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Mike S. is a Stable Value Sales Director at The Standard. He possess expertise in mutual funds, series 63, series 7, 401k, retirement and 16 more skills.
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Regional Vice President, Dcio SalesThe Standard May 2022 - PresentPortland, Oregon, UsHelping the retirement plan community by providing solutions to improve participant outcomes. -
Vice President- Client Relationship ManagerAegis Retirement Partners Oct 2019 - May 2022Concord, Massachusetts, UsAegis Retirement Partners, LLC (ARP) is a professional, comprehensive & independent retirement plan consulting & third party administration firm. Aegis provides plan sponsors with the highest level of administrative and consulting services for their 401(k), 403(b), 457(b) and non qualified plan offerings. At Aegis, we are your partner: Here to guide, advise and administer on all aspects of your company’s retirement plan.Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Aegis Retirement Partners, LLC are not affiliated. -
Relationship ManagerJ.P. Morgan Asset Management Jul 2018 - Oct 2019New York, Ny, Us -
Senior ConsultantCommonwealth Financial Group/Retirement Income Advisors Dec 2016 - Jul 2018Our mission is to help our customers ensure they do not outlive their income in retirement and ensure they live the lifestyle they desire.
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Regional Vice PresidentTransamerica Retirement Solutions Apr 2015 - Dec 2016Baltimore, Maryland, UsProvide retirement solutions to TPA firms, Financial Advisors and Plan Sponsors in the Massachusetts and Rhode Island Emerging Market business segment. -
National Dc Sales Desk ManagerEmpower Retirement Apr 2011 - Apr 2015Greenwood Village, Co, UsManaging the internal sales & investment specialist teams for Putnam's Advisor Sold 401(k) platform. -
Vice President, Client AdvisorJpmorgan Nov 2006 - Apr 2011New York, Ny, UsManaged 10 Large and Mega sized DC plans. -
PrincipalMercer/Putnam Investments Aug 1997 - Nov 2006Relationship Manager, responsible for services related to Defined Contribution, Defined Benefit and Health & Welfare administration for corporate benefits departments. Putnam's Defined Contribution business mergers with Mercer in January of 2005.
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Pension AnalystHarvard University May 1995 - Aug 1997Cambridge, Massachusetts, UsServed as primary contact within Harvard University's Fringe Benefits Office in Holyoke Center for staff and faculty retirement plans. Helped design and build the Staff and Hourly Pension Plans.
Mike S. Skills
Mike S. Education Details
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Nichols CollegeGeneral -
Massachusetts College Of Liberal ArtsPolitical Science -
Bedford High School
Frequently Asked Questions about Mike S.
What company does Mike S. work for?
Mike S. works for The Standard
What is Mike S.'s role at the current company?
Mike S.'s current role is Stable Value Sales Director.
What is Mike S.'s email address?
Mike S.'s email address is mi****@****hoo.com
What schools did Mike S. attend?
Mike S. attended Nichols College, Massachusetts College Of Liberal Arts, Bedford High School.
What skills is Mike S. known for?
Mike S. has skills like Mutual Funds, Series 63, Series 7, 401k, Retirement, Sales Management, Retirement Planning, Relationship Management, Investments, Defined Benefit, Employee Benefits, Finance.
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