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)
- Senior Benefit Consultant @ (June 2002 - June 2007)
- Relationship Manager @ (June 2000 - June 2002)
- Manager of Savings Plans @ (March 2000 - June 2000)
- Plan Administrator @ (March 1998 - March 2000)
- Relationship Manager @ (March 1996 - March 1998)
- Consultant @ Madison Pension Services (March 1994 - March 1996)
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
- Alternative Investments
- Wealth Management
- Leadership
- ERISA
- Investments
- Microsoft Excel
- Employee Relations
- Healthcare
- Pensions
- Vendor Management
- Retirement
- 401k
- Excel
- Human Resources
- Defined Benefit
- Strategic Planning
- Series 7
- Securities
- Financial Planning
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 Alternative Investments, Wealth Management, Leadership, ERISA, Investments and more. Daniel Casella has 2 mobile phone numbers on RocketReach.
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