Rachelle S. NeuwirthVice President of Business Development

areas of expertise
  • Business Development
  • Relationship Management
  • Public Speaking
educationRachelle S. Neuwirth, MBA
  • Binghamton University
    BA, English, School of Management minor
    Graduated with honors
  • NYU Stern School of Business
    MBA, Marketing & International Business
  • Long Island University
    MSE, Education
    New York State Certifications in Elementary Education (grades 1-6) and Birth – Grade 2

Rachelle joined Creative Plan Designs in January 2018 as Vice President of Business Development.  In her role, Rachelle initiates and strengthens the relationships CPD fosters with accountants, financial planners, and other referral partners. In addition, Rachelle uses social media to market and promote CPD as a thought leader and innovator in the retirement plan industry.

CPD – Throughout the years we have been able to perfect our process. We are experts, let us prove it to you.

She also represents CPD in various industry associations. Prior to joining CPD, Rachelle was Manager of Business Development at CareConnect, Northwell Health’s health insurance firm. Throughout her career, Rachelle has held several senior sales and business development positions in the banking and finance fields.

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My goal was to implement a retirement plan that, at first, seemed very complicated. Ron and his team helped me understand and implement the plan in a timely manner. All of the individuals that work at the company are very knowledgeable and responsive. I highly recommend CPD.

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Mitchell Wolk
Owner, Mitchell Wolk

My goal was to implement a retirement plan that, at first, seemed very complicated. Ron and his team helped me understand and implement the plan in a timely manner. All of the individuals that work at the company are very knowledgeable and responsive. I highly recommend CPD.

Mitchell Wolk
Owner, Mitchell Wolk

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