2007 -2009 Director, Affiliated Businesses Sales and Service @
2004 -2007 Regional Vice President Client Services @
2002 -2004 Regional Vice President @
1996 -2001 Assistant Vice President @
Robert Kissel Education
Drexel University
Bachelor of Science (B.S.) (Finance, General)
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.) (Finance, General)
Robert Kissel Skills
Defined Contribution
Business Relationship Management
Retirement Planning
Investments
Fiduciary
Regulatory Compliance
Mutual Funds
Financial Services
Asset Allocation
Trading
Securities
401(k) Retirement Savings Plans
Defined Benefit
Strategy Implementation
Salesforce.com Implementation
Sales Management
Investment Strategies
Investment Advisory Services
Fiduciary Services
Employee Benefits Design
Financial Planning
Retirement Plan Consulting
Qualified Retirement Plans
Executive Compensation Planning
Retirement Savings
Retirement Benefits
Retirement Solutions
Retirement Income Strategies
Annuity Sales
Fixed Annuities
Variable Annuities
Employee Benefit Plan Design
ERISA
403 b
Nondiscrimination Testing
Investment Policy Statements
Change Management
Cultural Change Initiatives
Regulatory Filings
Form 5500
Leadership
Management
PowerPoint
Microsoft Excel
Marketing
Customer Service
Sales
401 Retirement Savings Plans
Robert Kissel Summary
Robert Kissel, based in Charlotte, NC, US, is currently a Vice President, Relationship Management at MissionSquare Retirement. Robert Kissel brings experience from previous roles at TIAA. Robert Kissel holds a Bachelor of Science (B.S.) in Finance, General @ Drexel University. With a robust skill set that includes Defined Contribution, Business Relationship Management, Retirement Planning, Investments, Fiduciary and more. Robert Kissel has 1 emails and 1 mobile phone numbers on RocketReach.
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