John Corrieri, Mba, Ctfa Email & Phone Number

Bellingham, Washington, United States

Report to President & CEO. Hired to build out Employer based product line – 401(k), Cash Balance Plans & Health Savings Accounts (HSA) for a multi-billion-dollar niche, ESG focused, Mutual Fund company.

Greater Omaha Area

Established a financial services firm focused on supporting and delivering transparency and affordability in Defined Contribution plans for small to midsize companies and their employees.• Established book of business in first 6 months, developing and leveraging partnerships with Regional Investment Advisory and Insurance Agency.• Possibilities unKnownTM - Developed and created an online, value added retirement financial education program to drive employee engagement and participation for defined contribution plans.

Greater Omaha Area

Executive Leader with P&L responsibility for Defined Contribution Retirement Services Division (401k & 457b), providing strategic direction for Sales, Marketing, Client Services, New Business, Operations, Investments, Product Development, Project Management and Compliance/Regulatory Oversight.• Creator and program sponsor of Imagine Retirement Right℠, Financial Psychology based program to address systematic employee avoidance of personal financial wellness. o 42.3% enrollment increase of previously unenrolled employees.o 39.4% increase in retirement contributions by eligible employees.• Architect of a division wide cultural paradigm shift from process/operational focus to a Customer Centric Culture.o Achieved 98% satisfaction rating from full-service Plan Sponsors and 72% recommendation rating by “promoter” clients, v. industry standard of 63% (Chatham Partners).• Focused Retirement Plan Product marketing around three pillars: Simplicity, Ease of Doing Business and Piece of Mind to leverage Mutual of Omaha brand while differentiating the 401(k) product.

Richmond, Virginia Area

Reported to President, Institutional Retirement Group, hand selected as key member of CEO initiated task team to develop ClearCourse®, first variable guaranteed lifetime income investment option designed for Defined Contribution (DC) plans. • ClearCourse® the industry leader in 2011, successfully sold/implemented on eight DC record-keeping platforms vs. next closest competitor was only sold on two platforms.

Iselin, Nj

Provided executive leadership with budgetary responsibility for $19.5MM division leading teams in development and execution of marketing strategy for Defined Contribution offerings (401k, 403b, 457, Taft-Hartley) • Achieved 2003 sales of $4.1 billion (175% over 2003 goal and 310% YoY growth), realizing a 70% personal win rate at major finals presentations, including the State of NC $2.3 B plan.• Pioneered Signature℠, an award-winning, first to market, data-driven, Content on Demand participant education program.

Led development and execution of consumer education programs designed to grow revenue in 401k programs.• Improved plan profitability, plan sponsor relationships, and drove client satisfaction above 95% by restructuring sales/marketing fulfillment process, implementing a focused training program.

Greater Boston Area

Promoted to establish new project management team accountable for strategic positioning and management of large cross-functional projects/initiatives within Fidelity’s retail division.

Greater Chicago Area

Supported Large Market (>$10 mil) 401(k) clients in the Midwest region.

Greater Boston Area

One of two managers chosen to spearhead a new department/initiative to service Fidelity’s high net worth retail clients (>$500,000 in assets).

Mba, Business Administration

B.S., Business Administration