Matt Stoltzfus, Cspo Email & Phone Number

Aurora, Co, Us

Greenwood Village, Co, Us

• Deliver new business sales presentations and lead new product launches while successfully managing large partner strategic relationships.• Mentor and guide a high-performing team of individuals to resolve complex and escalated issues about all aspects of product and plan operation, including administration, investment products, trustee/custody relationships, policies, and procedures.• Facilitate open lines of communication with internal and external partners to resolve various escalated problems.• Coordinate system fix enhancements and support unique products and services, including systems upgrades.• Identify opportunities to improve plan recordkeeping and operations, coordinate resolution with the Account Manager and Partners, and provide periodic updates and reports about initiatives.• Create and support sites on Empower’s internal web pages containing resource information and education on the various products.• Develop, implement, and monitor policies, procedures, reporting, and service support for all Products and Partners.• Train and mentor less experienced staff to drive individual and group performance increases. Notable achievements while in the position included:- Created a SharePoint site used organization-wide for trading and is an ongoing resource for self-directed brokerage information.- Selected as the project team lead for the successful integration of the Mass Mutual retirement business into Empower in 2021-2022.- Spearheaded the successful Prudential integration into Empower from 2022 through 2024, overseeing a team of 10 in collaboration across all levels of the organization, from individual contributors to Vice Presidents.- Revamped processes and procedures to automate various tasks, increasing productivity by 36%.- Implemented 20+ product enhancements and process improvements since 2019.

Greenwood Village, Co, Us

• Responsible for the operational support of 56,000+ participant accounts, 2,200+ retirement plans, and $12B in assets.• Served as the Lead team member in research and development for our self-directed brokerage products and services.• Coordinated and administered service agreements with outside investment providers and vendors and processed daily and weekly trade files between Empower Institutional and external providers.• Continually prepared, analyzed, and distributed monthly department and ad-hoc reports as needed.Notable achievements while in the position included:- Served as the Relationship manager/subject matter expert for high-profile client plans with $500M - $1B in assets under management (AUM).- Recognized as the Subject Matter Expert (SME) for proprietary products, Empower Brokerage, and high-net-worth (over $1 billion) plans and process improvements and product enhancements.- 2x recipient of the “RISE Award: Cross-Collaboration and Root-Cause Problem Solving” given to 10 employees out of 300+ that were nominated.- Recognized as a key contributor to the conversion of 100 + multi-million/billion dollar plans from JP Morgan when Empower acquired the JP Morgan retirement business.- Improved reports that helped reduce research time and gain/loss exposure by 15%.- Promoted into a senior-level role based on performance in this role.

Greenwood Village, Co, Us

• Researched and successfully resolved all accounting issues with our internal and external partners and worked with the Trade Support group to resolve all outstanding trade settlement issues.Notable achievements while in the position included:- Successfully partnered with fund houses to coordinate $250,000 to $1M redemptions, market value adjustments, and other circumstances surrounding large liquidations and purchases.