Mike Geist Email & Phone Number

Catonsville, Md, Us

Catonsville, Maryland, Us

Baltimore, Maryland, Us

• Responsible for development and management of Recordkeeping Fee services and solutions for T. Rowe Price Retirement Plan Services (“RPS”)• Developed and validated beta version (proof of concept) of enhanced service offering (“Fee Allocation Solutions”) to eliminate a significant gap in the “RPS” recordkeeping offering• Developed a path to bring enhanced Fee Allocation Solutions to market at a reduced technology cost saving between $1.7 and $2.7 million dollars• Developed improved service adoption governance process achieving 94% adoption of preferred service offering • Successfully sold Fee Allocations Solutions to Clients achieving over 60% adoption among “Key Accounts” (Clients making up 50% of “RPS” revenue) within eight months of service launch• Developed creative approach to fit service enhancements within existing processes to maximize results with minimal investment while simultaneously decreasing risk

Baltimore, Maryland, Us

• Responsible for financial evaluation and governance of all retirement plan pricing for “RPS”• Created and fully implemented strategic pricing framework that enabled differentiation based on: stage of pricing process; competitive environment; quality of offering; underwriting complexity; and service levels, along with strategic discounts for alternative proposals with higher revenue potentialo Resulted in incremental revenue of over $2.4Mo Resulted in retention of revenue of over $1.4M• Identified alternative pricing credit calculation methodology leading to annual ongoing cost savings of over $1M • Incorporated process efficiencies in all projects leading to the elimination of over 4,000 process hours annually• Developed unique custom pricing structure solutions for Key Accounts leading to annual cost savings of $100,000• Led “RPS” data governance and data strategy efforts to support enterprise data governance program• Transformed business reporting team into business and data analytics team to integrate the application of a marketing lens on the use of data and treat data as a proprietary and strategic firm asset

Baltimore, Maryland, Us

• Managed and oversaw multiple departments supporting sales producers including Lead Generation, Product Governance/Underwriting, RFP Response, Internal Sales Support, and Pricing, Metrics, & Reporting Teams• Redesigned sales process to accommodate industry shift from direct sold, bundled environment to disaggregated intermediary driven environment and led implementation thereofo Increased average number of in-field meetings per producer by 93% o Decreased time spent by sales producers on scalable tasks by more than 68% over three years• Served as “RPS” representative and contributed to enterprise-level strategic growth/market opportunity evaluation

Baltimore, Maryland, Us

• Managed team of sales producers that significantly exceeded sales targets for small market product o Exceeded new Assets Under Management (AUM) target by 97% o Exceeded new Total Plan Assets (TA) target by 74%• Provided deal-specific coaching and strategic support as well as training to large and small market product sales producers improving sales efficiency, effectiveness, and results• Acted as senior management support for both large and small market product sales producers for business development meetings and deal-specific presentations

Baltimore, Maryland, Us

• Managed team of internal sales and service staff that contributed to increased sales productivity metrics (e.g., over 2 years achieved a 47% increase in new AUM per sales producer and 40% increase in wins per sales producer) and the generation of new investment management revenue of $36.5 MM• Contributed to development of RPS Sales strategy to achieve senior management targets and developed the activity and results metrics for both large and small market sales producers• Worked with senior management to analyze market opportunities and develop a new intermediary-driven sales strategy and contributed to the resulting realignment of the RPS Sales organization• Synthesized industry best-practices with T. Rowe Price culture and structure to create new sales and marketing process, new sales metrics, reporting, and analysis and led the implementation thereof• Developed and integrated standardized strategic pricing methodologies into the sales process• Coordinated the distribution and integration of investment management thought leadership from portfolio managers regarding asset allocation and time-horizon models into the sales process • Served as senior member and leader of RPS CRM team for design and implementation of new enterprise-wide CRM system and incorporated new sales process efficiencies therein

Baltimore, Maryland, Us

• Exceeded sales targets every year using consultative sales techniques with plan sponsors and intermediaries • Developed new sales approach creating incremental revenue opportunities through intermediary distribution channel• Developed solutions consistent with Modern Portfolio Theory, prudent investor fiduciary standards, and behavioral economics to improve outcomes for Plan Sponsors, participants (investors) and ”RPS”

Us

• Worked with CEO and Senior VP of Business Development to develop corporate strategy, evaluate new market opportunities, merger & acquisition targets, and potential strategic partnerships • Managed team of two marketing professionals and led interdepartmental team to develop and execute new marketing strategies for online direct marketing software infrastructure company • Worked closely with software engineers, web developers, and client services managers to define products and services to ensure profitability and alignment of product development efforts with market needs

Us

• Guided startup online direct marketing software infrastructure company through transition from a one-client company with a single customized product to a multi-client company with a portfolio of standard and premium products and services• Contributed to development of updated and ROI-focused marketing materials to support an improved portfolio of products and services leading to over 300% increase in “Interactive Database Marketing” engagements and incremental revenues of over $1,000,000• Drafted, reviewed, and revised Privacy Policies, Terms of Service, and Master Technology and Service Agreements and contributed to developing negotiation strategies for new business

• Counseling expertise in Contract Negotiation, Labor & Employment (including ERISA), Trusts & Estates, Civil Litigation, Corporations & Business Associations, Insurance & Liability, and Intellectual Property• Developed contract negotiation strategies and developed and implemented litigation strategies and tactics in both complex and basic civil litigation• Drafted briefs, memoranda, motions, opinion letters and appeals on a variety of legal issues; argued motions to circuit and appellate courts• Detected dissipated assets through audit of financial statements and documentation; managed clients’ expectations throughout litigation process• Successfully presented oral argument to Court of Special Appeals preserving trial victory resulting in savings of $16 million for Fortune 500 company• Explained risks and rewards of pursuing alternative strategies based on risk tolerance assessment, cost/benefit analysis, and scenario analysis• Managed, developed, and implemented successful trial strategy for two-year case culminating in three-week jury trial involving over 30 witnesses while maintaining independent caseload of over 30 cases

Master Of Business Administration (Mba)

Doctor Of Law (Jd)