Dalton Adams Email and Phone Number
Dalton Adams work email
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Dalton Adams personal email
Proven financial services and operations leader successful in driving transformational change to improve customer satisfaction and retention while increasing business performance and profitability. Accomplished in leveraging business intelligence and data analytics to develop strategic vision and disciplined approaches for optimizing service delivery across multi-discipline organizations. Progressive supervisory experience and a strong track record of producing results across a range of relationship management, client services, operations, and strategic roles.Specialties‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾- Client Services and Operations Leadership- Drive Customer Satisfaction, Retention, and Loyalty- Customer Experience, Analytics, and Segmentation- Increasing Productivity, Quality, and reducing Cycle Times- Cost Reduction, Scale, and Efficiency- Capacity Management and Forecasting- Continuous Process Improvement Mindset- Business Transformation and Reengineering- Associate Engagement and Talent Development- Manager Effectiveness and Change Management- Robotics, Technology, Systems, and Web Innovation- Maximizing Results and Profit
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Vice President, Client Solutions GroupEmpowerLittleton, Co, Us
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Vice President, Client Solutions GroupEmpower Dec 2023 - PresentGreenwood Village, Colorado, United States -
Assistant Vice President, Client Solutions GroupEmpower Sep 2018 - PresentGreater Denver AreaSeries 26 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPCSeries 6 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPCSeries 63 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPC
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Assistant Vice PresidentEmpower Retirement Jun 2016 - PresentGreater Denver AreaSeries 26 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPCSeries 6 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPCSeries 63 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPC
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Director, Plan ServicesEmpower Retirement Oct 2009 - PresentGreater Denver AreaSeries 26 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPCSeries 6 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPCSeries 63 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPCLead a team of 135+ Managers, Account Managers, and Operational Support Teams who provide service to Advisers, Third Party Administrators, and Plan Sponsors. Responsible for the retention of 17,000 401(k), 403(b), Profit Sharing, and Puerto Rico retirement plan customers. Key Accomplishments- Developed and deployed new service model resulting in improved year over year client retention- Selected to participate in corporate Key Leadership Program
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Manager, Plan ServicesGreat-West Financial Aug 2006 - Sep 2009Greater Denver AreaSeries 26 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPCSeries 6 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPCSeries 63 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPCLead a team of 85+ Managers, Account Managers, and Operational Support teams providing service to Plan Sponsors. Responsible for the retention of 9,000 401(k) plan customers. -
Associate Manager, Internal Relationship ManagementGreat-West Financial Jan 2004 - Jul 2006Greater Denver AreaSeries 26 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPCSeries 6 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPCSeries 63 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPCManaged 29 Account Managers responsible for servicing over 6,000 retirement plans located throughout the United States with over $8 billion in assets.
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Associate Manager, Institutional Relationship ManagementGreat-West Financial Jan 2001 - Dec 2003Greater Denver AreaSeries 26 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPCSeries 6 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPCManaged the relationship with a bank institutional customer to develop, sell and implement recordkeeping services. Responsible for successful management of four Relationship Managers responsible for maintaining relationships with over 600 plans and $4 billion in assets.
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Associate Manager, 401(K) National AccountsGreat-West Financial Mar 1998 - Dec 2000Greater Denver AreaSeries 26 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPCSeries 6 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPCSeries 63 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPCResponsible for the management of the company's largest Corporate 401(k) customers from point of sale through contract renewal. Managed daily activities of 15 employees, which administered 401(k) accounts to ensure service standards were achieved.
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Account ManagerGreat-West Financial Jan 1995 - Feb 1998Greater Denver AreaSeries 6 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPCSeries 63 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPCResponsible for daily administration of plan level transactions including underwriting, implementation, investment changes, and fee changes for 401(k) plan customers. Managed daily activities of four Account Administrators responsible for the day to day processing of participant level transactions.
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Account AdministratorGreat-West Financial Sep 1994 - Dec 1994Greater Denver AreaResponsible for the day to day processing of participant level transactions including applications, contributions, allocation changes, fund to fund transfers, loans, hardships, and distributions.
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Program AdministratorFirst Trust Corporation Jul 1992 - Aug 1994Greater Denver AreaResponsible for administering IRA, SEP, Money Purchase Pension and Profit Sharing relationships for institutional customers.
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Transfer AgentFirst Trust Corporation May 1991 - Aug 1992Greater Denver AreaResponsible for transferring participant directed retirement assets to external administrators.
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Personal BankerFirstbank May 1990 - Aug 1990Greater Denver AreaMarketed bank products and services to customers. Conducted daily reconciliation of cash drawer.
Dalton Adams Skills
Dalton Adams Education Details
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Finance And Financial Management Services -
Arvada West High SchoolHigh School
Frequently Asked Questions about Dalton Adams
What company does Dalton Adams work for?
Dalton Adams works for Empower
What is Dalton Adams's role at the current company?
Dalton Adams's current role is Vice President, Client Solutions Group.
What is Dalton Adams's email address?
Dalton Adams's email address is da****@****ent.com
What schools did Dalton Adams attend?
Dalton Adams attended Colorado State University, Arvada West High School.
What skills is Dalton Adams known for?
Dalton Adams has skills like Retirement, 401k, 403 B, Iras, Team Management, Change Management, Project Leadership, Process Improvement, Budget Setting, Series 26, Series 6, Financial Services.
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