Lawrence Reale
Retirement Plan Consultant @Strategic Retirement Partners
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WORK HISTORY
Retirement Plan Consultant @Strategic Retirement Partners
Providence, RI, US
Manage relationships for qualified retirement plan clients within a $1.6 billion book. Provide plan design assistance, investment due diligence, assistance with vendor search and selection, fiduciary education and employee education. Assist with the ongoing growth of the business.
EDUCATION
American International College
Bachelor's degree
ABOUT LAWRENCE REALE
Results oriented Relationship Management and Institutional Sales Executive. Proficient in new business development and Relationship Management across multiple market segments and geographic territories, on both a direct basis and through intermediaries. Experienced with defined contribution and defined benefit plans. Strong familiarity with the full array of supporting services including; Relationship Management, Consulting, Consultative Sales, Plan Design Review, Vendor Analysis, Participant Education and Communication, Investment Policy Development Assistance, Asset Allocation and Fund Analysis. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advisory services are offered through Global Retirement Partners, an SEC Registered Investment Advisor. Global Retirement Partners and Strategic Retirement Partners (SRP) are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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