR Directo at Usi Consulting Group in Englewood, CO, US | Unifers