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Rob Thomson is listed as Spokesperson on retirement and wealth with over 20 years of experience in thought leadership, marketing, market research and strategy. at MFS Investment Management, based in Hingham, Massachusetts, United States. AeroLeads shows a work email signal at verizon.net and a matched LinkedIn profile for Rob Thomson.
Rob Thomson previously worked as Strategist Business Development - DC at Mfs Investment Management and Vice President, Retirement Services Division, Marsh McLennan Agency-New England at Marsh Mclennan Agency - New England. Rob Thomson holds Bachelor Of Arts - Ba, Economics from Providence College.
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Rob Thomson is a Spokesperson on retirement and wealth with over 20 years of experience in thought leadership, marketing, market research and strategy. at MFS Investment Management. He possess expertise in 401 retirement savings plans, retirement planning, mutual funds, investments, financial services and 2 more skills.
Listed skills include 401 Retirement Savings Plans, Retirement Planning, Mutual Funds, Investments, and 3 others.
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Boston, Massachusetts, Us
• Partner with DC Directors to define and execute business plan to uncover new relationships and strengthen existing relationships by increasing market share by highlighting MFS DCI capabilities across all market segments.• Deliver DC marketplace content to senior retirement advisors. centers of influence and key partners. Provide global client perspectives to create more opportunity for deeper alignment
White Plains, New York, Us
• Manage client's fiduciary liabilities, vendor relationships and employee education. • Provide on-going/customized advisory service and support; problem resolution, plan design review, investment strategy, education, regulatory and legislative updates, etc. • Develop Committee Charters, Investment Policy Statements and Education Policy Statements. • Analyze and benchmark investments, services and fees.
New York, New York, Us
Oversaw relationships between Voya and mid-tier consultant firms across the US with defined contribution assets under management up to $50B.• Managed key accounts including Lockton, Pensionmark Financial Group, Gallagher Retirement, Sheridan Road, Envestnet, taking a leading role in developing a business plan, building a cohesive filed communication strategy as well as coordinating key marketing initiatives for the firms.
New York, New York, Us
Executed core business initiatives to grow business through financial advisors in Northeast territory.• Built and maximized market share by providing industry insights, effective practice management, and positioning investment products to top financial advisors and consultants.o Won single largest trade for Voya DCIO in 2016. o Earned second place on team for defined wins / tracked trades in 2016.
Baltimore, Maryland, Us
Wholesaled TRS retirement products to financial representatives, including DC and DB opportunities. Managed New England territory; MA and RI all channels. • Generated 100% increase in 2014 territory sales, as measured from 2013 annual sales benchmark by a broad reach to all advisors in the territory.
Hartford, Ct, Us
Marketed retirement products to financial representatives. Managed New England territory, including, MA and RI all channels. • Focused on business plan, concentrating on small group of larger retirement teams for opportunities.o Territory production was ranked #11 out of 74 territories in 2011.
Boston, Massachusetts, Us
Marketed Sun Life / MFS retirement products to financial representatives. Managed New England territory, including NH, ME, MA, RI, and CT.• Produced $106M in retirement assets for 2007 by a targeted campaign increasing proposals on plans above $5M.o Top regional manager in country for overall sales in 2007. o Territory production was ranked #2 out of 27 territories in 2007.
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Rob Thomson works for MFS Investment Management.
Rob Thomson is listed as Spokesperson on retirement and wealth with over 20 years of experience in thought leadership, marketing, market research and strategy. at MFS Investment Management.
AeroLeads has found 1 work email signal at @verizon.net for Rob Thomson at MFS Investment Management.
Rob Thomson is based in Hingham, Massachusetts, United States while working with MFS Investment Management.
Rob Thomson has worked for Mfs Investment Management, Marsh Mclennan Agency - New England, Voya Investment Management, Transamerica, and The Hartford.
You can use AeroLeads to view verified contact signals for Rob Thomson at MFS Investment Management, including work email, phone, and LinkedIn data when available.
Rob Thomson holds Bachelor Of Arts - Ba, Economics from Providence College.
Rob Thomson is listed with skills including 401 Retirement Savings Plans, Retirement Planning, Mutual Funds, Investments, Financial Services, Asset Allocation, and Sales.
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