Derek Winegard

Derek Winegard Email and Phone Number

Helping trusted advisors optimize operational efficiency for plan sponsors, participants and service providers @ Payroll Integrations
Derek Winegard's Location
Greater Cleveland, United States
Derek Winegard's Contact Details

Derek Winegard work email

Derek Winegard personal email

About Derek Winegard

Experienced financial services executive focused on helping organizations increase market share in the retirement and benefit plan marketplace. Strong background in sales management, distribution strategy, adviser training, national accounts and product development; including defined contribution programs, mutual funds, variable annuities and IRA plans. Proven record of success establishing profitable business models with a deep understanding of the retirement industry. Frequent industry speaker with exceptional business and communication skills.

Derek Winegard's Current Company Details
Payroll Integrations

Payroll Integrations

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Helping trusted advisors optimize operational efficiency for plan sponsors, participants and service providers
Derek Winegard Work Experience Details
  • Payroll Integrations
    Senior Vice President
    Payroll Integrations Oct 2021 - Present
    Cleveland, Ohio, United States
    Payroll Integrations, Inc helps defined contribution recordkeepers, payroll companies and TPAs stay ahead of the competition by providing their clients with a fast, affordable and automated 360 data integration solution.
  • Pronvest, Inc.
    Vice President Of Business Development
    Pronvest, Inc. Aug 2020 - Feb 2021
    United States
    Work with the leadership team to drive growth with existing institutional relationships as well as work with the field salespeople to identify and sell new business at the plan sponsor level. Also identify, develop and win new institutional relationships for Workplace Solutions programs.
  • Pnc Bank, National Association
    Vice President, Director
    Pnc Bank, National Association Jul 2013 - Apr 2020
    Cleveland/Akron, Ohio Area
    Responsible for coaching, advising and leading a team of sales professionals tasked with increasing PNCs market share of integrated workplace retirement and investment solutions to U.S based companies; including fiduciary advice, plan administration, participant education and financial wellness.Additional responsibilities include leading company wide initiative to enhance distribution with elite retirement focused advisers; representing PNC Retirement Solutions at various industry events; member of the leadership team tasked with brand development, product placement and other strategic initiatives.
  • Aul/Oneamerica
    Regional Sales Director
    Aul/Oneamerica May 2008 - Apr 2013
    Responsible for regional office P&L, 401(k), 403(b) and 457 sales growth, client retention and channel relationships. Consulted with financial advisors to develop new business opportunities for OneAmerica products while helping to strengthen their presence in the retirement marketplace. Focused on advisors in the northeast Ohio and western Pennsylvania region.
  • Dst
    Senior Sales Executive
    Dst 2004 - 2008
    Responsible for setting business strategy and identifying new institutional recordkeeping relationships: offering ASP or outsourced solutions to major banks, mutual funds, insurance companies and Third Party Administrators (TPAs). Established key relationships with decision makers and influencers, while developing our brand and identity in the retirement industry by representing the company in various industry trade groups.

Derek Winegard Skills

Retirement 401k Mutual Funds

Derek Winegard Education Details

Frequently Asked Questions about Derek Winegard

What company does Derek Winegard work for?

Derek Winegard works for Payroll Integrations

What is Derek Winegard's role at the current company?

Derek Winegard's current role is Helping trusted advisors optimize operational efficiency for plan sponsors, participants and service providers.

What is Derek Winegard's email address?

Derek Winegard's email address is de****@****pnc.com

What schools did Derek Winegard attend?

Derek Winegard attended Michigan State University.

What skills is Derek Winegard known for?

Derek Winegard has skills like Retirement, 401k, Mutual Funds.

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