Robert Simons
Education
Syracuse University
BA, Economics 1984-01-01 - 1987-01-01Work Experience
Veolia North America
Current
Veolia North America
University of Southern California
2022-08-01 - 2024-08-01
University of Southern California
Sapers & Wallack, Inc.
2018-06-01 - 2022-08-01
Sapers & Wallack, Inc.
Rob Simons Consulting
2010-08-01 - 2018-06-01
Rob Simons Consulting
WTW
2015-04-01 - 2016-04-01
WTW
Mercer
2012-04-01 - 2013-04-01
Mercer
United Capital Financial Advisors, LLC
2011-04-01 - 2012-04-01
United Capital Financial Advisors, LLC
New York Life Insurance Company
2003-03-01 - 2010-12-01
New York Life Insurance Company
Fidelity Investments
2000-11-01 - 2002-10-01
Fidelity Investments
Vanguard
1997-09-01 - 2000-11-01
Vanguard
Skills
Summary
Driving positive outcomes through a consultative approach to managing retirement plan programs. A subject matter expert on retirement plan governance, investments, consulting, design, compliance, administration and fiduciary concerns with expertise in qualified and non-qualified defined contribution and defined benefit retirement plans. Additional experience in hiring, mentoring and coaching individual contributors. Specialties: Defined Benefit Pension Plans Defined Contribution Pension Plans 401(k) Plans Nonqualified Arrangements Relationship Management Direct sold retirement plans Financial Advisor sold retirement plans Technical Retirement Plan Sales Support
