Institutional investment operations are more elaborate, with diversified asset classes to account for and growing volumes of data. If you manage endowments, foundations, pension plans, or insurance portfolios, we can help you gain transparency, improve accounting and performance accuracy.

lead cross-channel business development initiatives across multiple regions to generaterevenue for corporate and commercial bank clients in Wealth Management and InvestmentSolutions. Built comprehensive wealth, estate, and transition plans with C-suite executives todrive substantial revenue and referral growth.Key Achievements:• Grew referral activity by 331% YoY through cross-business introductions.• Subject matter expert for the experts for all things wealth and… Show more lead cross-channel business development initiatives across multiple regions to generaterevenue for corporate and commercial bank clients in Wealth Management and InvestmentSolutions. Built comprehensive wealth, estate, and transition plans with C-suite executives todrive substantial revenue and referral growth.Key Achievements:• Grew referral activity by 331% YoY through cross-business introductions.• Subject matter expert for the experts for all things wealth and institutionalinvestment related for 54 Corporate and Commercial Bank Relationshipmanagers in the Midwest and east coast.• Led the implementation of Salesforce processes to streamline reporting andpipeline management, removing silos between previously separate businesslines.• Generated 375% YoY growth in revenue through targeted businessdevelopment and strategic cross-referral processes to maximize holistic wealthmanagement.• Facilitated ground-breaking partnership with McDonald’s through strategictarget development of Owner Operators (Franchisees) that were aging intoretirement with average estate value of>$30M.• Sponsored and facilitated speaking engagements at national McDonald’sconventions, seminars, and COI meetings to generate over 1,000 views and 17estate planning meetings.• Led relationship with key healthcare client, Athenahealth to introduce wealthand business banking to 15,000 medical practices nationally.• Created One Bank revenue sharing program for Athenahealth relationshipbusiness between business bank, commercial bank, across three tiers of wealth($100k-$3M, $3M-$75M, and >$100M) to drive efficiency while maximizingrevenue opportunity.• Partnered with data analytics team to create database and Power BI dashboardto gather, sort, and identify target wealth relationships, identify cross over data,and maximize efficiency in lead generation and client management. Show less

Managed business development and client relationship management for 10 states in the western region. Networked with COI and consultants to respond to RFP’s and deliver finals meeting presentations. Key Achievements: • Secured RIA serving public highly commoditized public municipality markets with fee compression to grow the relationship from 22 accounts and $1B in assets to 53 accounts and $2.1B in assets. • Sold global custody for RIAs, separately managed Accounts, Funds, 40 act… Show more Managed business development and client relationship management for 10 states in the western region. Networked with COI and consultants to respond to RFP’s and deliver finals meeting presentations. Key Achievements: • Secured RIA serving public highly commoditized public municipality markets with fee compression to grow the relationship from 22 accounts and $1B in assets to 53 accounts and $2.1B in assets. • Sold global custody for RIAs, separately managed Accounts, Funds, 40 act funds, Retirement plans, Trust, Foundations, Endowments, Private Investment Companies, Captive insurance, Private Equity, and Family Office relationships,• Innovated a Fully Paid Lending custody solution for institutional Broker Dealers. Working with outside council and created successful wins for Jefferies, StoneX, and FMTC. Show less

Josh Warren, Vice President at HORAN Retirement Advisors, works with companies of allsizes to maximize their retirement plan offering for both the company and employee. Joshconsults on plan design, investment management, employee engagement, vendor search,complex testing issues and plan document reviews for defined contribution, defined benefitand non-qualified plans. He strives to deliver on employer goals and consult on complexfiduciary, investment and regulatory matters.

Sales and business development activities selling retirement plan recordkeeping services with institutional clients across multiple territories. Ohio, Indiana, Kentucky, Pennsylvania, Tennessee, and Michigan, Key Achievements: • Converted over 275 plans to the Fidelity 401k platform through direct B2B sales and wholesaling through financial intermediaries. • Curated finals presentations to demonstrate expertise in retirement plan consulting and participant retirement readiness.… Show more Sales and business development activities selling retirement plan recordkeeping services with institutional clients across multiple territories. Ohio, Indiana, Kentucky, Pennsylvania, Tennessee, and Michigan, Key Achievements: • Converted over 275 plans to the Fidelity 401k platform through direct B2B sales and wholesaling through financial intermediaries. • Curated finals presentations to demonstrate expertise in retirement plan consulting and participant retirement readiness. Assembled finals presentation teams aligned to meeting goals and team strengths to maximize impact.• Grew Michigan territory from underperforming to achieve 110% of sales goal in less than 12 months. Show less

Work with the prospecting, consulting, and sales of Institutional retirement plans for the largest provider of retirement plans in the United States. I spent several months of the year commuting to Westlake Texas Monday through Friday and flying home on the weekends. Before spearheading the team in Boston. Achievements: Rookie of the Year.

As an investment consultant I was responsible for selling investment advisory services, discretionarily managed accounts, and making recommendations on account investment allocations. Responsibilities were new asset flows. and prior roles: stock, bond and mutual funds trading.

I was the top grossing sales consultant for Allen Edwin Homes for 2006 and 2007. Set sales records for Month, Year, and total value sold. Was responsible for the launch and sales of the most successful new home construction community in Michigan in 2007/2008. sold 175 homes in my 3 year career.

I worked for Engelhard (now BASF) for over 3 years. Forcasting sales and market trends, Budget Analysis, Accounts Recivable Process Improvement, precious metal hedging, and Account Managment assistance for the Ford, GM, Honda, Nissan, and Mazda accounts.

While In College, I ran the golf services of one of the Detroit areas top country clubs. Organizing outings, Tournements, and day to day operations.