Began his career at Copeland Companies, now CitiStreet Retirement Services, in 1986 where he was a leader in tax sheltered annuity and mutual fund product sales in the 403(b) and 457 retirement plan niches.
Recruited by Marsh & McLennan in 1989to run its retirement products area. As the youngest officer in the firm and an Operations Principal of Marsh & McLennan Securities Corp, responsible for building a profitable and successful retirement plan brokerage business in the 401(k) and qualified plans midmarket.
Twenty-three years experience in the retirement services industry, fourteen of which were as a principal of an executive search firm, Kostmayer Associates, a family firm founded in 1972 by John H. Kostmayer and since 2001 a principal of KAI Associates, founded to specialize more intensively on the retirement plan services and institutional sectors of the financial services and insurance industries.
Trained and qualified to administer and interpret a number of leadership, targeted skill, and personality assessment tools including Myers Briggs Type Indicator (MBTI)and Caliper that measure those characteristics indicative of successin specific functions; and the interpersonal fit and dynamics between individuals and ahiring executive’s andorganization’s characterto ensure a fast start and long-term retention.
Kai Associates 75 Glen Road, Sandy Hook CT 06482 (203)426-5556