Regional Vice President@ Trinity Pension Consultants
Grosse Pointe, Michigan, United States
Drew McSkimming
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Western Michigan University
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FlashIntel GPTDrew McSkimming is a highly experienced professional with 13 years of work experience in the retirement industry. He has expertise in pensions, defined benefit, series 7, series 63, and retirement. Drew is currently working as the Regional Vice President at Trinity Pension Consultants in Grosse Pointe, Michigan. He has previously held positions at MAP Retirement, Sequoia Financial Group, GHD CPAs and Advisors, and GE Financial. Drew's skills and experience make him a valuable asset in the field of administration, plan design, and actuarial consulting.
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Emails and Phone Numbers
About
Trinity Pension Consultants is one of the largest independent and non-producing Third-Party Administration firms that focuses on administration, plan design and actuarial consulting. Since our beginning in 2006, the marketplace knows us for making complex retirement plans simple to understand.With over 1800 Defined Contribution Plan, over 800 Cash Balance Plans, and 3 billion in assets, Trinity has the experience to look beyond basic 401(k) plans to identify opportunities the Plan Sponsor and/or Financial Advisor never knew existed.
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Regional Vice President
Regional Vice President
Financial Services
Drew McSkimming's Professional Milestones
- Director Institutional Services (2016-03-01~2018-09-01): Expanding the institutional services network to drive profitability and establish a positive platform for innovation.
- Regional Vice President (2018-10-01~2022-11-01): Expanding market share by onboarding new business opportunities and developing strategic partnerships.
Education
Finance,
B.b.a
Skill
Pensions
Defined Benefit
Series 7
Series 63
Retirement
Non Qualified Deferred Compensation
401k
Uniform Combined State Law
Defined Contribution
Asset Allocation
Retirement Planning
Series 65
Iras
Investment Advisory
Wealth Management
Series 6
Fixed Annuities
Variable Annuities
Investments
Mutual Funds
Series 24
Financial Advisory
Finance
Alternative Investments
Finra
Etfs
Financial Planners
Securities
Strategic Financial Planning
Series 66
Investment Strategies
Life Insurance
Estate Planning
Financial Planning
401 Retirement Savings Plans
Non-qualified Deferred Compensation
Certification
Colleagues
Laurel Leonard, CPC, QPA, QKA
Regional Vice President - Retirement Sales
Nick Xinopoulos
Regional Vice President - Retirement Sales
Andy Bruno, CRPS, QKA
Regional Vice President - Retirement Sales
Adam Warren
partner - cfo at trinity pension consultants
Don Dalessando
partner - coo at trinity pension consultants
Other Named Drew McSkimming
Frequently asked questions
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Drew McSkimming works for Trinity Pension Consultants
Drew McSkimming's role in Trinity Pension Consultants is Regional Vice President
Drew McSkimming works in the industry of Financial Services
Drew McSkimming's colleagues are Laurel Leonard, CPC, QPA, QKA,Nick Xinopoulos,Andy Bruno, CRPS, QKA
Drew McSkimming's latest job experience is Regional Vice President at Trinity Pension Consultants
Drew McSkimming's latest education in Western Michigan University
