Daniel Casella Email & Phone Number
Vice President, Retirement Plan Services @ USI Consulting Group
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Daniel Casella Location
- Glastonbury, CT, US
Daniel Casella Work
- Vice President, Retirement Plan Services @ (January 2024 - Present)
- Owner @ DanBob Enterprises, LLC (May 2023 - Present)
- Executive Director of Consulting @ (February 2020 - July 2022)
- Executive Director of Consulting @ Strategic Retirement Group (June 2010 - January 2020)
- Institutional Consultant @ (June 2007 - June 2010)
Daniel Casella Education
- Pace University - Lubin School of Business 2004-2007
- University at Buffalo
Bachelor of Arts (B.A.) (Psychology)
1989-1993
Daniel Casella Skills
- 401k
- Alternative Investments
- Build Strong Relationships
- Business Case Preparation
- Business Development
- Business Process Improvement
- Client Onboarding
- Client Presentation
- Client Relations
- Communication
- Cross-Selling
- Customer Satisfaction
- Defined Benefit
- ERISA
- Employee Benefit Plan Design
- Excel
- Fiduciary
- Financial Planning
- Healthcare
- Institutional Sales
- Investment Products
- Investments
- Market Intelligence
- Microsoft Excel
- Microsoft Office
- New Business Development
- Organization Skills
- Organizational Development
- Pensions
- Practice Management
- Presentation Skills
- Problem Solving
- Professional Skills
- Relationship Building
- Relationship Development
- Retirement
- Retirement Plan Consulting
- Sales Processes
- Securities
- Series 7
- Setting Strategic Direction
- Skilled Multi-tasker
- Strategic Partnerships
- Strategic Planning
- Strategic Relationships
- Team Leadership
- Teamwork
- Vendor Management
- Wealth Management
- Written Communication
- Leadership
- Employee Relations
- Human Resources
Daniel Casella Summary
- Daniel Casella, based in Glastonbury, CT, US, is currently a Vice President, Retirement Plan Services at USI Consulting Group. Daniel Casella brings experience from previous roles at DanBob Enterprises, LLC, OneDigital, Strategic Retirement Group and UBS. Daniel Casella holds a 2004 - 2007 Pace University - Lubin School of Business. With a robust skill set that includes 401k, Alternative Investments, Build Strong Relationships, Business Case Preparation, Business Development and more. Daniel Casella has 2 mobile phone numbers on RocketReach.
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