Pensionmarkmeridien
At PensionmarkMeridien, we bring over 40 years of experience and a proven, proprietary process to serving our clients. By fostering a proactive, caring environment, we help plan participants, executives and owners to reach their retirement goals. We provide insurance, investment and solutions for employees, executives and affluent individuals to accumulate, maintain and transfer wealth. A commitment to our clients. It’s what defines everything we do. Since 1975, PensionmarkMeridien has provided insurance and investment services to more than 400 corporate clients. Our expertise includes all facets of plan design, investment selection, employee education and communications, plan benchmarking and monitoring, ongoing plan enhancements, client advocacy and potentially reducing fiduciary liability. We provide leading products and customized solutions to clients ranging from successful entrepreneurs to Fortune 500 organizations, using our unique retirement plan process and innovative insurance solutions. Our executives, senior management and service teams are there when you need them. By selectively limiting our client relationships, we’re able to provide a proactive, uncommon level of service. Advisory services offered by World Investment Advisors, LLC. Securities offered by World Investments, LLC, member FINRA/SIPC. World Investment Advisors, LLC is affiliated through common ownership with World Investments, LLC.
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Verified contacts
8
available on Kipplo
LinkedIn employees
13
11 to 50 range
Open roles
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Distinct roles
7
indexed titles
Tech stack
1
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Monthly traffic
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- PB
Philip Backholm
Managing Director · General Business & Management
EmailPhone - DR
David Radoccia
Senior Marketing Executive · Advertising & Marketing
EmailPhone - AB
Andrew Balasco
Assistant · General Business & Management
EmailPhone - GW
George Warburg
Managing Director Wealth Advisor · Finance & Accounting
EmailPhone
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Top roles at Pensionmarkmeridien
7 distinct titles indexed · top 7 shown.
- 2assistant director of retirement services
- 1assistant
- 1executive vice president
- 1managing director
- 1managing director wealth advisor
- 1operations and marketing coordinator
- 1senior marketing executive
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