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Derek Winegard is listed as Helping trusted advisors optimize operational efficiency for plan sponsors, participants and service providers at Payroll Integrations, based in Greater Cleveland, United States. AeroLeads shows a work email signal at pnc.com and a matched LinkedIn profile for Derek Winegard.
Derek Winegard previously worked as Senior Vice President at Payroll Integrations and Vice President Of Business Development at Pronvest, Inc.. Derek Winegard holds Bachelor Of Arts - Ba, Political Science from Michigan State University.
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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.
Listed skills include Retirement, 401K, and Mutual Funds.
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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.
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.
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.
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.
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.
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Derek Winegard works for Payroll Integrations.
Derek Winegard is listed as Helping trusted advisors optimize operational efficiency for plan sponsors, participants and service providers at Payroll Integrations.
AeroLeads has found 1 work email signal at @pnc.com for Derek Winegard at Payroll Integrations.
Derek Winegard is based in Greater Cleveland, United States while working with Payroll Integrations.
Derek Winegard has worked for Payroll Integrations, Pronvest, Inc., Pnc Bank, National Association, Aul/Oneamerica, and Dst.
You can use AeroLeads to view verified contact signals for Derek Winegard at Payroll Integrations, including work email, phone, and LinkedIn data when available.
Derek Winegard holds Bachelor Of Arts - Ba, Political Science from Michigan State University.
Derek Winegard is listed with skills including Retirement, 401K, and Mutual Funds.
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