Amy Hanophy Email & Phone Number

Denver, Colorado, United States

Denver, Colorado, United States

Continuing the role I had with CoBiz Retirement Advisory Services.

Greater Denver Area

Partnered with a wide variety of employer clients and helped them improve their retirement plan offering by acting as a fiduciary on the plan investments, benchmarked plan costs regularly and negotiated better pricing, also guided employees to better results Managed a large block of retirement plans with a variety of vendors Led group employee education meetings all over the country Problem solved on a daily on a variety of issues and loved it

Established Retirement & Investment Services division of the company. Increased retirement plan assets under management by $28 million, and 9 new plans in the first six months. Served as the primary point of contact for 18 companies working with a wide variety of plan vendors.

Managed over 700 high net worth client relationships in the states of Washington and WisconsinRetained 100% of my client base during extremely volatile market periodPrepared, delivered, and implemented over 200 financial plans and annual plan reviewsIncreased company revenue by cross-selling, uncovering additional clients' needs, and consolidating clients assetsFacilitated client conversations with Estate Planning Attorneys and Fee-based Money Managers

Managed retirement plan relationships with 130 different employers and approximately 35 different plan advisors. Prepared retirement plan reviews, made plan design recommendations based on employers' goals and objectives, and served as primary point of contact for employer and advisor. Delivered sales presentations and education meetings to plan participantsPerformed various educational meetings to increase participant knowledge and encourage participation in one-on-one meetingsDrove plan participation and deferral percentages by adding an average of 30 new participants monthly and increasing contributions of existing participantsIncreased company revenue by uncovering additional business needs: life insurance, disability, brokerage accounts, IRA's, and college savings plansImparted best practices of this job to other professionals across the countryAccount Executive (2003-2006)Managed a book of 130 qualified plan clients with over $300 million in combined assetsInitiated and facilitated meetings with client's key decision makers and plan advisor to discuss possible plan design and investment changesParticipated in sales presentations, which resulted in over $150 million in new plan salesTrained, coached and supported incoming account executives

Directed a team of stock brokers whose primary mission was to bring new assets to SchwabCoached and developed sales representatives into the top Retail Business team in the country, achieving over $700 million in new assets in 2002Hired and developed over a dozen individuals, most of whom distinguished themselves as top performers, including two of the top ten sales representatives in the nation, and seven who were promoted into leadership positionsProvided on-going coaching and training for all representatives, focusing on consultative sales skills and product-service knowledge

Managed Retail Branch and served as advisor to individual clients Created business development strategies which achieved $90-110 million per quarter in new assets Advised individual clients, providing education and investment strategies to meet financial goals Oversaw retail operations including daily review of trade reports, all audit functions, new account application approval, and customer service

Primary mission to build a book of clients through cold-calling and networkingDeveloped diversified portfolios comprised of stocks, bonds, and mutual funds for clients

Ma, Education Administration

Activities and Societies: Track and Cross Country Coach

Completed Certified Financial Planning Courses

B.S, Physical Education

Education record

Track and Cross-Country Coach AWARDS Inducted into the Athletic Hall of Fame

Education record

Activities and Societies: Secretary of the Student Advisory Committee, participated in Track and Cross Country, Freshman Class President

Education record