We provide IT Staff Augmentation Services!

Vice President, Retirement Resume

2.00/5 (Submit Your Rating)

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.

We'd love your feedback!