Ray Spina, Cep Email & Phone Number

Institutional Client Relationship Manager responsible for a book of business at Morgan Stanley at Work committed to expanding and retaining existing client relationships. The Relationship Manager is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors. Additional supporting expertise as an Employee Benefits Consultant with 25 + years of substantial experience assisting clients implement, manage, maintain and service retirement plans and equity compensation arrangements. Specialties:  Licenses: FINRA Series 7 & 66 Certified Equity Profesional (CEP) designation Responsible for Client satisfaction and profitability Focus on Fortune 1,000 clients Responsible for planning and completing quarterly client service reviews Client Advocate within organization-facilitates and influences internal resources and teams  HR Outsourcing  Qualified and non-qualified plan compliance reviews.  Gap analysis and process improvement for corporate benefit plan administration. Reduction in cost initiatives for corporate benefit plans. Project manager for vendor selection and benefit plan services for defined contribution, non-qualified and equity compensation plans. Focus on RFP's, benchmarking fees and services, contract and service level agreements and transition and conversion assistance. M&A transaction support.

Listed skills include Series 7 and Cep.

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  Suny Oneonta

  Business Economics