Lynn Roy, Apa, C(K)P Email & Phone Number

Lead the evolution and growth of TPA business at T. Rowe Price by collaborating with all areas of Core Markets, including Sales, Relationship Management, Product Development, Marketing and Operations. Promote the value of TPAs to financial advisors and the importance of their contributions to successful plan outcomes. Business Use DisclosureI am excited for the opportunity to connect with you on LinkedIn. Please contact me at Lynn.Roy@troweprice.com. Please know that, due to industry regulations, I am unable to accept or give recommendations or endorsements. I reserve the right to remove any disrespectful, abusive, profane, or defamatory comments or any posts that could be interpreted as an endorsement or recommendation of T. Rowe Price or its products or services.Content and statements in my profile pages are intended for U.S. residents only. Links shared are not referrals or endorsements. Contact the content owner for permission to reproduce or redistribute. Contact me to remove links to your content.T. Rowe Price is not responsible for content posted by third parties.T. Rowe Price associates are not permitted to give legal or tax advice. Individuals should seek advice based on their particular circumstances from an independent tax advisor.T. Rowe Price reserves the right, to the extent permitted under applicable law and regulations, to retain and monitor all communications.T. Rowe Price Investment Services, Inc., distributor

Managed and motivated a team of sales professionals to exceed all goals by maximizing relationships with key centers of influence (TPAs, payroll firms, advisors, consultants). Represented the needs of Retirement Plan TPAs by setting direction for technology, service and marketing programs.

Simsbury, Ct

Responsible for developing and leading The Hartford's TPA program and generating 401(k) sales using Third Party Administrators. Developed solutions to help TPAs define the right processes for growing and evolving their businesses.

Simsbury, Ct

Developed the service model for The Hartford's 401(k), 403(b), and 457 business. Led a team of over 300 service professionals responsible for plan consulting, new business, sponsor and participant services, compliance administration and technology.

Hartford, Connecticut Area

Managed key initiatives for Aetna Retirement Services and its TPA program. Developed and implemented a third-party administration strategy and platform to access new customers and markets. Led the customer and producer service operation for retirement services and group life insurance.

Associate Of Science (As), Accounting And Related Services, 3.96

Activities and Societies: Bryant Swim Team

Bachelor Of Science (Bs), Finance, 4.0