Dayle Scheinman
Retirement Plan Consultant at Elevated Investment Partners at Cetera Advisors Llc
Based in Dallas, United States
7-day free trial · no credit card
Seniority
Staff
Department
Other
Location
Dallas
Industry
Financial Services
Company size
285
Contact information
Reveal Dayle's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
d•••••••@cetera.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Dayle Scheinman
Fiduciary concerns over retirement plan management have become increasingly complex over the past twenty years. My mission is to make this process easier through assistance with plan evaluation, plan design, provider selection, investment oversight, proper plan governance and education services for both the plan sponsor and employees. At the end of the day, my goal is to help companies offer the best retirement plan possible to help their employees retire with dignity and achieve the highest quality lifestyle during their non-working years. This is not just my job, but my passion. When employees are better prepared for retirement, everyone wins: employee, employer and society. My life revolves around my kids, corporate retirement plans, coaching soccer, helping people work toward their financial goals, and more kids! If I can squeeze in a game of my own, it's a great week. Specialties: 401(k) plans, 457 plans, DC, DB, pension plans, cash balance plans, non-qualified plans, ESOPs, allocation models, open and closed ended mutual funds, consulting, retirement plan providers, ERISA 3(38) Investment Manager, ERISA 3(21) Fiduciary, provider due diligence and searches, investment analysis
Decision-makers
Other people at Cetera Advisors Llc
- CFStaff
Christopher Fogarty
Financial Consultant · Finance & Accounting
- JKStaff
John Kadletz
Independent Financial Advisor · Finance & Accounting
- NSStaff
Nick Strainic
Financial Advisor · Finance & Accounting
- JRDirector
James Robejsek
Investment Executive · Finance & Accounting
- WSManager
Wanda Schumacker
Office Service Support Lead Data Entry Specialist · Other
Build a list of verified contacts at Cetera Advisors Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Dayle
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime