Symposium Speaker Bio – Craig Mazzini

Craig Mazzini

Institutional Retirement Consultant, Unified Trust

ABOUT THE SPEAKER

Craig Mazzini is the Institutional Retirement Consultant for the Midwest Region of Unified Trust Company. He has specialized knowledge in all aspects of retirement plan and pension consulting including plan design, investments, trust and custody operations and advanced fiduciary plan governance.

Prior to joining Unified Trust, Mr. Mazzini spent 28 years in the financial services industry including roles in operations, sales and senior management in the trust and custody, recordkeeping, DCIO and third party administration markets. Most recently, he was the National Sales Manager for United Retirement Plan Consultants, a national third party administration firm with over 8,500 clients.

Mr. Mazzini received a golf scholarship to attend the University of Hartford, majoring in Economics and Finance. He is responsible for advisor sales in the midwest territory for Unified Trust.

SESSION

A Unified Approach to Growing and Scaling Your Business

Friday, May 15th | 9:50am – 10:50am

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