Cressey will serve in the role of Director of the West Region. According to the announcement, he is a seasoned financial services professional and client relationship manager with more than 25 years of experience delivering retirement plan solutions to plan sponsors in the educational, research, governmental, and non-profit sectors.
In his new role, Cressey will focus on helping plan fiduciaries in the corporate, public, and non-profit sectors mitigate fiduciary risk by utilizing Roland|Criss’ proprietary training, rating, and certification programs. The announcement said he is well versed with all aspects of the Employee Retirement Income Security Act (ERISA) and retirement plan administration for profit sharing, 401(k), money purchase, 403(b), 457, and non-qualified deferred compensation plans.
Prior to joining Roland|Criss, Cressey served as the Director of Institutional Relationships at the SageView Advisory Group, a Registered Investment Adviser located in Irvine, California.
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