Donald E
President at KISC, LLC | Englewood, Colorado, United States
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As President of KISC, LLC, Donald E. embodies the role of a financial strategist and behavioral economics advocate, driving innovative solutions that empower organizations to optimize their retirement plans and enhance employee well-being. With a deep understanding of qualified retirement plans, Donald leverages his expertise to design tailored financial advisory services that align with the unique goals of each client. His commitment to staying abreast of the latest trends in asset management and portfolio management ensures that KISC remains at the forefront of the industry, providing clients with cutting-edge strategies that promote long-term financial health.
Donald’s current projects reflect his passion for integrating behavioral insights into financial decision-making. By applying principles from behavioral economics, he helps organizations understand the psychological factors that influence employee savings behaviors, ultimately fostering a culture of financial wellness. This innovative approach not only enhances retirement planning but also drives engagement, leading to improved outcomes for both employers and employees.
In addition to his role at KISC, Donald is an advocate for continuous learning, regularly participating in industry conferences and workshops to refine his skills in business planning, disability insurance, and 1031 exchanges. His multifaceted expertise positions him as a trusted fiduciary, dedicated to navigating the complexities of retirement planning and asset management. Through his leadership at KISC, Donald E. is not just transforming financial landscapes; he is empowering organizations to achieve their financial goals while prioritizing the well-being of their workforce.
President at KISC, LLC in January 2023 to Present
Dollar Don at KISC, LLC in December 2023 to Present
Director of Business Development at KISC, LLC in April 2020 to March 2023
Retirement Plan Specialist at ICMA-RC in November 2012 to April 2020
Sales Consultant at Janus Capital Group in June 2011 to November 2012
Participant Financial Consultant at Mutual of America in August 2008 to July 2011
Inbound Consultant at TIAA-CREF in January 2008 to January 2008
Financial Advisor at Wachovia Securities in January 2006 to January 2008
Sales at Cintas in May 2005 to July 2006
Systems Administrator at Colorado State University in January 2002 to May 2005
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Financial Services
Retirement Plan Consulting
Client Relations
Direct Sales
Account Management
Interpersonal Skills
Business Development
Financial Advisory
Sales
Broker-Dealer Compliance
Retirement Planning
Portfolio Management
Life Insurance
Health Insurance
Qualified Retirement Plans
Traditional IRA
Roth IRA
Tax-advantaged Investment Strategies
Strategic Financial Planning
Business Planning
Whole Life
Term Life Insurance
Disability Insurance
Trust Services
Charitable Trusts
401k Rollovers
1031 Exchanges
Rental Management
Real Estate
Estate Planning
Financial Planning
Asset Management
Investments
Mutual Funds
Equities
Retirement
Series 7
Leadership
Management
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Discover more about KISC, LLCWhat is Donald E email address?
Email Donald E at [email protected]. This email is the most updated Donald E email found in 2026.
How to contact Donald E?
To contact Donald E send an email to [email protected].
What company does Donald E work for?
Donald E works for KISC, LLC
What is Donald E's role at KISC, LLC?
Donald E is President
What is Donald E's Phone Number?
Donald E's phone (303) ***-*297
What industry does Donald E work in?
Donald E works in the Financial Services industry.
Donald E Email Addresses
Donald E Phone Numbers
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