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Charter Oak Lane • Marlton,
Retirement & Benefit Plans
Senior financial services
professional with over years of experience in relationship management,
retirement planning, and investments. Proven ability to administer,
analyze, and enhance portfolio performance for optimum bottomline results.
Expertise cultivating executivelevel client/vendor relations and strategic
partnerships to maximize satisfaction and retention. Versed in mentoring,
motivating, and leading teams of employees in compliance with organizational
goals and standards.
Relationship & Asset
Revenue & Profit Growth • Client Advocacy & Persistency
Investment Reviews &
Financial Product & Service Sales • Strategic Business Plans
Defined Contribution &
Defined Benefit Plans • Market & Industry Trends • Regulatory Compliance
Staff Development &
Participant Communications • Plan Demographics
/ Cigna, Philadelphia, Pennsylvania
leader with over $ billion in assets under management and ,
global employees. Prudential purchased CIGNA’s retirement business
level client partnerships to maximize service, satisfaction, growth,
and retention in retirement planning arena. Led financial services team
in strategic business and program plan review to meet investment and
profit goals. Analyzed investment portfolios and industry trends to
create solutions meeting client requirements. Supported sales process
by responding to RFP’s and presenting at finals presentations. Delivered
regulatory compliance testing, audit reports, and IRS filings. Resolved
plan and participant transaction issues.
Successfully managed over
$ billion in plan assets across multiple key accounts.
Recognized for providing keen
depth of industry knowledge, professionalism and a strong client service
focus by designing and implementing customized solution to achieve customers
Mentored newly hired
colleagues based upon indepthproduct knowledge, leadership and training
Reversed $, vendor charge
by identifying and correcting administrative error.
Developed and implemented
employee communication, education, and information distribution strategies
to enhance plan participation, deferrals, and awareness.
Effectively reduced costs
through resource allocation and automation/edelivery tools.
Consistently achieved outstanding
client satisfaction survey and reference results.
Retirement Plan Fundamentals
FINRA Series , , &
Life Insurance Licenses
– Pennsylvania, New Jersey, Delaware, Maryland, & DC
TRAINING & AFFILIATIONS
Leading with Presence, Executive
Conversations, Consultative Selling, Effective Negotiations
Plansponsor Retirement Professionals
& Women in Pensions