Charles (Chuck) Privitera

CEO

New York City, New York, United States28 yrs 4 mos experience
Highly Stable

Key Highlights

  • Trailblazer on race and gender issues in retirement savings.
  • Expert in financial wellness and diversity strategies.
  • Keynote speaker and master connector in financial services.
Stackforce AI infers this person is a leader in Fintech with a focus on financial wellness and diversity initiatives.

Contact

Skills

Other Skills

Fiduciary ServicesFiduciary ManagementFianacial WellnessEmployee EngagementEmployee WellnessERISA401(k) Plan ConsultingRetirement Plan ConsultingQualified Retirement PlansDefined ContributionPensionsPlan DesignHR ConsultingEmployee BenefitsFinancial Advisory

About

My passion is being a master connector and a keynote speaker. I specialize in being a disruptive force in financial services, tackling difficult issues of race and gender inequality and inequity in financial outcomes. I am an experienced relationship manager, and business development and revenue development professional. I am considered a trailblazer on race and gender issues in retirement plan savings rates. I have identified large disparities in employee savings and investing rates based on race and gender, and several of the reasons why. Teaching companies the importance of financial wellness in their diversity and inclusion strategy has been a key focus of mine for several years. This topic has become incredibly important in today's socio-economic environment. Companies can dramatically improve their low and middle income employees' lives by being a little more thoughtful around their financial wellness strategy. I can help with this.

Experience

28 yrs 4 mos
Total Experience
4 yrs 10 mos
Average Tenure
4 yrs 9 mos
Current Experience

Goldman sachs ayco

Vice President

Aug 2021Present · 4 yrs 9 mos

Westminster consulting, llc

Senior Consultant

Apr 2017Apr 2021 · 4 yrs · Greater New York City Area

  • Senior Consultant serving middle market clients in the New York Metro area.

North jersey-rockland chapter society for human resources mgt

President

Jan 2017Dec 2022 · 5 yrs 11 mos · Wyckoff, New Jersey, United States

Gallagher benefit services

Regional Retirement Consultant

Sep 2010Apr 2017 · 6 yrs 7 mos

  • Regional Retirement Plan Consultant serving the clients of AJG, providing retirement plan consulting services and financial wellness.

Small regional insurance agency

Vice President

Jan 2009Sep 2010 · 1 yr 8 mos

  • Vice President, Retirement Services

Mercer

Principal

Jan 2000Jan 2009 · 9 yrs

  • Managed the New York City Defined Contribution Advisory Practice.

Independent health

Institutional Sales

Jan 1998Jan 2000 · 2 yrs

  • Managed our broker distribution channel.

Education

State University of New York Cortland

B.S. — Management Science/Economics

Jan 1988Jan 1992

London Metropolitan University

Study Abroad — Liberal Arts

Jan 1990Jan 1991

Amherst High School

High School Diploma — Liberal Arts and Sciences/Liberal Studies

Jan 1984Jan 1988

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