Steven Whitman

Commander
DISC Type : D

Vice President, Retirement Plan Services at USI Consulting Group

Hartford, Connecticut, United States

Overview

Steven Whitman is a Vice President at USI Consulting Group with over thirty years of experience in the financial services and retirement industry. He is a subject matter expert in fiduciary oversight and de-risking solutions for retirement plan fiduciaries, consulting directly with C-suite members. He holds a B. S. from Southern Connecticut State University.

While at Prudential Financial, he won the Leadership Performance Award in recognition of retaining $750 million in assets.

Personality Overview

Impact-Driven

Candid & Clear

Risk-Taker

They are less concerned about the product and more about its potential impact.  They respond better to strong and respectful interactions. They put a lot of effort into ensuring personal success.

Topics They Care About

Fiduciary Oversight
His primary professional focus is on mitigating litigious risk and ensuring fiduciary best practices for retirement plan sponsors.
Retirement Plan Design
He frequently posts about improving participant outcomes through plan design, including the effective use of Target Date Funds and Health Savings Accounts (HSAs).
Investment Due Diligence
Emphasizes that thorough due diligence on investment offerings, such as target date funds, is a critical best practice for plan sponsors.

Media Appearances

Steven has no verified media appearances

Work History

7-2025
Vice President, Retirement Plan Services at USI Consulting Group
4-2024 - 2-2025
Senior Principal, Northeast Investment Director at Mercer
4-2017 - 4-2024
Principal, Northeast Investment Director at Mercer
1-2012 - 4-2017
Senior Associate, Investment Consultant at Mercer
4-2002 - 11-2010
VP, Relationship Management at Prudential Financial

Education

B.S. from Southern Connecticut State University

More Information

Social Presence :

Prographics :

Exp : 33 Location : Hartford, Connecticut, United States Job Level : Senior Designation : Vice President, Retirement Plan Services at USI Consulting Group
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Insights For Selling To Steven

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points without becoming too analytical
  • Get to the point quickly instead of spending time doing small talk
  • Refer to testimonials from well-known industry leaders

DONT's

  • Do not spend too much time focusing on product tech or features
  • Avoid being a storyteller and don’t try to oversell
  • Do not back off when challenged, respond with a confident, objective answer instead

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Steven is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Steven

  • If they are not convinced, they will say no without any hesitation.

Insights For Deal Planning

    How fast (or slow) will Steven move?

  • If convinced, they can reach decisions quite fast.
  • Can Steven take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Steven

Personality Compatibility


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