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
- 2024 -now Vice President, Retirement Plan Services @
- 2023 -now Owner @ DanBob Enterprises, LLC
- 2020 -2022 Executive Director of Consulting @
- 2010 -2020 Executive Director of Consulting @ Strategic Retirement Group
- 2007 -2010 Institutional Consultant @
- 2002 -2007 Senior Benefit Consultant @
- 2000 -2002 Relationship Manager @
- 2000 -2000 Manager of Savings Plans @
- 1998 -2000 Plan Administrator @
- 1996 -1998 Relationship Manager @
- 1994 -1996 Consultant @ Madison Pension Services
Daniel Casella Education
- Pace University - Lubin School of Business 2004-2007
- State University of New York 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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