Brandon Kaboski Email & Phone Number

Defined strategy and developed, executed and managed comprehensive product plan encompassing integrated sales and marketing initiatives designed to intelligently penetrate and grow retirement plan business. Developed and coordinated productive relationships with mutual fund and annuity providers. *Created and/or integrated value-added tools and marketing resources for advisors and their clients. Managed the firm's retirement plan participant investment advisory products and re-created the award winning web-based portal that supports it.*Created the first report to capture business statistics for the firm's held-away business and analyzed the results to make the business decisions that were/are used.*Developed strategy of management, sales and marketing to select business partners, which resulted in a 20% increase in average annual sales.*Implemented and executed ongoing due diligence standards and business practice standards that partners were required to adhere to and maintain.*In support of the firm's goal of increasing advisor penetration in the retirement plan marketplace, introduced and produced an on-going webcast/conference call series with industry experts to provide retirement plan experts and novices value-added training and resources that resulted in a 15% average annual increase in new advisor sales.*Enhanced the web-based interface to the firm's retirement plan participant investment advisory products resulting in 95% positive responses via user surveys and a 10% increase in new user usage within the first year of implementation.

Managed the firm’s Self-Direct Brokerage product including all marketing, sales and support. Created system requirements and managed system developments to achieve product improvements. Created training and procedure manuals to provide ongoing support to operations, call center representatives and advisors.*Led a cross-functional team that developed and implemented a participant-directed online account offering to compliment an advisor-serviced account offering that was already available. This was the only dual offering available in the industry at the time. *Made enhancements to the product and created highly effective marketing campaigns, which generated over $1.1B in total assets and a 35% increase in annual revenue.*Successfully completed a project plan that migrated the firm’s corporate clients to the new Self-Direct Brokerage system.

Developed and evaluated a wide range of marketing tools, including promotional materials, direct-mail pieces and website content. Tracked, projected and reported both advertising and circulation-based marketing programs. Maintained communication with management to ensure marketing activities aligned with business goals. Led and directed marketing associates to create marketing materials, ensuring congruence with objectives.*Led execution of a print-on-demand marketing system that reduced the firm's cost of enrollment materials by over 40%.*Organized statement cost reduction projects that reduced over $1M in annual operating expenses.*Won Best Presentation Award at annual marketing symposium and began presenting to corporate clients and their participants at enrollment meetings and other events.

Carried out a full-range of operating functions including website promotion and other marketing programs. Led special projects such as large-scale corporate conversions and services enhancements.Rewarded by management for taking a leadership role in two large merger migrations and enhancements to the internal operating system.

Call center support to retirement plan clients.

Demonstrated and sold office equipment to individual and corporate clients.

Analyzed client usage reports to identify trends and fraud.

Master, Business Administration

Bachelor Of Science, Business Management