Full Name
Jamie Greenleaf
Job Title
Firm Name
Fiduciary in a Box
Speaker Bio
I believe that all hard working people should retire with dignity.

I have spent a career spanning over 20 years consulting to retirement plan sponsors and plan participants nationwide. I provide consulting services in all areas of plan management and oversight, including plan design, fees and services benchmarking, investment management selection and monitoring, fiduciary and regulatory compliance, investment policy design, and financial education to many Fortune 500 and publicly traded companies, nonprofit entities and public agencies.

Adjunct professor in the Plan Sponsor University certification program for UCLA’s Anderson School of Business--Executive Education.

Registered Financial Advisor with Series 65 license, life insurance licensed and a registered investment advisor representative.

Keen ability to guide, support and educate plan trustees, plan sponsors and plan participants alike. Extensive and unparalleled knowledge, passion for the industry, and a commitment to exceed client expectations.
Jamie Greenleaf