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| DAVID C.
WADE |
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| David Wade is President and CEO of
PENTEK Advisory Group, Inc., a Registered Investment
Advisory firm, and has over 30 years of specialized
experience in the management and marketing of retirement,
financial, and 401(k) plan consulting services. |
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| PROFESSIONAL EXPERIENCE |
PENTEK’s
consulting activities are focused on assisting
the client with preparation of their investment
policy statement, selection of mutual funds or
professional money managers, monitoring money
managers’ activities, controlling overall
expenses and maximizing retirement plan asset
values.
With over three decades of retirement
plan experience, Mr. Wade has had a variety of
special consulting/advisory engagements. These
include the development of specialized systems
for 401(k) administration and the design of special
retirement plan insurance programs and employee-driven
investment plan communication systems.
Mr. Wade is especially skilled in the analysis
of insurance company and mutual fund retirement
plan contracts, with particular experience in
discerning fee structures and revenue sharing
allowances paid to 401(k) providers. He is adept
at relating complex subject matter to legal, accounting
and actuarial professionals.
Prior to founding PENTEK in 1984,
Mr. Wade served as President of the University
Group, a financial services company, where he
was responsible for the management of all branch
offices. Previously he was President and CEO of
USLIFE Financial Services. |
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| OTHER ACTIVITIES |
| Mr. Wade is a member of the Society
of Financial Service Professionals (SFSP), the National
Institute of Pension Administrators (NIPA), Investment
Management Consultants Association (IMCA) and affiliate
member of the American Society of Pension Actuaries
(ASPA). He has appeared as a panel speaker at the
Personnel and Industrial Relations Association National
Convention, served on the 401(k) committee for the
Institute of Certified Investment Management Consultants.
He is past President of the Society of Financial
Services Professionals Chapter. |
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| DESIGNATIONS |
ChFC – Chartered Financial Consultant:
awarded by the American College at Bryn Mawr
CIMC – Certified Investment Management Consultant
conferred by George Washington University
CLU – Chartered Life Underwriter: awarded
by the American College at Bryn Mawr |
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| PERSONAL |
Mr. Wade is married
and has resided in Westlake Village, California
for over 25 years. PENTEK’s executive offices
are located in nearby Agoura Hills. |
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Senior
Staff Members |
| Cheryl Rimmele |
Cheryl Rimmele
joined PENTEK in 2000, and is responsible for
the day-to-day administration of the firm. In
addition, Cheryl coordinates the data process
gathering from pension and investment providers.
Cheryl has worked in the financial
services industry for 17 years. Since 1987 she
has worked for financial services firms in a variety
of positions including Operations Manager, Customer
Service Supervisor and has been responsible for
branch due diligence and compliance. She has lived
in Agoura Hills since 1988 along with her husband
and three children. She is active in the community,
and volunteers her time with her church, Boy Scouts
and Girl Scouts. |
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©2005
PENTEK ADVISORY GROUP |
