Chicago, Illinois

120 S. LaSalle Street
Chicago, IL 60603

PHONE NUMBER: 312.564.2000
TOLL-FREE: 877.448.6500

Rosemarie Panico-Marino, AIF, ERPA, QPA, C(k)P
Managing Director

Rosemarie is the Retirement Plan Services group leader in the Corporate Retirement Services group at CIBC Bank USA, with more than 35 years of qualified plans and financial industry experience. As a national practice, the Corporate Retirement Services team works closely with CIBC commercial bankers and advisors throughout the country to bring expertise and co-fiduciary services to clients’ retirement plans. In this role, Rosemarie is responsible for providing consulting, investment advisory and consulting services to sponsors of qualified and non-qualified retirement plans.

Prior to joining the firm, Rosemarie was a managing director with Verisight (now Newport Group), where she was part of a leadership team focused on driving retirement solutions for clients. For over 20 years, she was the partner in charge of the national retirement practice at Altschuler, Melvoin & Glasser and American Express Tax and Business Services (now RSM McGladrey). Rosemarie is nationally known in the retirement industry, speaking at numerous industry conferences. She is a founding lecturer for the UCLA-sponsored Retirement Advisor University—a program specifically designed for professionals in the retirement industry. She has served on the board of directors for the DePaul University Institute for Business and Professional Ethics and is a volunteer at Waterleaf Women’s Center. Rosemarie is also an active member of the Chicago Finance Exchange, an organization dedicated to executive women in finance and the advancement of financial literacy throughout Chicagoland; a member of the Government Affairs Committee of the American Society of Pension Professionals & Actuaries; and a member of the National Women in Pensions organization.

Rosemarie received a Bachelor of Science degree in marketing and general business from DePaul University. Additionally, she holds the Accredited Investment Fiduciary®, Enrolled Retirement Plan Agent and Qualified Pension Administrator designations and is a Certified 401(k) Professional.

 
Representing CIBC Bank USA.