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
- Principal at Sikich Retirement Plan Services @ (September 2014 - Present)
- President @ Retirement Plan Partners, Inc. (June 2008 - January 2015)
- Managing Director @ Mass Mutual (April 2007 - June 2008)
- Regional Director @ RSM McGladrey Retirement Resources (April 2005 - March 2007)
- Sales Director Major Accounts @ ADP Retirement Services (January 1999 - January 2004)
Joe Connell Education
- St. Cloud State University
Bachelor of Science (Finance)
1984-1988 - University of Pittsburgh Katz Graduate School of Business 2009
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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