Michael Consorte Email & Phone Number

New York, NY, US

New York, NY

Heads up plan sponsor team for SUNY's retirement plans: Optional Retirement Plan (401a alternative plan to NYS pension plans), Tax-Deferred Plan (supplemental 403b), and the NYS Voluntary Defined Contribution (VDC) Program (alternative plan to NYS pension plans for non-SUNY employees of New York State).Administers and coordinates SUNY employee benefits.

New York, NY

• Manage the New York State Voluntary Defined Contribution (VDC) program – a flexible, rapid-vesting alternative to NYS pension plans, serving over 140 agencies.
• Responsible for participant engagement, plan oversight, relationship building, and plan policies.
• Main contact for all plan issues, liaising with participants, State agencies, the Office of the State Controller, the Division of Budget, the Governor’s Office of Employee Relations, record-keepers, and consultants.
• Manage plan investment provider and other partner relationships.
• Prepare, distribute, and present quarterly reports to plan partners and stakeholders. Lead investment engagement and oversight for the SUNY DC retirement plans; a comprehensive multi-employer, multi-vendor system.
• Lead investment reviews and facilitate focused investment discussions with providers.

New York, NY

Consulted with plan sponsors and individual clients on retirement plan design, investments, and financial education efforts. Institutional client projects included analysis for DC plan lineup simplification and review of client’s target date fund managers.

New York, NY

• Built strong relationships with government (including state-run higher-education) plan sponsors in Eastern half of U.S. with $8B in combined AUM. Led all aspects of the client experience from investment reviews to.
• Developed territory coverage plans, successfully reaching 100% clients annually
• Deepened client relationships, resulting in 90% client retention and additional investments from 25% of client base
• Partnered with team sales lead to reach over 400 plan sponsors, contributing to team gains of over $500M in AUM in 1H2017, $1.1B in 2016, and $2.5B overall
• Independently raised $100M in new client and cross-sell assets in 1H2017
• Built $5B new business and cross-sell pipeline of qualified opportunities through active zoning, outreach campaigns, and RFPs/RFIs

New York, NY

• Partnered with team lead to cover Northeast territory of 185 institutional clients with over $3B AUM and 300 prospects. Primary contact for reporting, due diligence meetings, ad hoc conference calls, and portfolio.
• Developed New Business Plans with team lead; helped raise $1.2B new AUM

New York, NY

• Coordinated global marketing materials for portfolio managers, marketers, and main Emerging Markets investment specialist.
• Developed Emerging Market investment materials, helped raise $1B new AUM
• Developed Total Investment Solutions materials, helped raise $1.2B new AUM

New York, NY

• Managed team of 4 associates, oversaw departmental projects and coordinated materials for Multi-Asset Class, Global Equity, and Global Balanced strategies.
• Successfully managed department software and production overhaul, coming in on time and under budget

New York, NY

• Managed team of 7 specialists, acting as main liaison with Marketing.
• Coordinated largest Client Forums to date for 700 attendees

New York, NY

• Reported directly to CEO. Managed presentations department, with oversight on all major projects. Managed production staff and process including hiring, developing, and coordinating 2 shift teams. Accountable for.
• Managed 2003 department restructuring, keeping within budget and ahead of time; project included client service overhaul, development of specialty artists, and quality control enhancements

New York, NY

• Founded and grew in-house presentations team focused on projected presentations and printed sales materials. Supervised all staffing and shift management - 24-hour team of coordinators, artists and proofreaders.
• Directed all efforts for 1996 IBD Winter Conference (1,300 attendees), including event logo and branding, multimedia presentations, and event website

New York, NY

Helped art direct and lay out editorial spreads, advertorials, and ad space for over 16 Sunday supplement magazines for a national newspaper network.

New York, NY

Provided art direction and graphic design for full suite of marketing materials for a Manhattan-based, locally focused sports marketing firm headed by a former professional tennis player.

B.S., Communications

Graduated with Honors (Top 10% of class).

Master Of Science, Communications Design