Pension Resource Institute, LLC Employee Directory

Q: What is Pension Resource Institute, LLC known for?

Pension Resource Institute, LLC was founded in 2010. Pension Resource Institute, LLC operates in the Financial Services industry.

Financial ServicesCalifornia, United States2-10 Employees

PRI delivers banks, broker-dealers and RIAs a configurable platform, coupled with unlimited consultation, to implement and maintain profitable strategies for serving retirement investors. Our core services include:

* Reviewing business model for conflicts
* Configuring agreements, disclosures and compliance policies
* Customizing your platform with training and client-facing resources
* Keeping you informed on new laws, regulations and best practices
* Promoting compliance for IRA rollovers

Find Pension Resource Institute, LLC employees' phone numbers or email addresses

Pension Resource Institute, LLC Global Highlights

North America
11

United States Of America
11

Europe
2

Finland
1
Hungary
1

Pension Resource Institute, LLC's Leadership

M. C.
Chief Relationship Officer
Mobile Phone
Email
K. D.
Senior Vice President
Mobile Phone
Email
A. Y.
Products Manager
Mobile Phone
Email
C. C.
Product Analyst
Mobile Phone
Email

Pension Resource Institute, LLC Employee Metrics

100%

50%

2026

2025

2024

Banking
Business
Finance
Accounting
Administrative
Other

Contact profiles from Pension Resource Institute, LLC

Name

Title

Contact Info

Location

Last Update

M. C.
Chief Relationship Officer
Mobile Phone
Email
Oct 18, 2024
K. D.
Senior Vice President
Mobile Phone
Email
United StatesMassachusetts
Oct 27, 2025
A. Y.
Products Manager
Mobile Phone
Email
Oct 22, 2024
C. C.
Product Analyst
Mobile Phone
Email
United StatesMissouri
Aug 12, 2025

Frequently Asked Questions

What is Pension Resource Institute, LLC known for?

Pension Resource Institute, LLC was founded in 2010 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-310-210-****

. Explore Pension Resource Institute, LLC's company overview page for more information.

What is Pension Resource Institute, LLC's most common email format?

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

How many employees does Pension Resource Institute, LLC have currently?

Pension Resource Institute, LLC has approximately 6 employees as of January 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Pension Resource Institute, LLC's key employees and leadership?

As of January 2026, Pension Resource Institute, LLC's key employees include:

Chief Relationship Officer: M. C.
Senior Vice President: K. D.
Products Manager: A. Y.
Product Analyst: C. C.

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