Neal Ringquist Email & Phone Number

Charlotte, North Carolina Area

Retirement Clearinghouse (RCH) is a leader in providing retirement plan sponsors with portability services to help employees move and consolidate their retirement savings accounts. RCH provides unbiased, personalized assistance to make portability and consolidation easier and to promote better management of retirement savings, regardless of employees’ account balance. The company’s programs have been cited as a model for reducing cashouts and improving retirement outcomes for both employers and employees. With an experienced management team and a long track record of thought leadership, RCH is committed to lowering employer and employee costs, managing employers’ fiduciary risk, and increasing retirement plan assets.

San Francisco Bay Area

MONDO is a Personal Financial Management company focused on helping the Millennial Generation save for and fund financial goals through an innovative “pay yourself first” mobile application tied to an online asset management account. • Provide guidance on product marketing strategy and business plan.

ASI is a financial technology company developing SaaS solutions that help financial advisors develop, communicate and service advice recommendations.

Morningstar is the leading provider of independent investment research and data in North America, Europe, Australia, and Asia. mPower was aquired by Morningstar, and absorbed into the Registered Investment Advisor subsidiary of Morningstar. Led sales for the online 401(k) participant advice program.

Led sales, marketing and client service for an internet-based investment advice company. Participated in all strategic decision making as part of a five-person senior management team, including acquisitions, capital raising and strategic planning. Involved in all facets of the successful sale of mPower to Morningstar.

Created and managed $7 billion insitutional investment unit consisting of portfolio management, collective trust fund administration and non-proprietary fund relationship management.

Mba, Finance

Ba, Economics

Activities and Societies: Captain, Football