Kevin Donovan
Consulting Actuary @Pinnacle Plan Design
Tucson, AZ, US
EMAILS
k•••••••@pinnacle-plan.com
MOBILE NUMBERS
+15•••••••34
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WORK HISTORY
Jan 2001 — Present
Consulting Actuary @Pinnacle Plan Design
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Tucson, AZ
Kevin is the managing member and founder of Pinnacle Plan Design, LLC, where he specializes in designing retirement plans to maximize the benefits for business owners and principals. Kevin is a leading actuary in the pension field, specifically in the area of cash balance plan design and administration.
EDUCATION
N/A
Syracuse University
Bachelor of Science, Accounting
1976 — 1980
Syracuse University
BS, Accounting
SKILLS
Series 6Profit SharingDisability InsuranceBusiness PlanningEmployee BenefitsPortfolio ManagementRisk ManagementDefined ContributionPension FundsAsset AllocationFixed AnnuitiesInvestment AdvisoryLife InsuranceMergers & AcquisitionsConsultingTaxMutual FundsSmall BusinessInvestment StrategiesInsuranceFinancial ModelingRetirementPension AdministrationSeries 7ErisaExecutive PayAuditingInvestmentsFinancial ReportingHealth Insurance401kPensionsAccountingStrategic Financial PlanningDue DiligenceAsset ManagementIrasSeries 63Benefits AdministrationDefined Benefit
ABOUT KEVIN DONOVAN
Kevin is a leading actuary in the pension field, specifically in the area of cash balance…
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