As of Feb of 2017, starting my new role as Executive Director of IRIC - Institutional Retirement Income Council Prior to Feb 2017 - Vice President responsible for define contribution product development. Recent efforts include: * Creation and development of GWB - Lincoln Secured Retirement Income Investment Option* Fee Disclosure positioning, compliance, development and implementation * Launch several new products including small market Alliance, LOSAP program, fiduciary services, QDIA default into Stadion * Business lead for the creation, vision and deployment of the Lincoln Financial Group Trust Co.* Board member for several industry groups (SPARK, IRIC, DCIIA)
Listed skills include Institutional Retirement Income, Retirement Planning, Financial Services, Management, and 6 others.