• Provide strategic planning and consultative services to a dedicated book of business of over 1 billion in retirement plan assets.• Developing and maintaining book of business plans to achieve objectives for each client relationship. • Responsible for 94% overall satisfaction rating and retention rates exceeding 10 years. • Support clients in managing their fiduciary responsibilities by consulting on legislative and regulatory developments and reviewing the investment options offered in the plan.• Prepare and deliver investment and plan reviews with respect to optimal 401(k) plan design, product offerings and employee communication strategies.• Provide fee analysis and negotiation to increase profitability and retention rates. • Partnering with sales to increase assets under management through sales prospect meetings.

• Accountable for leading process improvement programs to completion including, defining requirements and success measures, implementation of new and updated processes, analyzing impacts and outcomes, stakeholder change management, and ongoing monitoring 529 channel. • Facilitated education planning for the T. Rowe Price National 529 Plan & the College Savings Plans of Maryland. • Provided guidance on multiple college investment solutions, including 529, Prepaid College Trusts and Education Savings Accounts

• Facilitated investment conferences with clients to provide product and service solutions.• Assisted clients with guidance on investment planning, asset allocation, education funding and retirement planning.