Kristen Ventre, Aif® Email and Phone Number
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Kristen Ventre, Aif® personal email
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FINRA licensed Financial Services Executive with expertise in Relationship Management and Business Development. Extensive background in successfully managing complex retirement plan relationships. Ability to generate and retain key customers fostering long-term positive relations, while consistently exceeding corporate financial goals.
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Vice President, Senior Relationship AdvisorF.N.B. Corporation Jan 2023 - PresentPittsburgh, Pennsylvania, UsProvide exceptional client service to a book of retirement plan accounts in eastern Pennsylvania, Maryland and Washington D.C.• Proactively work with plan sponsors, recordkeeping partners and TPA partners to ensure the retirement plan offered allows employees to retire successfully.• Suggest plan design improvements to comply with current regulatory requirements and to offer best-in-class plan offerings to attract and retain employees.• Develop and deliver investment advisory and administrative plan reviews in person and virtually.• Develop and deliver effective enrollment and education seminars in person and virtually.• Participate in finals presentations to close business.• Educate FNB wealth advisor team on best practices to source and close retirement plan relationships
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Vice President, Senior Wealth AdvisorPeoplesbank, A Codorus Valley Company Jan 2022 - Dec 2022York, Pa, UsSourced and sold investment management, trust, and retirement plan services in Central Pennsylvania.• Managed and executed sales process from introduction to developing and managing long-term client relationships.• Cultivated strong cross-referral relationships with internal bank business partners and bank board members.• Subject matter expert for the Wealth Division: provided all training for commercial and retail bank divisions utilizing custom, self-generated materials. -
Senior Vice President, Retirement Plan ConsultantGirard, A Univest Wealth Division Dec 2020 - Jan 2022Souderton, Pa, UsMarketed and sold retirement plan services to corporations and non-profit organizations.• Managed and executed sales process from introduction to developing and managing long-term client relationships.• Responsible for creating marketing and compliance materials for the Retirement Plan Division. • Subject matter expert for retirement plans: plan document reviews, investment analysis, fee analysis, media inquiries, sales video production and execution. -
Senior Vice President, Regional Sales ExecutiveBb&T Sep 2008 - Dec 2020Charlotte, Nc, UsMarketed and sold retirement plan, trust and investment advisory services to corporations, public sector entities and non-profit organizations in Pennsylvania, New Jersey and Maryland.• Managed and executed entire sales process from introduction to developing and managing long-term client relationships.• Consistently ranked in top quartile of revenue producers by exceeding annual sales goals. -
Vice President/Relationship Manager, Retirement Plan ServicesPnc 2006 - 2008Pittsburgh, Pennsylvania, UsManaged 75 defined contribution and defined benefit account relationships. Consulted with clients to determine plan goals, objectives, features, asset selection and recordkeeping administration. Responsible for quality control and timely delivery of client services in the South Central PA Region.• Maintained 100% client retention during downturn in the economy with tighter and challenging loan requirements.• Prepared and conducted formal presentations to clients, prospective clients and employee groups.• Successfully cross-sold additional bank products, including: Personal Trust Services, Brokerage, Deposit and Treasury Solutions. -
Vice President Institutional SalesBank Of America 1998 - 2001Charlotte, Nc, UsSuccessfully sold Retirement Plan, Investment Management, Trustee and Custodial Services to institutional clients. Clients included: Corporations, Public Sector Entities and Non-Profit Organizations. Services included: 401(k) Plans, Profit Sharing Plans, and Institutional Cash Management and Investment Management Accounts.• Exceeded fee production goal in 1999 and 2000 by cultivating referral relationships.• Top Institutional Salesperson – PA.• Cross-sold additional bank products including: Deposit, Credit, Treasury Management and Insurance Services.
Kristen Ventre, Aif® Skills
Kristen Ventre, Aif® Education Details
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Drexel University'S Lebow College Of BusinessFinance & Marketing
Frequently Asked Questions about Kristen Ventre, Aif®
What company does Kristen Ventre, Aif® work for?
Kristen Ventre, Aif® works for F.n.b. Corporation
What is Kristen Ventre, Aif®'s role at the current company?
Kristen Ventre, Aif®'s current role is Vice President, Senior Relationship Advisor.
What is Kristen Ventre, Aif®'s email address?
Kristen Ventre, Aif®'s email address is kr****@****ast.net
What is Kristen Ventre, Aif®'s direct phone number?
Kristen Ventre, Aif®'s direct phone number is +171779*****
What schools did Kristen Ventre, Aif® attend?
Kristen Ventre, Aif® attended Drexel University's Lebow College Of Business.
What are some of Kristen Ventre, Aif®'s interests?
Kristen Ventre, Aif® has interest in Education.
What skills is Kristen Ventre, Aif® known for?
Kristen Ventre, Aif® has skills like Wealth Management, Investments, Portfolio Management, Banking, Investment Advisory, Management, Finance, Retirement.
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