Brian Foran Email & Phone Number

New York, Ny, Us

New York , Ny, Us

New York , Ny, Us

New York , Ny, Us

New York , Ny, Us

-Oversee the coordination, development, and production of shareholder regulatory materials. These items include prospectuses, annual and semiannual reports, and enhancements resulting from fund partner actions. -Craft and produce customer communications for product launches and changes, and regulatory events. -Develop investment related marketing materials for the variable annuity product line. -Develop ad-hoc marketing items such as wholesaler promotions, training materials, and external customer communications. -Manage all compliance communication procedures for the variable annuity products. -Vendor relationship management, which includes contract and budget reviews, as well as print cost reimbursements from our fund partners.-The creation, update, and printing of regulatory materials for the Guardian Variable Products Trust.

New York , Ny, Us

-Supported Guardian's 401(k) products group and was responsible for all aspects of 401(k) product funds management. -Managed communications with customers and plan sponsors pertaining to product and fund level changes.-Managed operational aspects such as fund changes and additions, as well as relationships with the various fund families found within Guardian’s 401(k) platforms.-Participated in research projects within the Fund Management group, which oversaw mutual funds' due diligence across Guardian's Retirement Solutions businesses.

New York , Ny, Us

-Managed the creation and production of regulatory shareholder communications including prospectuses, annual/semi annual reports, and other consumer-facing regulatory documents.-Manged the regulatory customer communications process to ensure all documentation was received within legally mandated time frames.-Negotiation and development of vendor contracts with printing partners. -Reduced costs for company by over $2 million through the development of reimbursement strategies and use of shortened regulatory documents.-Managed the internal and external proxy process across several product lines.

New York , Ny, Us

Equity Shareholder Communications and Mutual Fund Marketing for RS Investments at The Guardian Life Insurance Company of America in New York, NY.

New York , Ny, Us

- Worked as a regional wholesaler for financial products, including mutual funds, annuities, and retirement plans.- Developed and maintained 1-on-1 relationships with financial advisors within the independent broker-dealer network as well as the major wirehouse networks.- Worked with Guardian's Marketing division to create and update marketing campaigns and collateral.- Client contract negotiations and issue resolution.- Multi-million dollar territory management and expansion over the major North East area including PA, Upstate NY, and the great Mid-Atlantic area.- Trained new recruits to the internal sales desk in such areas as sales skills, information technology, and time management.

Boston , Ma, Us

-Managed the customer experience for all account servicing needs and inquiries. -Product and solution recommendations to develop further customer satisfaction, retention, and increased investment with Pioneer.-Responded to heightened customer issues and provided appropriate solutions or recommendations.-Trained new hires and participated in the development of training materials.