Bernard Levine

Vice President, Retirement Plan Services at USI Consulting Group

Bernard LeVine has a diverse work experience spanning several industries. Their most recent position is as Vice President of Retirement Plan Services at USI Consulting Group, where they collaborate with small business owners and executives to maximize their employees' retirement outcomes. Before that, they worked at Equitable as a Senior 401K Internal Wholesaler, where they partnered with Financial Advisors to build and maintain their 401(K) businesses. Prior to that, they held various roles at BNY Mellon, including Lead Analyst/Manager and Section Manager, where they managed teams and implemented process improvements. Bernard also worked as a Financial Advisor at Morgan Stanley and held positions at Household Finance and Brown & Brown, Inc., where they provided insurance products and risk analysis. Throughout their career, Bernard has received awards for outstanding client service and team contributions.

Bernard LeVine completed their Bachelor's degree in Business Administration from the State University of New York at Oswego between the years 1998 and 2002. Prior to that, they attended Liverpool Highschool from 1994 to 1997. However, it is unclear whether they obtained any degree or studied a specific field during their time at Liverpool Highschool.

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Timeline

  • Vice President, Retirement Plan Services

    May, 2022 - present