Cory Marsh Email & Phone Number

Denver, CO, US

Greater Denver Area

Operational management of high-performing team to continually meet individual Key Performance Indicators and organizational targets while maintaining SEC, FINRA, IRS, & DOL compliance.

Greenwood Village, CO

Promoted through increasingly responsible Relationship Management positions based on strong financial, operational, analytical and leadership performance. Managed Advisory Services product for client relationships totaling over $1 billion in assets under management. Notable achievements: Successful, client-wide, product rollout of plan sponsor analytics.

Englewood, CO

Key leadership role servicing client relationships totalling over $2.8 billion in assets managed. Notable accomplishments:Coordinated all service deliverables and ensured delivery of operational Service Level Agreements.Enhanced prospective client sales proposals through RFP development and client site visits.Developed and supported senior management.

Greenwood Village, CO

Project management of financial service provider transition for corporate 401(k) plans. Facilitated multiple party communications for transfer of plan assets and records. Coordinated and managed plan setup onto proprietary record keeping system. Relationship building with clients, investment advisors and Third Party Administrators. Conducted weekly project.

Potters Bar, Hertfordshire, UK

Pivotal member of project team that created and coordinated strategic and operational proposals for administration services of Personal Accounts pension scheme (n.k.a. the National Employment Savings Trust); a Parliamentary mandated occupational pension plan.Developed business requirement and functional specification documentation, demonstrating Proof of.

Greenwood Village, CO

Proactively serviced a portfolio of high profile, defined contribution plan clients. Responsible for relationship management, project management, delivery of administration services and collecting service feedback while maintaining excellent satisfaction levels. Accounting for 30,000 members and $1 billion in assets.Single point of contact for plan.

Greenwood Village, CO

Proactively serviced a portfolio of Institutional, defined contribution plan clients.Coordinated, implemented and monitored Service Level Agreement provisions. Liaised with the internal administration teams to ensure timely delivery of agreed upon service levels. Responded accurately and timely to sensitive, complex queries, tasks and issues from employers.