As Chief Compliance Officer and Operations Analyst, Kevin works with other RTD Financial employees to ensure all processes are as efficient and effective as possible. His responsibilities include managing the firm’s Compliance Program, billing, data cleanup, completing ad-hoc projects, and researching and implementing various software. Kevin is tasked with managing the firm’s Cybersecurity Policy to […]
As an Associate Retirement Plan Consultant, Maryellen enjoys working directly with plan sponsors, participants, and partners to develop an intimate understanding of a company’s individual Retirement Plan needs. Maryellen is involved from the beginning of the set-up process and works closely with all parties on an ongoing basis, ensuring a smooth experience and consistent service. […]
Greg is the Chief Investment Officer at RTD Financial. He is chair of the firm’s Investment Policy Committee and oversees the firm’s investment operations. Greg is responsible for conducting the research and analysis required to build investment solutions that meet the needs of RTD’s clients. Previously, Greg was the firm’s Director of Investments. Greg has […]
Sarah Levine is a Project Specialist who works with other RTD employees to complete various company projects. Sarah brings a wealth of experience and skills to the position, such as following closely various administrative style tasks. Prior to joining RTD, she spent seven years at PNC Bank, where she sharpened her general office skills and […]
Maureen is the Chief Operating Officer of RTD Financial. Maureen oversees many critical functions of the firm, including operations, accounting and financial reporting, human resources, benefits, and talent acquisition. She is responsible for establishing and monitoring operational workflows and coordinates both internal and external events. She also supports the firm’s compliance and cybersecurity efforts. Prior […]
Latifa started her career at RTD on the client service team, scheduling client meetings, managing virtual document storage and processing quarterly investment reports. She is currently transitioning to the investment team, where her responsibilities include trading and rebalancing investment portfolios and managing liquidity accounts. Latifa graduated from Community College of Philadelphia with her associate’s degree […]
Rutuja is an Investment Analyst at RTD Financial. Her primary role is to assist with investment management and investment operations. Her responsibilities including trading, analyzing, and rebalancing portfolios. Prior to joining RTD in October 2017, she worked as an Operations Specialists at U.S. Fiduciary Services, Inc. where she was responsible for pension payments for clients’ […]