Joel Urbina

Consulting Analyst

As a Consulting Analyst, Joel focuses on quarterly performance reporting, vendor searches and plan diagnostics for all types of defined contribution clients. With over 10 years of financial industry experience prior to joining the firm in 2022, he has held positions in banking and financial services including as a Financial Advisor at PNC Investments. Joel earned his BA and MBA from the University of Illinois at Chicago. In his free time, he enjoys coaching little league and cheering for the Chicago Bears and Chicago Cubs.

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