Eric O'Donnell, Cima® Email & Phone Number

Wausau, Wi, Us

Stevens Point, Wi, Us

At Sentry I am responsible for the marketing, internal sales support, and employee education teams that support our growing retirement business in addition to developing and launching new strategic product initiatives to help grow and service our retirement clients.

Springfield, Massachusetts, Us

I served as a product champion for Manage My Retirement, a digital advice solution for MassMutual Workplace clients and participants. In my role, I was responsible for understanding market and competitor trends, developing key financial metrics, implementation of a strategy for plan and participant adoption, and delivering training and driving awareness throughout the organization.

Jersey City, New Jersey, Us

At Pershing I led the development of key product initiatives for Pershing's Retirement Plan Network. I created our strategic vision for the product roadmap and communicated that vision throughout the business. While at Pershing, I created the Retirement Plan Oversight Tool, enabling firms to establish, communicate, and monitor requirements that advisors must adhere to when selling, prospecting, and servicing retirement plan business.

Roseland, New Jersey, Us

I served as the Small Market Product Leader and Head of the Investment Product and Services team, which created and supported investment products for ADP’s defined contribution business. I managed a team of investment professionals with oversight of the managed account, fiduciary services, investment due diligence, manager research, investment product, relationship management and investment operations functions.

Roseland, New Jersey, Us

I began my career at ADP as the Small Market Product Leader responsble for mulitple strategic product development initiatives for ADP Retirement Services. I served in a key contributor role with strategy, using SIMPLE IRA to increase retirement product penetration of the ADP payroll base. I also played a key role in developing the business case that led to the launch of ADP’s flagship advisor-sold product, ADP Access.

Newark, New Jersey, Us

I was responsible for the fund search and performance measurement processes at Prudential Retirement. I also delivered investment reviews and fund search presentations to clients. My accomplishments include the development of the Prudential Investment Monitor, an automated performance measurement tool for use with clients and advisors. In addition, I spearheaded the effort to provide custom performance of Prudential's Goalmaker asset allocation models.

New York, Ny, Us

I assisted in the development of Morgan Stanley's 401(k) open architecture investment platform and provided investment related support and training to financial advisors, internal sales force, and plan sponsors.