Revzon Consulting Group, LLC of Marshfield, MA, a consulting firm that provides trust and retirement services to financial service firms nationwide, has recently named Joseph P. R. Cantin, Jr. as Senior Vice President of Qualified Plan Sales.
Mr. Cantin has more than two decades of product and industry experience in qualified and non-qualified retirement plans, benefits regulations, insurance, mutual funds and annuities, and Employee Assistance Programs (EAPs). In his new role at Revzon Consulting, he will oversee the company’s EZ K Plan™, which is a full-service, one-stop 401(k) plan package designed specifically for the small company employer and available through the investment advisor marketplace.
Prior to joining Revzon Consulting, Mr. Cantin was a Senior Account Executive for four years at The Wellness Corporation in Shrewsbury, MA, where he managed EAPs for more than 50 clients. His vast experience includes serving as an Agent and Registered Representative for five years at New York Life Insurance Company, as well as holding director and management positions at Fidelity Investments’ Fidelity Human Resources Services Company and Fidelity Institutional Retirement Services Company (FIRSCo) for 11 years.
Mr. Cantin holds a Bachelor of Science in Economics and Finance from University of Hartford in West Hartford, CT. Licenses he has held include Individual Producer – Life, Health and Variable Annuities, Investment Company and Variable Contracts Principal Series 26, General Securities Representative Series 7, Uniform Securities Agent Series 63, and Investment Company and Variable Contracts Representative Series 6.
He resides in Shrewsbury, MA with his wife and three daughters.
About Revzon Consulting
Revzon Consulting Group, LLC is a multi-faceted firm focused on fulfilling the needs of the trust industry. Revzon Consulting provides financial service firms such as banks, trust companies, law firms, and investment advisors with a wide range of solutions to help meet business goals. Founded in 1997 by Les Revzon, Revzon Consulting has provided project management, retirement plan, personal trust, corporate trust, participant recordkeeping, trust operations, and compliance services to dozens of clients in the U.S. and Canada. Revzon Consulting Group is located at 465 Furnace Street, Suite 6 in Marshfield, MA. For more information, contact 781-740-1004 or visit www.revzonconsulting.com.
Follow Us!