Kenan Godfrey Email & Phone Number

Georgia, United States

Johns Creek, Georgia, United States

Our mission is to eradicate financial illiteracy worldwide. It’s time to close the gap between those who know how money works and those who don’t—the suckers. It’s time to break the cycle of endless debt, foolish spending, and financial cluelessness, so anyone who wants to take control of their financial future has the knowledge to make it happen. The HowMoneyWorks strategy focuses on leveraging education to stop the cycle of illiteracy and reverse the damage. HowMoneyWorks, headquartered in the U.S., has a laser-focused commitment to create innovative books, classroom training, online resources, and a worldwide network of educators that are available to everyone on the planet.

Greater Atlanta Area

WealthWave is bringing an end to the global crisis of financial illiteracy by disrupting the largest industry in the world—the financial industry. Unlike the rest of the industry who overlook the majority of North Americans or take advantage of them, we fight for families by first teaching them how money really works and then by helping them create the financial security and independence they deserve. We see a world where everyone is financially literate and has access to the tools and support they need to use that knowledge to create a better life for themselves and their children.

Jacksonville, Florida Area

Provide retirement plan participants with comprehensive financial services including financial advice, retirement education and wealth management in 457, 401a, 403b, and 401k retirement plans. Ongoing retirement plan reviews, financial planning, mutual fund investing, annuities, education funding: Coverdale and 529 plans, Individual retirement accounts (IRAs) and insurance. Wealth management services include: personal financial analysis, asset allocation modeling, unbiased investment manager selection, personal portfolio management, consolidated reporting, fee-based compensation (no commission)

Direct comprehensive operations for Retirement Plans Group, leading team of four Retirement Education Specialists in driving sales and adoption of 30-plan portfolio comprising 457, 401(a), and 403(b) governmental and nonprofit retirement plans. Orchestrate field-based sales-engineering initiatives for all team resources across multistate territory, conducting extensive training and professional development needed to ensure delivery of top-flight customer engagement and achievement of $220M+ in annual assets under management [AUM] goal. Interface with plan sponsors to analyze and evaluate plan parameters and maintain alignment with corporate objectives. • Recognized for achieving 125% of sales goal with membership in MassMutual’s 125 Club.• Garnered Team Lead of the Year Award for two consecutive years of engagement.• Generated highest domestic sales in rollover volume for government-based retirement plans.• Engaged as Interim Relationship Manager for one year, in parallel to Team Lead role, successfully retaining all established plans by conducting extensive reviews and providing top-flight organizational continuity and relationship management.

Direct comprehensive operations for Retirement Plans Group, leading team of four Retirement Education Specialists in driving sales and adoption of 30-plan portfolio comprising 457, 401(a), and 403(b) governmental and nonprofit retirement plans. Orchestrate field-based sales-engineering initiatives for all team resources across multistate territory, conducting extensive training and professional development needed to ensure delivery of top-flight customer engagement and achievement of $220M+ in annual assets under management [AUM] goal. Interface with plan sponsors to analyze and evaluate plan parameters and maintain alignment with corporate objectives. • Recognized for achieving 125% of sales goal with membership in MassMutual’s 125 Club.• Garnered Team Lead of the Year Award for two consecutive years of engagement.• Generated highest domestic sales in rollover volume for government-based retirement plans.• Engaged as Interim Relationship Manager for one year, in parallel to Team Lead role, successfully retaining all established plans by conducting extensive reviews and providing top-flight organizational continuity and relationship management.

Led detailed and consultative presentations and personal meetings with roster of both prospective and established customers to promote product value and advise on key opportunities for optimizing retirement-plan investment structures. Analyzed competitive marketplace to drive generation of quality leads throughout multistate territory while expanding volume of customer participation and fund retention across established accounts.• Drove roster of new-account engagement 15% within one year.• Instrumental in securing $10M in 401(a) plan assets on existing account representing $100M in assets under management.• Consistently maintained 125 Club status for three consecutive years of engagement.• Positioned operations to receive Sales Office of the Year Award during third year.