Gretchen Radach, MBA, CPFA® in

Gretchen Radach, MBA, CPFA®

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Senior Relationship Manager at Sikich
📍 Greater Chicago Area, United States

Gretchen is a Senior Relationship Manager at Sikich, focusing on retirement plan services. Leveraging her experience from J. P. Morgan and John Hancock, she develops communication and education strategies for plan sponsors. She is a graduate of Ohio Dominican University, where she earned both her BA and MBA, and is the first in her family to earn a college degree.

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Experience
21 Years
Current Role
Senior Relationship Manager
Job Level
Middle
Location
Greater Chicago Area, United States
Personality Overview

How Gretchen shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Gretchen cares about

Retirement Plan Strategy
Her role at Sikich involves creating effective communication and education strategies for retirement plan sponsors and their employees.
Client Communications
A core focus of her career, she has developed communication programs at J. P. Morgan to address client objectives and drive behavioral changes.
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Career

Work history

11-2022
Senior Relationship Manager
Sikich
6-2014 - 11-2022
Financial Sales and Marketing Consultant
Gretchen Radach Consulting, LLC
6-2012 - 5-2014
Communications Strategist, Retirement Plans Mega Market ($500M+)
J.P. Morgan
8-2006 - 9-2011
AVP National Accounts
John Hancock Life Insurance Company (U.S.A.)
4-2005 - 8-2006
Registered Sales Associate/Financial Advisor
Raymond James Financial Services
In the press

Media appearances

Gretchen Radach of Sikich Honored on PLANADVISER's Inaugural Excellence in Operations Award List. Featured in Sikich Insights
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Education
2004 - 2006
Master of Business Administration (MBA)
Ohio Dominican University
2000 - 2002
BA
Ohio Dominican University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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