I am focused on the development and care of trusted partnerships with advisor, recordkeeper, and CPA channels to offer an unparalleled level of expertise as a local, visible TPA partner that works outside of the box providing retirement plan design consultation for business owners seeking a best-fit solution.

Responsible for driving loyalty by delivering on Sponsor and advisory/broker-partner satisfaction through the support of the retirement plan relationship by providing accurate and timely information pertaining to daily administration, plan design, document interpretation, and compliance testing. Dedicated to fostering a trusted, personal, and valued relationship catering to the best interest of the Sponsor and retirement plan participants. Supported sales efforts as needed, and spent quality time on team projects and developing process improvement and streamlining techniques.

Founded in 1984, The Newport Group is a leading financial services firm—specializing in the creative design and administration of retirement and executive benefit plans, as well as investment and fiduciary consulting services. Through its innovative and customized solutions, Newport is uniquely positioned to satisfy the distinct financial needs of employers and employees, and has done so for hundreds of the country’s largest and best-known companies.Its retirement plan services division provides total employee and employer support focused on communication and education, open architecture, recordkeeping and administration, plan design, full fee transparency and high touch customer service.As the Client Service Manager of institutional retirement plans, my clients represent over $430 million in assets. With the objective to offer best-in-class service, my function as the central hub of communication for all aspects of the relationship is to spearhead the collaboration across interoffice departments and third parties, including Financial Advisors and custodial platforms, to provide high touch, white-glove, customized service including compliance guidance, website assistance, communication and education, human resources support and reporting, and audit support.Additionally my roles include:Supporting our sales efforts as a key representative in select sales finals.Providing training for new employees.Participating on process-redesign teams to establish best-practices.

First Citizens Bank & Trust Company is one of the largest family-controlled banks in the U.S., offering a complete line of financial services, with over 21 billion in assets. Its Institutional Advisory Services department focuses on a customized approach for qualified retirement plans, institutional asset management, philanthropic, and custody and escrow services. Spent my time as a Relationship Manager of over 90 institutional retirement plans, representing over $90 million in client assets, with capacities ranging from investment manager, directed trustee, discretionary trustee and broker, with the objective to offer best-in-class service and access to top investment management talent. Main Objectives: Managing the successful relationship among investment management companies and third-party administration firms, building open lines of communication and incomparable standards of operation to support smooth and efficient management of mutual clients. Participate in on-site education and enrollment meetings with employees and human resource associates, as well as on-site quarterly and annual reviews.

Provided Institutional Sales Support for entire team of business development officers across the organization’s footprint, assisting in 25 new qualified retirement plans in 2009, contributing to $1.1 million in revenue for the year. Built the position from the ground up.Managed active prospects and identified new prospects by proactively learning and maneuvering a variety of databases used to collect data pertinent to generating leads. Pipeline research initiatives for expanding leads and sales. Supported brand awareness campaigns and drip mailings; including identification of target clients. Managed and completed ad-hoc projects as requested by the department manager.