James Lukezic

Monthly Archives: October 2019

James Lukezic Explains what an ERISA Consultant to Large Corporations Does

With almost 20 years of experience working as a retirement consultant and financial analyst for corporations such as Merrill Lynch, Citigroup Global Markets, Wells Fargo, and Bank of America, James Lukezic has extensive knowledge in corporate retirement plan services. In his current role as Executive Managing Director for Old Slip Capital Partners, he has taken the firm […]