Carlos Mccain Email & Phone Number

Tampa/St. Petersburg, Florida Area

A financial services professional with a specialty in corporate retirement plan sales and consulting. I provide 401(k) plan and employee wealth management/consulting for 3 companies totaling 870 participants and $7.5 million in current assetsAs the designated compliance subject matter expert (SME). I also provide retirement plan research, analysis and.

Tampa/St. Petersburg, Florida Area

Business Analyst and Consultant responsible for partnering with business owners and their advisors to reduce expenses across all business segments. Charged with the task of hiring, training and managing a team of Procurement Reduction Advisors and Cost Reduction Analysts focused on enhancing business efficiency levels for new clients.

Partner and Investor

Tampa/St. Petersburg, Florida Area

Charged with the challenge to grow the company name and presence in an undeveloped territory (Florida) via client sales presentations. Building new and existing retirement plan advisor / wholesaler relationships throughout Florida and Georgia.Conducted training seminars for business professionals and owners.

Recruited by fund’s founding partner to raise investment capital by leveraging my network of Financial Consultant, Registered Investment Advisor (RIA) and high Net-Worth Individual relationshipsPlayed key role in raising $110 million of $150M, five-year investment capital goal in first year through accredited investor clients and international financing.

Recruited as the subject matter expert (SME) to build the 401(k) business for a $450M wealth management team* Acquired seven new retirement plans in just six months, including new $8M deal, by prospecting for business and developing, cross-selling, and implementing 401(k) solutions for group’s existing clients.

Tampa/St. Petersburg, Florida Area

Directed regional efforts to develop new business and increase retirement plan sales throughout territory covering entire state of Florida and southern half of Georgia. Turned around company’s lowest ranked territory (23/23) to generate 120% increase in closed sales in first six months by revitalizing sales support team, building advisor relationships.

Directed regional efforts to develop new business and increase retirement plan sales throughout territory covering entire state of Florida and southern half of Georgia. Turned around company’s lowest ranked territory (23/23) to generate 120% increase in closed sales in first six months by revitalizing sales support team, building advisor relationships.

Sumit, New Jersey

Drove retirement plan sales by partnering with retail banking partners to facilitate value-add product training seminars and conduct 401(k) client sales presentations. (PROMOTED)

East Brunswick, New Jersey

Led a team of eight 401(k) Sales Coordinators managing the enrollment process for distribution partners’ 401(k) plan clients. Cultivated and responded to RFPs closing an average of $10M in new annual sales internally. (PROMOTED)

New Jersey

Designated 401(k) Specialist for the Kwasha Lipton Group of PWC. Subject Matter Expert (SME) for clients Key Bank, Bank of America and SunTrust.