Audrey Wheat, Crpc® Email & Phone Number

Raleigh, NC, US

Raleigh, NC, US

• Served as liaison and primary point-of-contact for advisory team and our clients. Responsible for all internal coordination and facilitation of projects, quarterly reports and off-cycle deliverables for book of 120+.
• Worked across internal departments and external record-keepers to prepare and deliver 70+ quarterly investment reports and deliverables to our clients
• Attended quarterly client plan review meetings to communicate investment, industry, process and company-led changes to plan sponsor committees and C-Suite executives
• Managed project to streamline Client Service and Participant Advisory Service communication processes; lead redesign of workflow process through Microsoft Dynamics and Application Development Team

Baltimore, Maryland, US

• Provided critical deal-specific sales support to sales executives in the field and business support for the Sales Management Team. Participated in end-to-end sales process, including lead generation, pricing, RFP.
• Selected to present on behalf of T. Rowe Price at Excel 401(k): The Advisors Conference in Las Vegas in October 2015
• Designated to participate in finals meetings as a representative for Participant Experience at T. Rowe Price
• Understands retirement products; uses consultative interaction with prospects, intermediaries and sales executives to propose most suitable solution based on client needs and best practices
• Utilized extensive internal network of relationship managers, communications consultants, plan coordinator team, compliance team and conversions to construct teams for finals meetings and RFPs

Baltimore, Maryland, US

• Partnered with plan sponsors to create educational campaigns. Researched and understood plan needs and proposed specific solutions tailored to client. Oversaw creation and delivery of campaigns.
• Successfully created EMC role with goal of improving client experience and business efficiency
• Proposed and influenced decisions around strategy for meeting campaigns based on experience and insight into successful education campaigns
• Developed and implemented new scheduling process that resulted in 20% reduction of team travel costs and increased representative capacity by 22% in 2013
• Understood business environment and plan design of clients in order to increase campaign effectiveness

Baltimore, Maryland, US

• Educated and inspired retirement plan participants through live and digital webinar meetings. Attended benefit fairs to represent employer sponsored retirement plans with the goal of increasing plan participation and.
• For 4 years, served as manager for nationwide Retirement Education Meeting Team Backup program; selected, trained and evaluated backup representatives that covered client meetings during high volumes
• Partnered with retirement plan sponsors and advisors to create and facilitate effective education campaigns
• Wrote, produced and served as talent within two videos as digital content for Online Learning Center
• Attained 100% Very Satisfied client survey results in 2012, final year in the role
• Achieved top 20% of team in motivating clients to take action to enroll in retirement plan, increase contributions or change investment allocations within meetings

Baltimore, Maryland, US

Los Angeles, US

Served as a Production Intern for "The Soup"

Colorado Springs, Colorado, US

Studio Camera and Audio Production Assistant

Bentonville, Arkansas, US