Barbara Healy Email & Phone Number

Scottsdale, Az, Us

Scottsdale, Arizona, United States

Scottsdale, Az

Retirement Plan design and Investment consulting for governmental 403(b)/457(b) plansClients include;Los Angeles Unified School DistrictAnchorage School DistrictNorth Carolina Department of TreasuryFlorida Independent Benefits CommissionCity of Tempe, AZCity of West HollywoodSuperior Court, County of Riverside, CA

Scottsdale, Az

Assist Credit Unions with Retirement Plan design, investments, and improve retirement outcomes for employees

Member of my personal family consisting of husband, Joel; three children - Lisa, Dana, and Ryan; 3 grandchildren - Luke,Allie, and Palmer; sister to Carole and aunt to Chris and Scott

Relationship Management - NEA (National Education Association) Member Benefits;  Direct responsibility on a national basis for developing and implementing marketing strategy, business plan and implementation of Nationwide Financial’s institutional annuity/mutual fund, recordkeeping business within the Public Sector; Education, Healthcare, and Non-profit retirement plan marketplace. Direct profit and loss budget responsibility; actuarial and legal negotiation regarding pension plan design proposals for institutional cases; responsibility for distribution and implementation decisions for institutional public sector, education, healthcare and nonprofit pension market. Responsibility for: RFP Response Team members (including Director.) Post Retirement Health Plan Initiative Team (including Director.) Consultant Relationship Unit (including Director.) DB/DC State Lobbyist Unit (including Director.) Retention Unit (including Director.) Exceeded new business plan of over $1 billion new assets under management and $3.5 million in new revenue

 Responsibility for: RFP Response Team members (including Director.) Post Retirement Health Plan Initiative Team (including Director.) Consultant Relationship Unit (including Director.) DB/DC State Lobbyist Unit (including Director.) Retention Unit (including Director.) Exceeded new business plan of over $1 billion new assets under management and $3.5 million in new revenue

 Direct nationwide responsibility for marketing strategy, business plan and implementation of MetLife’s institutional annuity/mutual fund business within the Education, Healthcare, and Non-profit pension market. Managed a unit including eighteen Marketing Directors (Institutional sales people) and twenty-three Account Executives (Institutional case managers. Direct profit and loss budget responsibility; actuarial and legal negotiation regarding pension plan design proposals for institutional cases; responsibility for distribution and implementation decisions for institutional education, healthcare and nonprofit market Increased Premium Sales from $10 million to $4 billion during this timeframe MetLife Resources Planning Board member Sales and Marketing Transition Team Leader

Responsible for K-12 and Higher Education institutional market. Included product design, education and communication strategies, and increased participation among participants tools. Developed strategic partnerships with all Education stakeholders.

 Responsibility for marketing and sales plan for IRC 403(b) annuity business within all non-for-profit markets in Northern California, Nevada, Hawaii, and Alaska Managed four Regional Marketing Directors  12 Sales Managers 67 Sales People Direct responsibility for operations budget and sales production business plan Regional Vice President of the Year -- 1987 Member of a five member team responsible to the sale of United Resources to Metropolitan Life in 19901984 – 1986Vice President Established the broker/dealer operation – United Resources Financial in 1985  Created and implemented a Financial Planning process and strategy for the Corporation and field training for representatives. Created an “endorsement model” still used at MetLife Resources for acquiring education association endorsements.

Mba, Finance

Finance/Economics Concentration

Ba, Sociology Minor In Business Education

Resident Assistant at Dormitory; Sociology/Business concentration