What departments does Definiti LLC have?

Definiti LLC has employees across 12 departments including Finance, Accounting, Real Estate, Sales, Human Resources.

What is the largest department at Definiti LLC?

The largest department at Definiti LLC is Sales with 9 employees.

Where are Definiti LLC employees located globally?

Definiti LLC has employees across 1 continents and 2 countries including United States Of America, Canada.

How has Definiti LLC's team size changed over time?

Definiti LLC's team has decreased from approximately 197 to 190 employees based on available data.

Definiti LLC Employee Directory

Financial ServicesNorth Carolina, United States201-500 Employees

Definiti LLC is a financial services company based in Cary, North Carolina, with 201 to 500 employees. It provides retirement services including 401(k) plan design and administration, compliance and actuarial consulting, pension outsourcing, recordkeeping, and 3(16) fiduciary services. The firm employs hundreds of retirement plan professionals across the United States, including in-house actuarial consultants, ERISA attorneys, document specialists, and retirement plan consultants. It positions itself as a national retirement services firm serving more than 10,000 workplace organizations and 12,500 retirement plans, with leadership changes in 2024 such as Kristin Andreski becoming CEO and Betsy Schaaf and Richard Frink named ERISA counsel. The company maintains a website at definiti.com and has a corporate history that includes the 2023 acquisition of Werntz & Associates and Lovell Minnick Partners' acquisition of a majority stake, along with Board of Managers appointments such as Patrick Toomey and Ronald Cordes.

Definiti LLC Global Highlights

North America
271

United States Of America
270
Canada
1

Definiti LLC's Leadership

K. T.
Chief Executive Officer
Mobile Phone
Email
R. P.
Chief Financial Officer
Mobile Phone
Email
J. R.
Chief Accounting Officer (cao)
Mobile Phone
Email
S. C.
Vice President 3(16) Fiduciary Services
Mobile Phone
Email
M. C.
President
Mobile Phone
Email
D. M.
Head Of Sales
Mobile Phone
Email
B. M.
Head Of Institutional Relationships
Mobile Phone
Email
J. P.
Head Of People And Culture
Mobile Phone
Email

Definiti LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Accounting
Sales
Supply Chain
Other
Human Resources
Consultant

Contact profiles from Definiti LLC

Name

Title

Contact Info

Location

Last Update

K. T.
Chief Executive Officer
Mobile Phone
Email
United StatesNew Jersey
Jun 01, 2026
R. P.
Chief Financial Officer
Mobile Phone
Email
United StatesNorth Carolina
Oct 04, 2024
J. R.
Chief Accounting Officer (cao)
Mobile Phone
Email
United StatesNew York
May 13, 2026
L. F.
Owner
Mobile Phone
Email
Oct 21, 2024
M. C.
President
Mobile Phone
Email
Oct 16, 2024
T. J.
Real Estate Broker And Partner
Mobile Phone
Email
Oct 21, 2024
D. M.
Head Of Sales
Mobile Phone
Email
United StatesFlorida
May 26, 2026
B. M.
Head Of Institutional Relationships
Mobile Phone
Email
United StatesRhode Island
Apr 28, 2026
J. P.
Head Of People And Culture
Mobile Phone
Email
United StatesNew Hampshire
Sep 08, 2025
S. C.
Vice President 3(16) Fiduciary Services
Mobile Phone
Email
United StatesNew York
May 13, 2026

Frequently Asked Questions

What is Definiti LLC known for?

Definiti LLC was founded in 2020 operates in the Financial Services industry. The company's main headquarters is located in 535 Keisler Drive Suite 102 Cary, North Carolina United States; you can contact the main corporate office by phone at

+1-781-924-****

. Explore Definiti LLC's company overview page for more information.

What is Definiti LLC's most common email format?

Definiti LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Definiti LLC email formats with LeadIQ.

How many employees does Definiti LLC have currently?

Definiti LLC has approximately 295 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Definiti LLC's key employees and leadership?

As of June 2026, Definiti LLC's key employees include:

Chief Executive Officer: K. T.
Chief Financial Officer: R. P.
Chief Accounting Officer (cao): J. R.
Vice President 3(16) Fiduciary Services: S. C.
President: M. C.

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Definiti LLC Employee Directory

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