Edward Marsh Email & Phone Number

In 2006, I was promoted to Vice President, Product Manager.

I returned to Merrill Lynch in 2003 as a Conversion Manager. Conversion Manager. In this role, I was was responsible for the conversion of Qualified and Nonqualified Plans from prior administrators to the Merrill Lynch recordkeeping system.Acting as a consultant to plan sponsors during the creation and implementation of the Merrill Lynch Prototype.

• I was brought on board Mid Atlantic Pension Design and Administration in 2002. I was responsible for the marketing and direct sale of Mid Atlantic Pension Design Administration services for small to mid-size.
• Conducted Enrollment and Education Meetings for Plan participants.
• Developed new business relationships within the Broker community.Accomplishments included
• Increased revenue streams through administration fees and asset based revenues.
• Created a conversion manual for new clients and Financial Advisors.
• Established new business relationship with third party investment platforms – Lincoln Financial, ING and AIM Funds.Company was sold in April 2003.

Princeton, NJ

Between May 1997 to October 1998, I held the role of Conversion Specialist for Merrill Lynch.I was responsible for the installation and set up of Qualified Pension plans to the Merrill Lynch record keeping system. Additionally, I acted as a consultant to plan sponsors, payroll providers and programmers regarding the submission of payroll information in the.

Greater Philadelphia Area

I started working at BISYS in 1995 as their Trust Reconciler. In this role I was responsible for daily reconciliation of 401(k) trust accounts. I also conducted audits of individual client accounts to identify outstanding balances, rollovers, and overdrafts to ensure funds are invested correctly in a timely manner. During this time, I acted as consultant.