Brian Santos Email & Phone Number
Retirement Plan Governance Manager @ The Strategic Retirement Benefits Group, LLC
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Brian Santos Location
- Hudson, MA, US
Brian Santos Work
- 2025 -now Retirement Plan Governance Manager @
- 2018 -2025 VP Sales at FuturePlan by Ascensus @ FuturePlan by Ascensus
- 2013 -2025 Retirement Plan Design Specialist @
- 2007 -2013 Consultant and Business Development Specialist @ Penret Services
- 2006 -2007 401(k) Associate @
- 2005 -2006 Mortgage Consultant @ American Home Lending
Brian Santos Education
- University of Massachusetts Boston 2001-2003
Brian Santos Skills
- Employee Benefits
- Financial Services
- 403 b
- Retirement Plan Consulting
- Customer Service
- Microsoft Office
- Retirement Planning
- Sales
- Management
- Photoshop
- Profit Sharing
- ERISA
- Strategic Planning
- Microsoft Excel
- 401k
- Business Analysis
- Pensions
- Retirement
- Business Development
- Mortgage Lending
- Relationship Management
- Defined Benefit
Brian Santos Summary
- Brian Santos, based in Hudson, MA, US, is currently a Retirement Plan Governance Manager at The Strategic Retirement Benefits Group, LLC. Brian Santos brings experience from previous roles at FuturePlan by Ascensus, Asperia Retirement Plan Solutions, Penret Services and Fidelity Investments. Brian Santos holds a 2001 - 2003 University of Massachusetts Boston. With a robust skill set that includes Employee Benefits, Financial Services, 403 b, Retirement Plan Consulting, Customer Service and more. Brian Santos has 2 mobile phone numbers on RocketReach.
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Top The Strategic Retirement Benefits Group, LLC Employees
Brian Santos
Retirement Plan Governance Manager
Hudson, MA, US
Abby Sheehan
Director of Operations
Haverhill, MA, US
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