Jeff Passmore Email & Phone Number

Dallas, Tx, Us

Philadelphia, Pennsylvania, United States

Dallas, Texas

Working with institutional clients to implement liability driven investment solutions. Barrow Hanley is an equity and fixed income asset management firm based in Dallas Texas.

Boston, Ma

Working with investment consultants and pension plans to implement liability driven investment solutions. Standish Mellon is a bond asset manager with almost 100 billion in assets under management.

- Part of the investment advisory and management business selling and delivering the full spectrum of Buck Global Investments services - Serving clients across the US- ALM and Pension risk management national resource - Leading US Sales for Buck Global Investment Advisors

Served as ALM expert to Mercer’s Southwest US retirement clients and prospects and retirement strategist to some of the largest clients in Mercer’s Southwest retirement business and served as the plan redesign consultant for many of the retirement benefit redesign projects in Mercer’s Southwest region.• Collaborated with Mercer Investment and Retirement business leaders to build financial strategies group into a $10M+ business with 60% margin in four years• Developed and tested market-leading approaches to asset liability modeling and financial risk management in collaboration with others in the financial strategies group• Transformed Mercer’s retirement business leadership team in the Southwest US by recruiting Dallas and Houston practice leaders and serving as Texas Retirement business leader during transition• Developed new approaches to forecasting revenue, measuring client satisfaction, reducing client turnover, expanding revenue with existing clients and developing relationships with prospective clients as regional sales leader. These approaches were subsequently adopted nationally and are still in use.

Led retirement client service teams for large corporate clients, Developed zone wide sales plans appropriate for retirement business, Led and coordinated new business activity including proposal preparation, marketing and sales presentations, Prospected and generated sales leads that generated new clients and expanded existing client relationships into new lines of business

Managed retirement business that included pension and post retirement medical actuaries, a benefits attorney, defined contribution plan experts and a Center of Excellence of retirement benefit administration (one of six COEs nationally).• Won significant new business relationships including large retirement consulting client that became one of the top five revenue clients for Watson Wyatt in collaboration with retirement sales team – annual retirement billings in excess of $5M• Developed process for retirement benefit administration in collaboration with retirement and technology service practice leadership• Performed asset liability studies for pension plans in with assets totaling $7.7B

Responsibile for operations of Dallas and Houston Retirement practices of Watson Wyatt- Reported to Texas Retirement Business Leader- Managed recruiting and professional development of 100 actuaries, analysts and benefit administrators and workflow for more than 50 clients with retirement revenues of more than $40M- Integrated operations of Dallas and Houston retirement practices

Education record

Bs Of Mathematics, Mathematics