Began his career at Citistreet Companies, now VOYA Retirement Services, in 1986 where he was a leader in tax sheltered annuity and investment vehicle sales in the 403(b) and 457 retirement plan niches.
Recruited by Mercer Retirement Services in 1989to run a retirement products area. As one of the youngest officers in the firm and an Operations Principal of Marsh & McLennan Securities Corp, responsible for building a profitable and successful retirement plan brokerage business in the qualified retirement plan services industry.
Over thirty years experience in the retirement services industry: nine years outlined above, seven as a principal of an executive search firm, Kostmayer Associates, a family firm founded in 1972 by John H. Kostmayer, and the remainder since 2001 as a principal of KAI Associates, founded to specialize intensively on the retirement plan services and institutional sectors of the financial services industry.
Trained and qualified to administer and interpret a number of leadership, targeted skill, and personality assessment tools including Myers Briggs Type Indicator (MBTI)and others that measure those characteristics indicative of successin specific functions; and the interpersonal fit and dynamics between individuals and ahiring executive’s andorganization’s characterto ensure a fast start and long-term retention.
Kai Associates 75 Glen Road, Sandy Hook CT 06482 (203)426-5556