Brett Weiss in

Brett Weiss

Editor · DISC type CS
Retirement Consultant at TWG Benefits, Inc.
📍 Chicago, Illinois, United States

Brett Weiss is a Retirement Consultant at TWG Benefits, Inc. , specializing in qualified retirement plans. He holds several key certifications, including Qualified 401(k) Administrator (QKA) and Qualified Plan Financial Consultant (QPFC). His background includes extensive experience in the logistics industry, focusing on solutions consulting and client support management at Redwood Logistics.

Brett earned his Bachelors Degree from the University of Illinois Urbana-Champaign. Based on his time spent in Illinois for both high school and university, he likely follows local sports and maintains connections to his alma maters community.

He has made a significant career transition from logistics and Oracle software implementation to specialized financial consulting.

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Experience
11 Years
Current Role
Retirement Consultant
Job Level
Mid-senior
Location
Chicago, Illinois, United States
Personality Overview

How Brett shows up

Fact-Driven
Skeptic
Late Adopter

Being observant comes to them naturally. They tend to have clarity about their needs and constraints, and are unlikely to over-promise. They do not like taking risks at all and go for proven options in the end.

Priorities

Topics Brett cares about

Retirement Planning
As a certified Retirement Consultant, he specializes in 401(k) administration and financial consulting for retirement plans.
Logistics Solutions
He has a strong background in the logistics industry, including roles in business development and solutions consulting at Redwood Logistics.
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Career

Work history

6-2021
Retirement Consultant
TWG Benefits, Inc.
3-2021 - 6-2021
Solutions Consultant
Redwood Logistics
7-2019 - 3-2021
SCS Client Support Manager
Redwood Logistics
4-2019 - 3-2021
Senior Manager Business Development
Redwood Logistics
10-2017 - 4-2019
Customer Operations Manager
Strive Logistics
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2010 - 2014
Bachelor’s Degree
University of Illinois Urbana-Champaign
Education details unavailable
Highland Park High School
Education details unavailable
highland Park High School
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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