Megan Todd Patch Email & Phone Number

• Manage communications with WealthVest’s largest carrier partner, MassMutual Strategic Distributors • Organize and coordinate new firm onboarding as well as existing firm communications with our Key Accounts, Marketing, Operations, and Sales teams• Actively manage our Salesforce database to ensure account structures and leads are input into the CRM & continually evolving in a way that best facilitates our Sales teams’ ease of understanding & adoption• Provide live Salesforce support & training to all Sales Team members• Develop and distribute firm and carrier level reporting for MassMutual Strategic Distributors• Form a deep understanding of the sales messaging and various firm initiatives to successfully build out dashboards and reports for wholesalers and National Sales Managers to track progress• Create wholesaler scorecard to analyze KPIs of our top performers, to benchmark for the rest of our wholesaling teams’ implementation to drive month over month activity & sales growth• Interpret data sets and create trend reports/analysis for the National Sales Managers to identify areas of opportunity for team member training • Provide tracking and reporting of event follow up and successes to Sales Management, Sales teams, and appropriate Key Account Manager • Ad hoc reporting requests for MassMutual and WealthVest management & wholesaling teams

• Recruit and develop new relationships with banks & broker dealers for distribution of annuities through WealthVest• Represent WealthVest to broker dealers and banks for operations support, marketing, sales, and post sales servicing• Secure service agreements on behalf of WealthVest and its manufacturer partners. Work with team to manage the process of finalizing the service agreements and support onboarding and product launches• Knowledge of all aspects of an FMO, including operations, sales & business development• Knowledge of the insurance industry’s regulations and requirements• Communicate and train internal and external sales team on broker dealer’s policies and processes regarding the sale of annuities• Work across all departments to create, maintain and update all information requisite for monthly reporting for the company and its carrier and distribution partners

Bozeman, Montana

WealthVest Marketing is a broker-dealer focused, national annuity wholesaling firm that is committed to delivering innovative annuity marketing tools, an unsurpassed support system, and intellectual capital to make the best financial professionals even better. WealthVest’s nationwide annuity wholesaling team gives you direct access to and support from industry leaders that truly know your business. Our wholesaling team consists of both internal and external annuity sales consultants, who can offer you on-the-spot support, help build client relationships, and assist you in furthering your annuity product knowledge. WealthVest also understands that support and service are critical to your business. You have questions, comments, and issues that need to be resolved quickly and efficiently. Our strong team provides you with the answers and solutions you need – the first time.

Louisville, Kentucky

Louisville, Kentucky Area

• Maintained communications and customer relations with our high net worth clientele via phone, email and in-person meetings• Ensured clients’ needs were met daily via placement of market orders, assistance with setting up their online accounts, explanations of market trends and recapping individual’s portfolio performance• Served as the liaison between the client and the portfolio managers/advisors• Identified and implemented processes to bring in new clientele• Worked with team members to discover and execute ways to improve daily operations within the group• Analyzed market trends to ensure proper sector diversification in customer’s portfolios• Organized seminars with product partners to educate our customers about various products and services that our group offered• Adopted and educated fellow team members on our new Client Relationship Management software

Lexington, Kentucky

- Pitched industry and company specific investment ideas to senior analysts & advisors- Collaborated with office staff to develop a unique investment strategy in an up-and-coming industry- Created and managed a mock portfolio

University Of Kentucky

- Acquired a working knowledge of and experience applying the principles of value-oriented equity investing as practiced by Benjamin Graham and Warren Buffet- Researched, screened and selected securities for a $300,000 real-money student-managed equity portfolio- Constructed a spreadsheet-based valuation model for securities in our portfolio

- Created retirement plans utilizing Sungard planning software- Computed revenues brought in by each Financial Planner and reported this to the Director of Wealth Services each month- Analyzed the Hilliard Lyons footprint and identified areas for possible expansion utilizing demographic research as well as collaboration with branch managers, financial consultants and other interns- Manages record-keeping of current and prospective Financial Planning clientele

- Delivered legal files to and from other law firms, courthouses, and offices throughout Kentucky

University Of Kentucky, Lexington, Ky

- Managed a $150,000 budget and all payables to the sorority- Utilized QuickBooks Online to manage accounts; reconciled bank statements with book statements- Collected dues from chapter members- Served as liaison between national headquarters and the Beta Chi chapter

Bachelor Of Business Administration (Bba), Finance, 3.9

Activities and Societies: Omicron Delta Kappa Honor Society, National Society of Collegiate Scholars, International Dean's List Society.

Bachelor Of Business Administration (Bba), Management, 3.9