Well and Good LLC advises boards and officers of educational and other non-profit organizations, how to efficiently, effectively and economically satisfy their retirement plan investment fiduciary responsibilities.

Fully Independent, Registered Investment Adviser specializing in 401(k) plans. Filled a client relationship manager role while also leading a new effort to penetrate the non-profit 403(b) and governmental 457 markets. Developed and executed a targeted marketing campaign, uncovered RFPs, prepared company response, and presented to clients' decision making committees.

TEACHERS INSURANCE AND ANNUITY ASSOCIATION/COLLEGE RETIREMENT EQUITIES FUND (TIAA-CREF)$400 billion nationwide financial services firm specializing in providing defined contribution plans to higher education institutions and other non-profit organizationsNASD Registered Principal, managed a team of 16 Individual and 8 Institutional Client Representatives covering over 300 Mid-Size Institutions in the 17 westernmost states in the US. Communicated corporate vision, and worked diligently to translate that vision into specific organizational goals. Accountable for driving premium growth, improving customer satisfaction, and overall segment profitability. Partnered with leader of the Large Market in the West to restructure entire field staff. Managed and ensured company resources (budget, people, and technology) were committed and utilized effectively to meet current and future business needs. Opened and staffed three new NASD registered offices and placed individual consultants, as telecommuting employees, in two new locations to better serve the needs of existing and future clients. Achieved corporate goal of becoming "closer to the customer".Worked collaboratively with internal State Government Relations department to achieve the passage of new legislation making the TIAA Real Estate Account available to California residents.Coordinated and participated in client investment reviews with Investment Managers.Co-Chaired the corporate wide asset retention committeePresented client needs and desires to senior management and internal business partners. Assisted with the acquisition of new business

50% of time assigned to largest Client Relationships and new Business Development/Sales; 50% of time to managing a cross functional team of 18 institutional and individual consultants and support staff for a territory comprising the 10 southern-most counties in California. Coordinated and conducted Investment Reviews with largest clients and provided leadership to team to sell and maintain defined contribution retirement and tax-deferred annuity plans at over 400 educational and research institutions. Monitored, coached and assessed staff performance and provided opportunities for employee development.Doubled the size of the local office in terms of number of employees and office space.Added the Los Angeles Unified School District to our list of participating institutions resulting in $20 million in assets accumulated since inception.Won the exclusive provider bid for the Deferred Compensation Plans at the two largest California community college districts, Los Angeles and San Francisco, resulting in over $20 million in assets accumulated since inception.Played a key role on a corporate-wide California initiative designed to gain further penetration at the two largest public higher education systems in the state. Primary contact responsible for re-establishing relationships with the leadership of the California State University system.

50% of time assigned to largest institutional clients in area and Business Development/Sales; 50% to managing a cross functional team of 10 institutional and individual consultants and support staff. Responsible for developing and maintaining strong client relationships with key decision makers at colleges and universities, independent schools, research institutions and educational associations in Maryland and the District of Columbia.Selected by upper management to be part of a four-person team responsible for launching the District of Columbia regional office. Single point of contact between client and company. Accountable for largest institutional accounts including the University of Virginia, the University of Maryland System; Sold new Defined Contribution Retirement Plan to the Carnegie Institution of Washington resulting in an asset transfer of over $35 million.