Zach Schneeloch
Qualified Plan Strategist @Great Gray Trust Company
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WORK HISTORY
Qualified Plan Strategist @Great Gray Trust Company
As a Qualified Plan Strategist at Great Gray Trust Company, I specialize in the distribution of sub-advised Collective Investment Trusts (CITs) across Pennsylvania and Ohio. I serve as a dedicated resource and educator for financial advisors, helping them understand the strategic benefits of CITs in defined contribution plans.Our team is committed to enhancing the experience for plan participants, advisors, and sponsors. Great Gray’s innovative onboarding solution, boardingpass™, streamlines plan eligibility verification through a user-friendly online portal—making it easier for our clients to invest in CITs with confidence.I collaborate closely with asset manager partners to grow and expand defined contribution relationships, always approaching my work with a customer- and partner-focused mindset. If you\'re looking to diversify portfolios and elevate your retirement plan strategy, let’s connect.Let’s help your retirement business take flight.
EDUCATION
Boston College Carroll School of Management
Master of Business Administration - MBA
University of New Hampshire
Bachelor of Science - BS
University of New Hampshire Peter T. Paul College of Business and Economics
Bachelor of Business Administration - BBA
ABOUT ZACH SCHNEELOCH
Qualified Plan Strategist at Great Gray Trust Company
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