Jonathan Baltes Email & Phone Number

New Orleans, Louisiana, United States

I am leveraging my financial and sales backgrounds to help RDP expand.

Greater Fort Wayne

Vice President of Operations. I led the team through the conversion from small, family-owned business to private equity ownership. In 2023, we achieved an increase in sales of 35%, an increase in EBITDA of 62%, and consolidated two manufacturing facilities. I was charged with new product development and vetting new potential acquisitions by the CEO of the holding company.

Fort Wayne, Indiana, United States

QPSteno was a fintech company designed to demonstrate reasonableness of fees, while also providing insight key metrics in time spent for the purpose of better resource allocation.*Built relationships with two of the top ERISA firms in the country*Built relationship with one of the top financial services advocacy groups in the world, including negotiations regarding distribution, go to market strategy, and potential revenue sharing.

Milwaukee, Wisconsin, United States

Field sales for a record keeper handling qualified plans. I grew the book of business to more than $1B before the territory was split.*Refined a system to generate referrals between business units (annuity, life insurance, mutual funds, and bank)*Awarded for largest increase in managed accounts*Consulted for several regional broker dealers on how to build a workplace solutions strategy

Columbus, Ohio Metropolitan Area

-Worked with field sales partner to sell advisor sold 401(k) plans-Worked with other business units (annuity, life insurance, banking, and mutual funds) to actively refer business internally*Exceeded quota in 2004 and 2005 (earned a spot at Sales Conference for top sales on the internal team)*Worked with an advisor to build a system that generated $10 in ancillary business for every $1 in 401(k) commissions* Built training for my department (internal and external) on how to read IRS Form 5500 (tax filing for ERISA plans)

Lima, Ohio, United States

As Chief Plan Administrator, I ran a third party administrator handling 401(k) plans as well as money purchase and ESOP plans. I oversaw the day to day processing, year end compliance work, plan level restatements, and handled sales.