|
|
About Les Revzon
Les Revzon is
principal of The Revzon Consulting Group, a consulting firm, based in
Hingham, MA, that assists financial service firms such as banks,
trust companies, law firms with trust services.
Revzon has more
than 35 years experience in trust banking and consulting,
concentrating in compliance, pension services, recordkeeping,
corporate trust and personal trust. |

|
Prior to founding
Revzon Consulting, Revzon was Director of Compliance at The Harcourt
Group Ltd. Of New England in Boston, MA. Before that, he was Vice
President & Regional Manager for Fleet National Bank; Vice
President & Manager, Institutional Client Services & EB
Administration for Shawmut Bank; Vice President & Manager- Trust
Financial Services Group for Chase Manhattan Bank (CT) and Manager of
Pension Accounts & Trust Operations for New Britain Bank and
Trust Co.
He holds a
Bachelor of Science Degree in Business Management from Post College
and has continued his education and training at the American
Institute of Banking and the Practicing Law Institute. Further, he
has the designation of Certified Consumer Compliance Officer from CLI
in Washington, D.C.
Revzon has served
as a trustee of the Connecticut Bankers Association; president of the
Friends of the Bethany Library; chapter treasurer for BNai
BRith and co-chairman of the local games committee of Special Olympics.
A native of
Springfield, MA, Revzon lives in Hingham with his wife.
|
|
What We Offer
.............................................................
TPA
& Recordkeeping Services
> Overview
> 401(k), Profit
Sharing, & Other
Defined Contribution Plans
> Solo 401(k),
Keogh Plans
> Private
Label services
Project
Management Services
> Overview
> 2-Day Workflow Assessment
> Policies
& Procedures
> System Conversions
> Vendor Searches
> Merger/Reorganization
Assistance
> Establishing a
New Trust Department
or Company
Trust
Outsourced Services
> Administration
> Operations
> Compliance
> Customized
Other
Services
> Collective Funds
> Compliance
> Audit
> Merger due-diligence
> Personnel assessment
............................................................. |