Joe Connell Email & Phone Number
Principal at Sikich Retirement Plan Services @ Sikich
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Joe Connell Location
- Saint Paul, MN, US
Joe Connell Work
- 2014 - now Principal at Sikich Retirement Plan Services @
- 2008 - 2015 President @ Retirement Plan Partners, Inc.
- 2007 - 2008 Managing Director @ Mass Mutual
- 2005 - 2007 Regional Director @ RSM McGladrey Retirement Resources
- 1999 - 2004 Sales Director Major Accounts @ ADP Retirement Services
Joe Connell Education
- St. Cloud State University
Bachelor of Science (Finance)
1984 - 1988 - University of Pittsburgh Katz Graduate School of Business 2009null
Joe Connell Skills
- Investment Advisory
- Microsoft Word
- Retirement Planning
- Finance
- 401k
- ERISA
- Securities
- Defined Benefit
- Program Management
- Retirement Services
- Training
- Retirement Plan Consulting
- Business Planning
- Mutual Funds
- Strategic Planning
- Retirement
- Asset Allocation
- Investments
- Plan Design
- Fiduciary Liability
- Business Development
- Series 7
- Plan Administration
- Microsoft Excel
- 401 Retirement Savings Plans
Joe Connell Summary
- Joe Connell, based in Saint Paul, MN, US, is currently a Principal at Sikich Retirement Plan Services at Sikich Financial. Joe Connell brings experience from previous roles at Retirement Plan Partners, Inc., Mass Mutual, RSM McGladrey Retirement Resources and ADP Retirement Services. Joe Connell holds a 1984 - 1988 Bachelor of Science in Finance @ St. Cloud State University. With a robust skill set that includes Investment Advisory, Microsoft Word, Retirement Planning, Finance, 401k and more. Joe Connell has 4 emails and 4 mobile phone numbers on RocketReach.
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