Leonard Wilson
Consultant at The Todd Organization
- Role
- Principal Senior Consultant at The Todd Organization
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Leonard Wilson
We design and manage tailored projects that align an organization\'s long term goals with…
Experience
Principal Senior Consultant
May 2003 — Present · US
Bank Owned Life Insurance Programs, Non-Qualified Benefit Planning, Estate Planning, Benefit Administration, Supplemental Benefit Plans
Skills
- Asset Allocation
- Banking
- Portfolio Management
- Retirement
- Financial Analysis
- Succession Planning
- 401k
- Pensions
- Employee Benefits
- Management
- Estate Planning
- Deferred Compensation
- Defined Benefit
- Retirement Planning
- Retirement Plan Consulting
- Life Insurance
- Investments
- Finance
- Disability Insurance
- Executive Pay
- 401(K) Retirement Savings Plans
- Series 6
- Insurance
- Mergers & Acquisitions
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