William Grossman's Location
Baldwinsville, NY, US
William Grossman's Work
- Managing Member @ WCG ERISA CONSULTING, LLC
- Director Education and Communication | through 2016 @ DST Systems
- 401(k) Project Manager @ Morgan Stanley
- 401(k) Director of Training @ Travelers
- Vice President @ Republic National Bank
- AVP - Pension Services @ Williamsburgh Savings Bank
William Grossman's Education
- Fairleigh Dickinson University
Master of Business Administration (M.B.A.)
1981 - 1983 - American Society of Pension Professionals and Actuaries
Qualified Pension Administrator (Retirement Plans)
1998 - 2003 - American Institute of Banking, New York, New York
Standard Certificate and Professional Certificate (Banking)
1975 - 1979
- New Jersey City University
Bachelor’s Degree (Secondary Education Social Studies Teacher)
1970 - 1973
William Grossman's Skills
- Retirement
- 401k
- Defined Benefit
- Retirement Plan Consulting
- Pensions
- ERISA
- Investments
- Executive Pay
- Series 7
- Retirement Planning
William Grossman's Summary
William Grossman, based in Baldwinsville, NY, US, is currently a Managing Member at WCG ERISA CONSULTING, LLC, bringing experience from previous roles at McKay Hochman Consulting | DST Systems, Morgan Stanley, Copeland, a Subsidiary of Travelers and Republic National Bank of NY. William Grossman holds a 1981 - 1983 Master of Business Administration (M.B.A.) @ Fairleigh Dickinson University. With a robust skill set that includes Retirement, 401k, Defined Benefit, Retirement Plan Consulting, Pensions and more, William Grossman contributes valuable insights to the industry.
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