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
- Retirement Plan Governance Manager @ (June 2025 - Present)
- VP Sales at FuturePlan by Ascensus @ FuturePlan by Ascensus (May 2018 - June 2025)
- Retirement Plan Design Specialist @ Asperia Retirement Plan Solutions (February 2013 - June 2025)
- Consultant and Business Development Specialist @ Penret Services (May 2007 - February 2013)
- 401(k) Associate @ (July 2006 - May 2007)
- Mortgage Consultant @ American Home Lending (April 2005 - July 2006)
Brian Santos Education
- UMass Boston 2001-2003
Brian Santos Skills
- 401k
- 403 b
- Customer Service
- Defined Benefit
- ERISA
- Employee Benefits
- Financial Services
- Management
- Microsoft Excel
- Microsoft Office
- Pensions
- Profit Sharing
- Relationship Management
- Retirement
- Retirement Plan Consulting
- Retirement Planning
- Sales
- Photoshop
- Strategic Planning
- Business Analysis
- Business Development
- Mortgage Lending
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 UMass Boston. With a robust skill set that includes 401k, 403 b, Customer Service, Defined Benefit, ERISA and more. Brian Santos has 2 mobile phone numbers on RocketReach.
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Top The Strategic Retirement Benefits Group, LLC Employees
Kate Zimmerman
Director of Retirement Plan Education and Financial Planning
Smithfield, RI, US
Brian Santos
Retirement Plan Governance Manager
Hudson, MA, US
Abby Sheehan
Director of Operations
Haverhill, MA, US
Paige Bennett
Retirement Plan Consultant
Boston, MA, US
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