Randy Develbiss, Cpfa® Email and Phone Number
Randy Develbiss, Cpfa® work email
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Randy Develbiss, Cpfa® personal email
A performance oriented 401(k) specialist and Administrative leader who gets the details right.Key to that role is my real passion for creating, nurturing, and maintaining dynamic Client relationships. Also seen as the go to person to craft projects from clean sheet to viable, my focus is kept on the deliverables and stakeholder objectives.My diverse financial services experience allows me to quickly adapt to new landscapes-current regulations. Other strengths include, harnessing my instructional experience to educate participants and delivering presentations-report outs within all levels of an organization.And in tandem with my excellent writing skills and creative bent, I help messages in all formats sing. A direct benefit from my wide and deep communications skill-set is the ability to lead and develop diverse, cross functional Teams.Recently, using what I learned from earning my Certified Plan Fiduciary Advisor designation, our Team helped stakeholders and earned congratulations for helping them become more informed about their fiduciary roles and resulting responsibilities.
Covenant Financial Group
View- Website:
- covenant-financial.com
- Employees:
- 12
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Retirement Plan Analyst-Marketing AssociateCovenant Financial Group Oct 2017 - PresentShelby Twp, Mi 48317Responsible for creating, managing, tracking, and inputting data to sell ideas/solutions to stakeholders. Consistently harness influencing skills to gain buy in. Led website redesign efforts, including creating relevant messages. Develop creative communications across all media. Subject matter expert for DOL and ERISA regulations.• SME: Strategic Planning Process and Helping Plans Sponsor/internal Stakeholders better understand Fiduciary Roles and Obligations; Led management training;… Show more Responsible for creating, managing, tracking, and inputting data to sell ideas/solutions to stakeholders. Consistently harness influencing skills to gain buy in. Led website redesign efforts, including creating relevant messages. Develop creative communications across all media. Subject matter expert for DOL and ERISA regulations.• SME: Strategic Planning Process and Helping Plans Sponsor/internal Stakeholders better understand Fiduciary Roles and Obligations; Led management training; Developed messages that shaped Firm's new partnership.• Employed active listening skills, Demonstrated professional demeanor and Professional Performance-Empathy under pressure while effectively communicating key messages and maintaining relationships; Actions that Bridged the Gap between business partners-Clients-and Internal Compliance Team.• Event planning; Execution; Vendor Management-Contract negotiations, Culminating in a 30% increase in Client attendance over 3 years. Show less
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Sales And Marketing Project ManagerOakland Community College-Shifting Gears Program Mar 2010 - Dec 2010Auburn Hills, Michigan, United StatesResponsible for providing 120 hours of consulting and completed coursework in the following startup sectors: automotive; consumer electronics; e-training; e-marketing. Developed and applied social and conventional media marketing techniques. Built and launched strategic plans.Key Accomplishments:• 200% increase in market share after attending National trade show; built key relationships; manned booth captured names and interest and expanded prospect pool; used product feedback to… Show more Responsible for providing 120 hours of consulting and completed coursework in the following startup sectors: automotive; consumer electronics; e-training; e-marketing. Developed and applied social and conventional media marketing techniques. Built and launched strategic plans.Key Accomplishments:• 200% increase in market share after attending National trade show; built key relationships; manned booth captured names and interest and expanded prospect pool; used product feedback to create marketing-calling messages.• 28% increase in units sold via dedicated calling plan built on relationships and on rapport with trade show contacts; tracked and managed data to create follow up. Show less -
Corporate Education LiaisonUniversity Of Phoenix Aug 2007 - Feb 2009Troy, Michigan, United StatesResponsible for building diverse, external, and internal teams to achieve enrollment objectives; recruited 16 Senior Level Executives for First Ever Local Business Leader – Faculty Advisory Board.Key Accomplishment: Recruited 33 new students, creating a $1,000,000 revenue stream; exceeded prospecting goals. -
Customer Service-AdministrationPro Seal Service Group Jan 2005 - Mar 2007Pontiac, Michigan, United States- Recognized: Best in Class Customer Service/Sales Support- Built vendor relationships- Reduced lost orders 25%
Randy Develbiss, Cpfa® Education Details
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English -
English
Frequently Asked Questions about Randy Develbiss, Cpfa®
What company does Randy Develbiss, Cpfa® work for?
Randy Develbiss, Cpfa® works for Covenant Financial Group
What is Randy Develbiss, Cpfa®'s role at the current company?
Randy Develbiss, Cpfa®'s current role is Retirement Plan Administrator/Message Alchemist/CRM-Data Tamer/Relationship-Team Building Expert/Sales-Marketing & Client Development Strategies that get Results!.
What is Randy Develbiss, Cpfa®'s email address?
Randy Develbiss, Cpfa®'s email address is ra****@****nix.edu
What schools did Randy Develbiss, Cpfa® attend?
Randy Develbiss, Cpfa® attended University Of Michigan, Lansing Community College.
Who are Randy Develbiss, Cpfa®'s colleagues?
Randy Develbiss, Cpfa®'s colleagues are David Singer, Chris Choi.
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