Bruce Wolfe Email & Phone Number
Senior Vice President @ Alight Solutions
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Bruce Wolfe Location
- New York, NY, US
Bruce Wolfe Work
- Senior Vice President @ (September 2026 - Present)
- Principal @ C.S. Wolfe & Associates, LLC (January 2013 - Present)
- Director of Retirement Strategies @ (November 2025 - March 2026)
- Head of Individual Retirement Solutions @ (June 2019 - November 2025)
- Managing Director @ (January 2013 - July 2018)
- Managing Director @ (September 2006 - September 2012)
- Executive Vice President @ Webster Financial Corporation (January 2002 - January 2006)
- Managing Director, Head of Global Strategy @ Merrill Lynch Investment Managers (September 2000 - September 2002)
- Principal, Director of Strategic Planning and Product Development @ (July 1997 - December 2000)
- Vice President, Corporate Strategy Group @ Morgan Stanley & Company (January 1996 - June 1997)
- Consulting Engineer, Propulsion and Ordnance Division @ (January 1986 - January 1989)
- Associate Engineer, PATRIOT Missile Program @ Raytheon (January 1985 - January 1986)
Bruce Wolfe Education
- Columbia Business School
MBA
1989-1991 - The Johns Hopkins University
BS (Materials Science)
1981-1985
Bruce Wolfe Skills
- Investments
- Private Equity
- Wealth Management
- Financial Services
- Business Strategy
- Start-ups
- Series 7
- Investment Strategies
- M&A experience
- Business Re-organisation
- Expense Management
- Thought Leadership
- International Joint Ventures
- Private Banking
- Retirement Planning
- Corporate Development
- Business Transformation
- Management Consulting
- Finance Transformation
- Business Turn-arounds
- Full P&L Responsibility
- Leading Change
- C Suite
- Team Leadership
- 401(k) Retirement Savings Plans
- Annuities
- Asset Management
- Asset and Liability Management (ALM)
- Behavioral Finance
- Business Development
- Business Planning
- Decumulation Strategies
- Defined Contribution
- Financial Planning
- Go-to-Market Strategy
- International Development
- Joint Ventures
- M&A analysis
- Managerial Finance
- Organizational Consulting
- Organizational Leadership
- Organizational Structure
- Product Development
- Public Policy
- Public Speaking
- Record Keeping
- Retirement Income
- Retirement Income Strategies
- Revenue & Profit Growth
- Strategic M&A
- Strategising
- Microsoft Office
- Process Improvement
- Marketing Strategy
- Customer Service
- Start Ups
- Business Turn Arounds
- Business Re Organisation
Bruce Wolfe Summary
- Bruce Wolfe, based in New York, NY, US, is currently a Senior Vice President at Alight Solutions (ALIT). Bruce Wolfe brings experience from previous roles at C.S. Wolfe & Associates, LLC, Insight Investment and BlackRock. Bruce Wolfe holds a 1989 - 1991 MBA @ Columbia Business School. With a robust skill set that includes Investments, Private Equity, Wealth Management, Financial Services, Business Strategy and more. Bruce Wolfe has 3 emails and 1 mobile phone numbers on RocketReach.
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