[ad_1]
Bringing more than 55 years of combined industry experience, Tom McNeela and Jeff Cusack join RetireOne as Director of Client Experience and Sr. Managing Director, Strategic Accounts, respectively
RetireOne®the leading independent platform for fee-based insurance solutions, today announced the appointment of Tom McNeela and Jeff Cusack to two key leadership positions.
Tom McNeela’s 25-year career has included experience as a life insurance and annuity wholesaler, operations back-office leader, and leader at a national sales education team for a Fortune 100 company. In his role as Director of Client Experience, McNeela will bring a persistent focus on the RetireOne mission: providing RIA firms and their clients valuable retirement solutions that are easy to understand, simple to use and delivered with a focus on exceptional client service.
“Contemporary advisors working as fee-only fiduciaries and their clients demand solutions that are flexible, whether they’re focusing on accumulation, protection, or retirement income,” said McNeela. “Every financial life is different and a client’s needs can change in . ..
Full story available on Benzinga.com
[ad_2]
Source link
