Vice President
CurrentResponsible for sales and client management of all services offered in the Retirement and Investment Advisory Practices. Promote all aspects of defined benefit, defined contribution, and executive benefit plan services, including actuarial, investment advisory, administration and outsourcing, communications, and legal services. Develop opportunities in the corporate marketplace, lead consulting teams by area of client interest for revenue growth, and manage consulting engagements. Work with… Show more Responsible for sales and client management of all services offered in the Retirement and Investment Advisory Practices. Promote all aspects of defined benefit, defined contribution, and executive benefit plan services, including actuarial, investment advisory, administration and outsourcing, communications, and legal services. Develop opportunities in the corporate marketplace, lead consulting teams by area of client interest for revenue growth, and manage consulting engagements. Work with clients to design, implement, fund, and administer their corporate retirement benefit plans efficiently. Hold Series 6, Series 63, Life , Accident & Health, and Series 65 licenses. Show less