Jim Robison
- Role
- Founder and Managing Director at Strategic Retirement Partners
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Jim Robison
Mission Statement: White Oak Advisors is an institutional retirement plan consulting firm…
Experience
Founder and Managing Director
Dec 2018 — Present
Skills
- Financial Modeling
- Asset Management
- Risk Management
- Retirement Plan Consulting
- Consulting
- Financial Services
- Asset Allocation
- Fiduciary Management
- Project Management
- Retirement
- Investments
- Defined Benefit
- 401k
- Pension Funds
- Business Analysis
- Management
- Finance
- Strategy
- Financial Planning
- Business Strategy
- Business Process Improvement
- Retirement Planning
- Investment Advisory
- Wealth Management
- 401(K) Retirement Savings Plans
- Employee Benefits
- Management Consulting
- Change Management
- Strategic Planning
- Mutual Funds
- Pensions
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