James Rosselle
Fiduciary Advisor to Corporate Retirement Plans (401k, 403b, Cash Balance, ESOP, NQDC)
- Role
- Partner, Senior Retirement Plan Advisor at Curi Capital
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About James Rosselle
As a Partner and Senior Advisor in the Retirement Plan Consulting practice at Curi…
Experience
Partner, Senior Retirement Plan Advisor
Oct 2024 — Present · Denver, CO, US
Education
University of North Carolina at Chapel Hill
Bachelor of Science
1994 — 1998
Skills
- Research
- Powerpoint
- Retirement
- Benefits Administration
- Investments
- Employee Benefits
- Problem Solving
- Defined Benefit
- Excel
- 401k
- Mutual Funds
- Microsoft Office
- 403 B
- New Business Development
- Erisa
- Plan Design
- Administration
- Customer Service
- Pensions
- Compliance
- Customer Relations
- Analysis
- Word
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