Brent Clark Email & Phone Number

Lone Tree, Colorado, United States

Greater Denver Area

Partner with institutional clients to develop, enhance and collaboratively design retirement benefits. Work with "C" Suite and Executive level partners to identify, monitor and review investment alternatives. Partner with retirement plan committees in meeting their fiduciary requirements through investments, education, M&A, product adoption/deployment, fiduciary oversight, regulatory review and ensuring consistently high levels of service delivery on facets of retirement plan strategy and… Show more Partner with institutional clients to develop, enhance and collaboratively design retirement benefits. Work with "C" Suite and Executive level partners to identify, monitor and review investment alternatives. Partner with retirement plan committees in meeting their fiduciary requirements through investments, education, M&A, product adoption/deployment, fiduciary oversight, regulatory review and ensuring consistently high levels of service delivery on facets of retirement plan strategy and administration. Proactively work to ensure competitive pricing in an effort to reduce price risk allowing our organization to focus on delivering industry leading service. Balance customer loyalty with financial accountability. Show less

Denver, Colorado, United States

Started the Workplace Planning & Advice function with a team that consisted of a single manager and 15 employees whose mission was to engage and educate terminated employees in the advantages of retaining their 401k/403b assets within Fidelity. • Grew WPA team to 60 employees and 4 managers, and who achieved the highest customer satisfaction scores of all 6 sites with this function.• In 2016, rolled over $3 Billion into Fidelity IRAs in 2016.Additionally Led 4 Portfolio Advisory… Show more Started the Workplace Planning & Advice function with a team that consisted of a single manager and 15 employees whose mission was to engage and educate terminated employees in the advantages of retaining their 401k/403b assets within Fidelity. • Grew WPA team to 60 employees and 4 managers, and who achieved the highest customer satisfaction scores of all 6 sites with this function.• In 2016, rolled over $3 Billion into Fidelity IRAs in 2016.Additionally Led 4 Portfolio Advisory Service (PAS) teams with 4 managers and 60 associates with AUM of $12 Billion; responsible for actively managing client relations and retention. Inherited an underperforming team, created a culture of accountability that revitalized employee engagement, and incentivized participation resulting in zero employee attrition in an increasingly competitive environment.• Initiated a client-oriented and solutions driven paradigm resulting in significantly increased customer satisfaction ranking that reflects current goals and performance standards. Show less

Denver, Colorado, United States

Managed 4 branches with over $20 Billion in AUA. Full responsibility for operations, accountability, budget administration, market development, lead effectiveness, and sales. Functional lead for Workplace updates and relationship building.

Denver, Colorado, United States

Member of the 1st Regional Planning Consultant class providing a vital link between Fidelity Personal Investments product group, its distribution organization, and its customers. Prepared and delivered numerous financial seminars.

Dallas/Fort Worth Area