Brian Conyers Email and Phone Number

I hit the ground running to quickly learn the data environment and data extraction/presentation tools to develop and drivestrategic analytical initiatives to facilitate informed business decisions through data-driven, actionable insights. Icollaborate with cross-functional teams to develop dashboards with an overarching view of business performance andpotential areas for improvement for senior leadership. Highlights:Business Intelligence & Analytics- Use Tableau to extract data and create and present dashboards, interactive visualizations, reports, and stories ofmeaningful analytical insights in a consumable way for end-users to drive business actions.

While in this role I focused on developing a multiyear strategy for growing Fidelity’s 401(k) /403(b) education programutilization and take-action rates. Highlights:Education Program Revitalization & Impact- Created a new suite of workshops and action steps focused on specific segments of participants based on their needs torevamp the company’s outdated education program and transform education offerings.- Improved education program utilization by 75%, guidance utilization by 15%, and take-action rates by 12% over 5-yearperiod.- Developed and launched attendance tracking iPad app to track outcomes tied to goals of each workshop topic, reflectingan increased percentage of tracked participants from 6-10% to 90+%.- Prepared and presented program analytics package quarterly to senior management, client-facing associates, andinternal business partners to reinforce education program’s significant impact across the company.

My key initiatives included driving online learning, managing onsite workshop curriculum, creating new communicationtools, supporting the sales team, building client relationships, developing/managing an annual budget, and reportingresults and metrics of communication campaigns. In addition to recruiting, developing, and managing a 15-member teamof Education Specialists, I served as a member of the company’s Senior Management Communications Committee.Highlights:Onsite & Online Learning / Education- Expanded onsite curriculum from 9 topics to 20 workshops and created global participant webcasts (adopted by 100+clients) and streaming e-seminars for the online learning center.- Created, developed, and staffed an onsite education team with 10 additional people who engaged the smaller brokers-sold market.Client Presentations, Account Wins & Implementations- Presented communication/education capabilities to 40+ prospects, paving way to win 30+% of ING’s key accounts (e.g.,Aetna, Pacific Life, Bon-Ton, Boyd Gaming, Estee Lauder, Kohler, Lubrizol, MasterCard, Shopko, Washington Gas).-Transitioned 50+ Fortune 500s and industry moguls (Aetna, Alliance Bernstein, Bank of New York Mellon, Estee Lauder,Kohler, MasterCard, Nestle, Pacific Life, Qwest, etc.) to ING with 82+% of meeting attendees taking actions. Selected torepresent and lead presentations at the midsized pension conference.One-On-One Sessions- Developed/launched a one-on-one advisory service that improved client satisfaction by 33% and achieved 20% clientadoption rate in its 1 st year of implementation.- Captured 90% success rate with the creation and launch of one-on-one Paycheck Analysis sessions.Expense Reduction & Capacity Improvement- Contributed to developing an online Plan Savings Calendar that reduced travel expenses by 12% and implementedregional coverage approach that increased capacity by 18%.Acquisitions - Navigated entire group through 2 acquisitions and spin-offs.

My tenure at the firm is distinguished by earning multiple promotions, achieving top-ranking sales performance, andbuilding strong relationships with clients. I began as a Shareholder Services Representative (1992 – 1993) and continuedas Broker Operations Representative (1993 – 1994); Product Specialist, Product Support Services (1994 – 1995); SalesRepresentative (1995 – 1996), and Retirement Investment Specialist (1996 – 1999). I gained experience and skills inproviding training/education, managing inbound/outbound sales, designing sales reporting, fostering strong relationshipswith clients, and developing and managing 500+ accounts. I served as the group expert on Taft-Harley Accounts.Highlights:Sales Performance- Developed/led sales team that generated $25M+ in annual sales. Designed sales reported for the group and reportedgroup sales to upper management.- Successfully retained 401(k) assets by effectively cross-selling Putnam IRAs to terminating defined contributionparticipants.- Ranked as #1 Sales Representative with $27M+ in annual sales in 1996. Analyzed/matched clients’ needs withappropriate products, including IRAs and other tax qualified plans.Internal/External Training & Education- Coordinated and delivered product training to new and existing employees and trained sales reps on how to identifysales opportunities.- Met with clients to conduct one-on-one sessions in retirement planning and investment education.- Led financial planning seminars to key client (Marsh & McLennan Co. and its subsidiaries).