Donna Ross

Donna Ross Email and Phone Number

Vice President Sales Marketing @ Ross Consulting
Seal Beach, CA, US
Donna Ross's Location
Seal Beach, California, United States, United States
Donna Ross's Contact Details

Donna Ross personal email

n/a
About Donna Ross

Seasoned and knowledgeable with 30+ years of experience in the retirement recordkeeping and employee benefits industry. Background in Retirement Plans compliance, human resource operations, administration, ERISA consulting, plan document drafting, plan design, management, and customer service management. In addition, experience in strategic planning, business plan execution and results-oriented leadership. Recognized by industry-leading online publication 401(k) Wire as one of the Hundred Most Influential People in 401(k) based on industry-wide poll.

Donna Ross's Current Company Details
Ross Consulting

Ross Consulting

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Vice President Sales Marketing
Seal Beach, CA, US
Website:
ross-consulting.net
Employees:
26
Donna Ross Work Experience Details
  • Ross Consulting
    Vice President Sales Marketing
    Ross Consulting
    Seal Beach, Ca, Us
    View
  • Ross Consultingllc
    President
    Ross Consultingllc Jan 2018 - Present
  • Retirement Revolution
    President
    Retirement Revolution Jan 2009 - Aug 2015
    Founding business head of the retirement-focused subsidiary of Vertical Management Systems, Inc. (VMS).In 2013, I brought on firm’s very first business process outsourcing (BPO) client, a very large insurance company that was introducing a new mid-market retirement product.
  • Advisor Clearing Network- Wholly Owned Subsidary Of Vertical Management Systems
    Principal
    Advisor Clearing Network- Wholly Owned Subsidary Of Vertical Management Systems Jan 2009 - Aug 2015
  • Vertical Management Services (Vms)
    Senior Vice President, Board Member
    Vertical Management Services (Vms) Jan 2009 - Mar 2011
    Since 1992, VMS has designed, constructed and hosted a variety of accounting, securities processing and control systems for some of the largest financial institutions in the United States. I was responsible for commercializing the new retirement recordkeeping solution and directing sales and marketing.
  • Union Bank Of California
    Senior Vice President, Director Of Retirement Plan Services
    Union Bank Of California Jun 1990 - Jan 2009
    San Francisco, Ca, Us
    Key member of senior management team responsible for business development, mergers, acquisitions and IT development initiatives.In 2008, I directly managed the divestiture of the retirement plan business, including 600 plans and the relocation of 50 employees, to Prudential Financial at a price of $103 million. I also developed system capabilities to serve large institutional clients while expanding distribution channels for retirement products.
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  • Watson Wyatt
    Senior Adminstrator
    Watson Wyatt 1987 - 1989
    Now Towers Watson, Watson Wyatt is a global professional services company that helps organizations improve performance by offering consulting, technology and solutions in the areas of benefits, talent management, rewards and risk and capital management. - Handled all aspects of mega plan administration.
  • Polycomp Administrative Services
    Manager
    Polycomp Administrative Services Sep 1984 - Oct 1987
    Top California administrator of retirement plans, self-directed IRAs and Association Trust Plans. - Started 401(k) department- Responsible for all system changes for Tax Reform Act 1986

Donna Ross Skills

401k Retirement Retirement Planning Investments Employee Benefits Mutual Funds Financial Services Leadership Crm Management Pensions Mergers And Acquisitions Start Ups Marketing Securities Call Center Finance Series 7 Asset Management Sales Series 63 Financial Advisory Governance Investment Advisory Business Planning Retirement Plan Consulting Product Development Functional Design Equities Strategic Thinking Organizational Effectiveness Call Centers Morningstar

Donna Ross Education Details

  • California Coast University
    California Coast University
    Business Management

Frequently Asked Questions about Donna Ross

What company does Donna Ross work for?

Donna Ross works for Ross Consulting

What is Donna Ross's role at the current company?

Donna Ross's current role is Vice President Sales Marketing.

What is Donna Ross's email address?

Donna Ross's email address is do****@****ion.com

What is Donna Ross's direct phone number?

Donna Ross's direct phone number is +181866*****

What schools did Donna Ross attend?

Donna Ross attended California Coast University.

What skills is Donna Ross known for?

Donna Ross has skills like 401k, Retirement, Retirement Planning, Investments, Employee Benefits, Mutual Funds, Financial Services, Leadership, Crm, Management, Pensions, Mergers And Acquisitions.

Who are Donna Ross's colleagues?

Donna Ross's colleagues are Jon Ross.

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