Key Takeaways
- • Prime Capital Financial has added Ekaterina "Katie" Sheliga as a retirement plan consultant, expanding its retirement consulting presence in the Mid-Atlantic region, according to a Business Wire release.
- • Sheliga brings more than 15 years of experience in financial services and the retirement industry, most recently as sales director of strategic accounts at PCS Retirement.
- • Her prior roles include leadership positions at the American Retirement Association and The Standard, and an early career in retirement consulting at Arthur J. Gallagher & Co.
- • Sheliga will focus on developing relationships with employers, advisors and centers of influence in the Mid-Atlantic.
- • Prime Capital Financial, formerly Prime Capital Investment Advisors, operates 70 locations across the United States.
Summary
Prime Capital Financial, headquartered in Overland Park, Kansas, has announced the addition of Ekaterina "Katie" Sheliga as a retirement plan consultant, according to a Business Wire release. The hire expands the firm's retirement consulting presence in the Mid-Atlantic region, where Sheliga will focus on developing relationships with employers, advisors and centers of influence.
Sheliga brings more than 15 years of experience in financial services and the retirement industry. She most recently served as sales director of strategic accounts at PCS Retirement, where she managed relationships with national broker-dealers, registered investment advisors and wealth management firms. Earlier, she held leadership roles at the American Retirement Association and The Standard, focusing on institutional partnerships and retirement plan sales. She began her career at Arthur J. Gallagher & Co., working with business owners and executives to design retirement programs aligned with organizational goals and fiduciary responsibilities.
Jania Stout, president of retirement and wellness at Prime Capital Financial, said Sheliga understands how the pieces of retirement plan consulting, recordkeeping and strategic partnerships fit together. Sheliga said she is eager to return to working directly with employers and their employees. She also serves as Northeast regional leader for We Inspire Promote Network (WIPN), which supports the advancement of women in the retirement industry.
Prime Capital Financial, formerly Prime Capital Investment Advisors, provides financial planning, asset management, wealth management and retirement plan advisory services, and currently has 70 locations throughout the United States.
Sheliga brings more than 15 years of experience in financial services and the retirement industry. She most recently served as sales director of strategic accounts at PCS Retirement, where she managed relationships with national broker-dealers, registered investment advisors and wealth management firms. Earlier, she held leadership roles at the American Retirement Association and The Standard, focusing on institutional partnerships and retirement plan sales. She began her career at Arthur J. Gallagher & Co., working with business owners and executives to design retirement programs aligned with organizational goals and fiduciary responsibilities.
Jania Stout, president of retirement and wellness at Prime Capital Financial, said Sheliga understands how the pieces of retirement plan consulting, recordkeeping and strategic partnerships fit together. Sheliga said she is eager to return to working directly with employers and their employees. She also serves as Northeast regional leader for We Inspire Promote Network (WIPN), which supports the advancement of women in the retirement industry.
Prime Capital Financial, formerly Prime Capital Investment Advisors, provides financial planning, asset management, wealth management and retirement plan advisory services, and currently has 70 locations throughout the United States.
Go deeper than the headline
Research every firm in this story, track the ones that matter and get the daily briefing — free for 7 days.