Kevin Speich Email & Phone Number
President @ Plan Design Partners, Inc.
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Kevin Speich Location
- Appleton, WI, US
Kevin Speich Work
- 2013 -now President @
- 2015 -2021 VP Retirement Plan Services @ R. Knapp Financial, Inc.
- 2012 -2013 President @ Empire Retirement Plan Services, LLC
- 2008 -2012 Retirement Plan Consultant @
- 2001 -2003 Financial Representative @ Northwestern Mutual Financial Network
- 1999 -2001 401(k) Plan Administrator and Benefit Specialist @ Alterra Healthcare
Kevin Speich Education
- University of Wisconsin - Whitewater
Bachelor of Science (Human Resource Management and Psychology)
1994-1998
Kevin Speich Skills
- IRAs
- Implementation
- Customer Service
- Financial Analysis
- Financial Services
- Finance
- Strategic Financial Planning
- Services
- Employee Benefits
- Insurance
- Administration
- Retirement Plan Consulting
- Design
- Small Business
- Life Insurance
- Marketing
- Financial Advisory
- Human Resources
- Benefits Administration
- Investments
- 401k
- Retirement Planning
Kevin Speich Summary
- Kevin Speich, based in Appleton, WI, US, is currently a President at Plan Design Partners, Inc.. Kevin Speich brings experience from previous roles at R. Knapp Financial, Inc., Empire Retirement Plan Services, LLC, Benefit Administration, Inc. and Northwestern Mutual Financial Network. Kevin Speich holds a 1994 - 1998 Bachelor of Science in Human Resource Management and Psychology @ University of Wisconsin - Whitewater. With a robust skill set that includes IRAs, Implementation, Customer Service, Financial Analysis, Financial Services and more. Kevin Speich has 2 emails and 1 mobile phone numbers on RocketReach.
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Kevin Speich
President
Appleton, WI, US
Top Plan Design Partners, Inc. Employees
Kevin Speich
President
Appleton, WI, US
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