Vice President, Retirement Resume
Austin, TX
SUMMARY
More than 10 Years of Proven Leadership Experience in Sales, Management, Employee Benefits, Business Strategy & Consulting; Working with Confidential, Non - Profits.
PROFESSIONAL EXPERIENCE
Confidential, Austin, TX
VICE PRESIDENT, RETIREMENT
Responsibilities:
Product Manager and Resident Retirement Plan Expert for a Top Broker/Dealer Network supporting more than 1400 advisors. Successfully Managed and Retained More Than $2 Mil in Revenues that Flowed through the Product Line.
Confidential, Charlotte, NC
CONSULTANT RELATIONS
Responsibilities:
Established, Cultivated and Managed Consultant Relations for a Fortune 500 Retirement Plan Record-Keeper in the Southeast Territory. Responsible for Sales, Public Relations, Relationship Management & Business Development serving Non-Profits,
Confidential, Raleigh, NC
INVESTMENT CONSULTANT
Responsibilities:
Advised and Managed Mid-Market/Large Plan Clients including Confidential, Higher Education & Government Institutions. Successfully guided more than 3,000 individuals representing more than 60 Corporate and Non-Profit Companies.
Confidential, Raleigh, NC
FINANCIAL ADVISOR
Responsibilities:
Managed and Retained a Book of $250 AUM Providing Financial Advice and Investments to Small Businesses and Individual Investors. Recognized as a Top Producer in Client Satisfaction and Revenue Retention.
Confidential, Denver, CO
MANAGING CONSULTANT
Responsibilities:
Contracted to Create & Implement Business Development Strategy for a Full-Service Digital Marketing & Mobile Design Company Launch. Successfully Hit Client On-Boarding Goals and Achieved Initial Revenue Targets.
Confidential, Boston, MA
BUSINESS CONSULTANT
Responsibilities:
Contracted to Provide Financial Consulting Services to Small and Mid-Market Businesses representing Confidential. Recognized as Top Producer in the Boston Market.