Tom Kuuskvere

Director, Plan Sponsor Consulting @Merrill Lynch

Spokane, WA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Dec 1988 — Present

Director, Plan Sponsor Consulting @Merrill Lynch

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Plan Design Modeling, Governance Best Practices, Fiduciary Best Practices, Fiduciary Training, Investment Policy Statements

EDUCATION

1982 — 1987

Rice University

BA

SKILLS

EsopInvestmentsProfit SharingManagementRetirementSecuritiesRetirement PlanningSeries 24Retirement ServicesBusiness Relationship ManagementInvestment ManagementInvestment AdvisoryBenefitsFinancial AdvisoryAlternative InvestmentsRelationship ManagementAsset AllocationDefined BenefitSeries 7Retirement Plan ConsultingPension FundsSeries 63Plan DesignFinancial ServicesPensionsErisaInvestment Policy401(K) Retirement Savings PlansSeries 66TradingDeferred CompensationCompliancePlan AdministrationInvestment StrategiesEmployee BenefitsWealth Management401kBusiness PlanningMutual Funds

ABOUT TOM KUUSKVERE

Director at Merrill Lynch

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Tom Kuuskvere — Director, Plan Sponsor Consulting at Merrill Lynch in Spokane, WA, US | Unifers