Jeffrey Cullen Email & Phone Number
Chief Executive Officer @ Strategic Retirement Partners
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Jeffrey Cullen Location
- Shorewood, IL, US
Jeffrey Cullen Work
- 2015 -now Chief Executive Officer @
- 2010 -2015 Managing Director - Chicago @ 401(k) Advisors
- 2001 -2010 Owner @
Jeffrey Cullen Education
- DePaul Driehaus College of Business
MBA (Financial Analysis)
2002-2006 - Illinois State University
BA (Finance with Accounting Minor)
1993-1997
Jeffrey Cullen Skills
- 401k
- 403 b
- ERISA
- Fiduciary Services
- 3(38) Fiduciary
- 457 Plans
- Executive Benefit Strategies
- HSA
- Employee Benefits
- Retirement
- Asset Allocation
- Retirement Planning
- Investments
- Fiduciary
- Non-Qualified Deferred Compensation
- Investment Advisory
- Benefits Administration
- Defined Benefit
- Defined Contribution
- Employee Stock Ownership Plan (ESOP)
Jeffrey Cullen Summary
- Jeffrey Cullen, based in Shorewood, IL, US, is currently a Chief Executive Officer at Strategic Retirement Partners. Jeffrey Cullen brings experience from previous roles at 401(k) Advisors and Cullen Financial Group, Inc.. Jeffrey Cullen holds a 2002 - 2006 MBA in Financial Analysis @ DePaul Driehaus College of Business. With a robust skill set that includes 401k, 403 b, ERISA, Fiduciary Services, 3(38) Fiduciary and more. Jeffrey Cullen has 3 emails and 7 mobile phone numbers on RocketReach.
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