Michael Knapp Email & Phone Number

Denver, Co, Us

Denver, Colorado, United States

- Lead retention efforts for client and advisor relationships, ensuring proactive issue resolution in collaboration with cross-functional teams.- Primary point of contact for internal and external stakeholders, including advisors, executive committee members, and decision makers.- Facilitate investment reviews and collaborate with advisors to ensure alignment with client objectives and compliance with industry trends.- Educate clients on retirement plan qualifications, offering strategic advice and personalized solutions.

Denver, Colorado, United States

- Relationship and Account Manager for accounts under $50M.- Build and maintain positive working relationships with key plan level decision makers including electedofficials, board members, union representatives, and C-suite administrators- Present annual plan reviews with key decision makers and pension boards of employer sponsoredretirement plans with a focus on plan trends, and participant education outcomes- Significant knowledge of retirement and investment products with an emphasis on deferredcompensation defined benefit and defined contribution, deferred compensation and defined benefitplans.

Washington D.C. Metro Area

• Extensive customer focused, relationship management experience working directly with key decision makers, end users, as well as internal stakeholders providing a consultative approach - proactively resolving issues, assessing needs and providing solutions in a timely manner.• Experience working with executives and key decision makers to develop guidance on changes to benefit policies, procedures and services.• Extensive knowledge and experience providing professional, financial and investment related services to clients in various industries including Government, K-12 & Healthcare.

Washington D.C. Metro Area

Washington D.C. Metro Area

Washington D.C. Metro Area

Washington D.C. Metro Area

Washington D.C. Metro Area