Debbie Matustik
Managing Director, Retirement Plan Advisor; Pensionmark Austin
We found the following information about Debbie Matustik at Pensionmark Retirement Group, where this expert has worked as a Managing Director, Pensionmark Austin since 2012. Debbie's total work experience is over 20 years, during which time this expert had at least six jobs at different companies to develop professional skills. Debbie studied at the University of Texas at Austin - The Red McCombs School of Business from 1983 to 1985. Currently, Debbie is located in Austin, Texas. You can contact with Debbie by looking for phone or email address or find further info by requesting access to this professional's additional details from SoftwareOfficial.
Name variants:
Deborah Matustik,
Debra Matustik
Last updated Apr 04, 2024
Contact Information
Last Update
Jul 13, 2022
Email
de**@pensionmark.com, de**@assurefinancialservices.com
Location
Austin, TX
Company
Workplace
Colleagues
Work History
Managing Director, Pensionmark Austin
Austin, TX
In July, 2012, ASSURE Financial Services became the 20th office of Pensionmark Retirement Group, and changed our name to Pensionmark Austin. Pensionmark was recently named by Inc. Magazine a...
from Jul 2012
President
Austin, Texas
As founder and President of ASSURE Financial Services, specialized in company-sponsored retirement plans, guiding clients through their fiduciary obligations, assisting in review of plan des...
May 2010 — Jul 2012
Financial Advisor; Director of Fiduciary Services
Jan 2010 — May 2010
Financial Advisor
Specialized in consulting with employers in the management and oversight of their 401(k) plans, and provided individual financial planning and investment services.
Apr 2006 — Jan 2010
Senior Vice President
Responsible for marketing and selling the company's services to defined contribution plan sponsors in the mid- to large-plan market (generally 1,000 - 3,000 employees and $50 million - $1 bi...
Jun 1995 — Oct 2005
Manager of Business Development
Responsible for development of new business in the areas of defined contribution and defined benefit retirement plans, as well as Section 125 cafeteria plans.
Oct 1991 — Jun 1995
Education
1978 — 1982
Occupations
Executive
Chief Executive Officer
Advisor
Accountant
Finance and Accounting Specialist
Philanthrope
Chairperson
Founder
Lawyer
Fiduciary
Sales Specialist
Supplier
Corporate Executive
Chief Executive
Accounting Bookkeeper
Bookkeeper
Non-Profit
Founding Member
Trust Law Attorney
Lawyer
Services Professional
Sales Representative
Skills
401K
Retirement Plan Consulting
Investments
Iras
Retirement Planning
Retirement
Investment Advisory
Mutual Funds
Financial Advisory
Erisa
Defined Contribution
Defined Benefit
Pensions
Investment Management
Asset Allocation
Estate Planning
Business Planning
Finra
Financial Services
Securities
Series 6
Series 7
Series 63