Member of Senior Leadership Team, responsible for leading national team of Retirement Plan Advisors. - Created, implemented and trained team on client retention/growth best practices- Coached and mentored team on effective relationship management and consultative selling- Escalation for all key client concerns- Collaborated with Senior-level TPA and Recordkeeping business partners on client retention strategies- Leveraged internal relationships across multiple business units to deliver highest level of client satisfaction- Led client-facing communications for major platform change; result was 100% retention of key clients- Key member of new client acquisition team- Created educational marketing materials for sponsors and participants

Responsible for driving client retention and loyalty while increasing revenue. Strengthened existing client relationships, driving net new asset growth, client satisfaction and loyalty.- Responsible for a book of over 130 401k plans in multi-state territory- Conducted sponsor-level plan reviews, covering pricing, investment performance, industry and regulatory updates, plan feature reviews and recommendations- Facilitated employee enrollment and education meetings, with an emphasis on gathering rollover assets and increasing participation/deferrals- Employee resource for investment decisions

Leveraging my extensive Investment Services experience, I was responsible for the holistic relationship between Capital One and outsourced ShareBuilder IT supplier relationships; primarily within ShareBuilder 401k. Duties included, but were not limited to, working with the business to ensure goals are met by utilizing a network of suppliers, working with all parties on Sourcing, contractual negotiations, and ensuring supplier compliance within Capital One's Third Party Management Policy.

Spire Investment Partners is a premier Hybrid Independent Financial advisory firm. In addition to serving as the Branch Manager for our McLean, VA office, I was responsible for supporting the business growth of Wealth Advisors affiliated with Spire Investment Partners. I also worked to facilitate the affiliation process of existing financial services practices into Spire Investment Partners' family of elite practices. I managed the relationships with partners at Fidelity, Pershing and Schwab to ensure that Spire Investment Partners has all of the resources required to provide exceptional service as well as access to top-shelf products for clients.

Served as a catalyst for organic growth as a key member of the Virginia Market Area Management Team. The Virginia Market consisted of 7 branch offices containing 113 Financial Advisors generating $45 million in annual revenue with over $5.5 billion in managed assets. Responsibilities included driving coaching conversations and behavior change, which cascaded through the market resulting in Net New Money growth among Financial Advisors. Conducted coaching sessions for Branch Managers, Sales Managers, Administrative Managers, and Financial Advisors on techniques to enhance book segmentation, financial planning, and ways to identify net new money opportunities. Held managers and advisors accountable to self-identified activities designed to create a definable, repeatable, and scaleable wealth management process.

Branch Manager Liaison, National Sales - Primary home office sales resource for Branch Managers for delivering planning based, wealth management solutions. Proactively solicit feedback from Branch Managers, Sales Managers and firm Senior Management on comprehensive planning-based campaigns and strategies. Package and deliver sales strategies, incorporating all aspects of wealth management, that support firm initiatives to branch associates via multiple communication techniques, including daily sales sheets, weekly manager sales kits, a dedicated website and weekly manager development conference calls. Team Leader, Lending Services - Worked with department manager to build product group that grew from less than $1.5MM in revenue at inception to over $8MM in revenue within four years – exceeded sales goals every year. Managed team of five marketing specialists who generated activities for Financial Advisors to identify and stimulate lending cross-sell opportunities.