PROFESSIONAL EXPERIENCE:
Confidential, Madison, WI
Regional Vice President
Responsibilities:
- Reported to a Matrix Management Team including Confidential Officer and two Field Management Division Senior Marketing Officers.
- This position was responsible for Planning, creating, and executing annual sales plans at Field Marketing Division level.
- The position is accountable for growing profitable revenue, new sales, retention and market share with focus on the strategic accounts.
- It also provides the voice of the Solution Group to the Field Marketing Divisions regarding business issues including successfully positioning new solutions, business strategies.
- The position provides leadership supporting Customer Development Process and account team effectiveness.
Confidential, Denver, CO
Vice President
Responsibilities:
- Reported Directly to the President of Confidential
- Recruited to set up a new organization within Confidential Life designed to use website technology as a distribution for mutual funds offered.
- Direct responsibility on a national basis for developing and implementing marketing strategy, business plan and installation of Confidential Life’s institutional mutual fund and recordkeeping business within the Education retirement plan marketplace.
- Direct profit and loss budget responsibility; actuarial and legal negotiation regarding pension plan design proposals for institutional cases; responsibility for distribution and implementation decisions for the institutional education pension market.
Confidential
Vice President
Responsibilities:
- Recruited to set up a new organization within Confidential Life designed to use website technology as a distribution for mutual funds offered in Confidential §403(b) and Confidential §457(b) plans.
- Direct responsibility on a national basis for developing and implementing marketing strategy, business plan and installation of Confidential Life’s institutional mutual fund and recordkeeping business within the Education retirement plan marketplace.
- Direct profit and loss budget responsibility; actuarial and legal negotiation regarding pension plan design proposals for institutional cases; responsibility for distribution and implementation decisions for the institutional education pension market.
Confidential, Columbus, OH
Vice President
Responsibilities:
- Direct responsibility on a national basis for developing and implementing marketing strategy, business plan and implementation of Confidential ’s institutional annuity/mutual fund, recordkeeping business within the Public Sector; Education, Healthcare, and Non - profit retirement plan marketplace.
- Direct profit and loss budget responsibility; actuarial and legal negotiation regarding pension plan design proposals for institutional cases; responsibility for distribution and implementation decisions for institutional public sector, education, healthcare and nonprofit pension market.
- Exceeded new business plan of over $1 billion new assets under management and $3.5 million in new revenue
Confidential, New York, NY
National Director
Responsibilities:
- Direct nationwide responsibility for marketing strategy, business plan and implementation of Confidential ’s institutional annuity/mutual fund business within the Education, Healthcare, and Non-profit pension market.
- Managed a unit including eighteen Marketing Directors (Institutional sales people) and twenty-three Account Executives (Institutional case managers.
- Direct profit and loss budget responsibility; actuarial and legal negotiation regarding pension plan design proposals for institutional cases; responsibility for distribution and implementation decisions for institutional education, healthcare and nonprofit market
- Increased Premium Sales from $10 million to $4 billion during this timeframe
- Responsibility for marketing and sales plan for Confidential 403(b) annuity business within all non-for-profit markets in the 13 western states
- Direct responsibility for operations budget and sales production business plan
- Confidential Planning Board member
- Planned and implemented the restructure of Confidential
Confidential, Irvine, California
Regional Vice President
Responsibilities:
- Responsibility for marketing and sales plan for Confidential 403(b) annuity business within all non-for-profit
- Managed four Regional Marketing Directors
- 12 Sales Managers
- 67 Sales People
- Direct responsibility for operations budget and sales production business plan
