Brian Way
Vice President Retirement Plan Solutions at USI Consulting Group | Walnut Creek, California, United States
Engage
candidates 10x faster
Enjoy unlimited access and discover candidates outside of LinkedIn
Trusted by 1.4M users from 76% of Fortune 500 companies
The most accurate data ever
CCPA Compliant
GDPR Compliant
150M
Personal Emails
200M
Work Emails
100M
Direct Dials
250M
Professional Profiles
40M
Company Profiles
Find anyone, anywhere
with ContactOut
today
Making remote or global hires?
Connecting
with key decision-makers? We can help.
- 40 emails / month
- 3 phone numbers / month
- Works on standard LinkedIn only
-
Work emails, personal emails,
mobile numbers
No credit card required
Brian Way serves as the Vice President of Retirement Plan Solutions at USI Consulting Group, where he leverages his extensive expertise as a Chartered Retirement Plan Specialist to deliver tailored retirement strategies for clients. With a robust background in the financial services industry, Brian excels in collaborating with C-suite executives to design and implement comprehensive retirement plans that align with organizational goals and employee needs. His proficiency spans a variety of retirement vehicles, including 401(k), 403(b), and defined benefit pension plans, allowing him to navigate the complexities of retirement plan design with ease.
At USI Consulting Group, Brian is currently spearheading several key projects focused on optimizing retirement plan offerings. He is particularly adept at integrating the latest regulatory changes, such as those outlined in the SECURE Act and new 403(b) regulations, into actionable strategies that enhance plan compliance and participant engagement. His strategic approach to retirement planning also encompasses innovative solutions like Safe Harbor and New Comparability plans, which are designed to maximize contributions while minimizing administrative burdens.
Brian's skill set is further complemented by his strong sales acumen and networking capabilities, enabling him to build lasting relationships with clients and stakeholders. His commitment to education and public speaking ensures that he remains a trusted resource for financial planners and organizations seeking guidance in strategic financial planning and risk management. Through his leadership at USI Consulting Group, Brian continues to drive impactful retirement solutions that empower clients to achieve their long-term financial objectives.
Vice President Retirement Plan Solutions at USI Consulting Group in December 2022 to Present
Account Executive at Mutual of America Financial Group in July 2021 to December 2022
Group Account Representative at Mutual of America Financial Group in January 2018 to July 2021
Participant Account Representative at Mutual of America Financial Group in September 2015 to December 2017
Financial Representative at Northwestern Mutual in November 2010 to September 2015
Sales at HA Logistics in March 2010 to November 2010
Sales at Cable Moore in January 2009 to January 2009
Account Representative at ABF Freight Systems in January 2007 to January 2009
See more
See less
Disability Insurance
Sales
Customer Service
Strategic Financial Planning
Retirement Planning
Long-term Care
Insurance
Fixed Annuities
Microsoft Excel
Investments
Financial Planners
Microsoft Word
Finance
Risk Management
Series 63
See more
See less
Discover more about USI Consulting GroupWhat is Brian Way email address?
Email Brian Way at [email protected] and [email protected]. This email is the most updated Brian Way email found in 2026.
What is Brian Way phone number?
Brian Way phone number is +12039886525 and +16467651115.
How to contact Brian Way?
To contact Brian Way send an email to [email protected] or [email protected]. If you want to call Brian Way try calling on +12039886525 and +16467651115.
What is Brian Way net worth?
Brian Way has an estimated net worth of $150,000 to $249,999
What company does Brian Way work for?
Brian Way works for USI Consulting Group
What is Brian Way's role at USI Consulting Group?
Brian Way is Vice President Retirement Plan Solutions
What industry does Brian Way work in?
Brian Way works in the Financial Services industry.
Brian Way Email Addresses
Brian Way Phone Numbers
Get a free list of similar prospects, filtered by title, company, or industry.
Build your Prospect ListPeople like Brian Way
Non Independent Non Executive Director at Eastern Pacific Industrial Corporation Berhad
Director of Finance at Halocarbon Products Corporation
Vice President of Partnerships - Location Technology at Mappedin
Community Development Manager at Atikameksheng Anishnawbek
Partner | Head of Real Estate | BeLux at Stibbe
VP , Risk Application Development Manager at J.P. Morgan
Commercial Real Estate Appraiser - Assocate at Wade Appraisal, LLC
Customer Success Leader - AMER East at Slack
Caterng Sales at Granville's Gourmet Ribs & Barbeque
Chief Retiree at Retired!
Boys Volleyball Director at Top Select Volleyball Academy
Senior Completions Engineer at Range Resources
Yeoman at US Navy
Retail Services Merchandiser at C&S Wholesale Grocers
Passport Specialist at U.S. Department of State
Programming Instructor at Udemy
Math education at Self-employed
Dental Hygiene Educator and Dental Assistant at West Coast Oral & Maxillofacial Surgery Center and Center for Osseointegration
Director Of Development at Nature Forward
Founder at EMK ENTERPRISE BLOCKCHAIN SOFTWARE DEVELOPMENT COMPANY
Vice President - Broker Distribution at Church Mutual Insurance Company
Retired at Self-Employed
Mortgage Loan Officer at FEMBI First Equity Mortgage Bankers, Inc.
Translation Intern at Weird Canada / Wyrd Arts Initiatives
President & CEO at Evans General Contractors
Senior Education Researcher at SRI International
Show more
Show less