William Harmon Email & Phone Number

With debt being a key inhibitor toward saving for retirement, Thrive helps employers meet their employees where they are. If they are not able to participate in the company sponsored retirement plan, or maximize the employer match, it could be because they need help with their student loan debt or establish an emergency savings account. Thrive can then help administer the budgeted employer match to go to these accounts based on the employee's needs. Thrive can also work with employees to review their current loans and determine if there is an opportunity to restructure the loan or be eligible for some level of forgiveness. There is over $1.7 trillion in student loan debt from 44 million Americans, so the need to address this is great, and Thrive can help.

Englewood, Colorado, Us

I rejoined this board where I had previously served for over ten years, five as Board President. I provide leadership through a refined business perspective and impassioned caregiver lens to support the formalization of operations for this intensive therapy camp for children with special needs and their families.

New York, Ny, Us

I managed a team of 700+ client-facing individuals responsible for more than $3B in revenue across 50,000+ employer customers in Employee Benefits and Retirement Services. Highlights include: -Integrating client-facing teams to drive strategic collaboration between Employee Benefits and Retirement Services, and deliver customer-centric solutions. -Developing a go-to-market strategy--including messaging, marketing, and overall roadmap--that provided holistic health and wealth solutions.

New York, Ny, Us

I oversaw distribution, client engagement, and P&L for the Corporate 401(k) Market to include our Non-Qualified Deferred Compensation business. Highlights included: -Achieving double digit sales growth in Emerging Markets -Improving client retention to record levels -Increasing recurring deposits from customers -Improving Net Cash Flow

Canton, Ct, Us

I provided a business lens, enhanced corporate fundraising and volunteer network, and consulted on greater diversity of board talent and expertise for this organization focused on providing safe/integrated independent living, job counseling, and healthy lifestyles for individuals with special needs.

Greenwood Village, Co, Us

I navigated evolving responsibilities related to the overall success and growth of the Core Market, including management of the P&L, sales, and customer retention. Highlights included: -Leading significant Core Market growth -Establishing a high retention rate of key personnel and management -Leading the team recognized by distributors as having the industry's best overall service, best advisor support, and best value for the price

Greenwood Village, Co, Us

I was responsible for the growth of the 401(k) division of Great-West, primarily through increased sales with improved retention through a industry leading customer experience. Highlights included: -Launching dedicated 401(k) sales and service teams from scratch and growing the team dramatically through organic hiring and acquisitions. -Completing and integrating seven key acquisitions.

Greenwood Village, Co, Us

I led one of the largest field employee benefits and retirement services offices for Great-West, which grew into three separate offices following two acquisitions. I was also an instrumental leader in post-acquisition integration and achieved the Top Profit Margin Award in 2001.

Winnipeg, Mb, Ca

While in the field for Great-West (now Empower), I was responsible for selling employee benefits and retirement plans to small and mid-sized companies in the Bay Area, leading to qualification for President's Club every eligible year. I also assisted with the opening of the San Jose Office and was instrumental to growing the office to one of the top producing in the country.