Jon Kuczik Email & Phone Number
Managing Director Retirement Services Lead @ EVENTUM Enterprise Solutions, LLC
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Jon Kuczik Location
- New York, NY, US
Jon Kuczik Work
- 2026 -now Managing Director Retirement Services Lead @
- 2018 -2026 Principal Client Relationship Executive @
- 2010 -2018 Officer Relationship Manager @ DST Retirement Solutions
- 1999 -2010 Vice President, Prudential Retirement Service @
- 1995 -1999 Vice President - Department Manager Middle Market Service and Operations @
Jon Kuczik Education
- Fairleigh Dickinson University
Bachelor of Applied Science (BASc) (Business Administration and Management, General)
1980-1984
Jon Kuczik Skills
- Relationship Management
- Microsoft Excel
- Program Management
- Insurance
- Defined Contribution
- Mutual Funds
- 401k
- Project Portfolio Management
- Business Requirements
- SDLC
- Equities
- Portfolio Management
- Investment Advisory
- Qualified Retirement Plans
- Retirement
- Public Speaking
- Business Analysis
- PMO
- Series 6
- Wealth Management
- Business Process
- Series 7
- FINRA
- Financial Services
- Asset Management
- Series 63
- Fixed Income
- Risk Management
- Process Improvement
- Defined Benefit
- Retirement Planning
- Pensions
- Banking
- Securities
- Marketing Strategy
- Business Process Improvement
- Research
- Project Management
- Management
- Employee Benefits
- Asset Allocation
- Mergers and Acquisitions
- Fixed Annuities
- Leadership
- Project Portfolio
- Qualified Retirement
- Vendor Management
- ERISA
- Investments
- Microsoft Office
Jon Kuczik Summary
- Jon Kuczik, based in New York, NY, US, is currently a Managing Director Retirement Services Lead at EVENTUM Enterprise Solutions, LLC. Jon Kuczik brings experience from previous roles at SS&C Technologies, DST Retirement Solutions, Prudential and Merrill Lynch. Jon Kuczik holds a 1980 - 1984 Bachelor of Applied Science (BASc) in Business Administration and Management, General @ Fairleigh Dickinson University. With a robust skill set that includes Relationship Management, Microsoft Excel, Program Management, Insurance, Defined Contribution and more. Jon Kuczik has 1 emails on RocketReach.
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