Dana Maksimovich Email & Phone Number

Dallas, Tx

Develop and manage marketing materials and business correspondence.Oversee all aspects of social media and online prospect research and reporting.Process updates for mutual fund profiles within broker dealer software.Assist with entering client financial data to provide presentation materials for meetings.Create and maintain reports for client communication preferences.Send out financial market updates to all clients via web communication software.

Dallas, Tx

Maintain overall responsibility for all aspects of service delivery to 15-20 corporate clients with 25-30 different plan designs.Establish and maintain healthy relationships with each client at the highest possible level. Participate in multiple face to face meetings with clients each year including annual reviews. Work with clients' Human Resources, Legal (internal and outside counsel), Finance, Accounting staffs, and participants, as well as third party administrators to implement and administer Non Qualified Benefit Plans for Fortune 1000 companies. Revenue Generation and Retention - Identify and pursue new and enhanced revenue within existing clients (add ons and new product). Retain/defend existing client revenue. Draft and review communication materials relating to plan setup and/or changes due to Corporate or legislative decisions. Extensive knowledge of non-qualified plans, investments, ERISA, IRS code pertaining to retirement plans, and compliance issues. Manage the enrollment and re-enrollment process as well as conduct onsite enrollment meetings that include retirement and investment education for senior-level employees.Actively participate in the marketing, design and implementation of new or takeover Non-Qualified Retirement Plans through RFPs, in person client meetings and proactive phone calls. Track current and projected future benefit liabilities, and analyze shortfalls on funding.Collaborate with several senior consultants to establish key relationships.

Dallas, Tx

Financial Analysis - Prepared numerical representations depicting employee benefit plans financed by a life insurance product as it applies to the client or prospective client's cash flow, profit and loss statement and balance sheet. Insurance Carrier and Product Knowledge - Analyzed insurance carrier product performance in relation to specific plan design such as Deferred Compensation Plans, Death Benefit Only, Supplemental Executive Retirement Plans, Group Term Carve-Out plan and Split Dollar. Marketing and Consultant Support - Independently coordinate with Consultant to develop prospective client illustration that represents most effective solution for client need. Accurately incorporated plan assumptions into the plan design.

Masters Of Business, Business

Masters Of Business, Business

Business, Marketing, Finance, Accounting, Management