Ryan Tucci Email & Phone Number

Boulder, Colorado, United States

Sales for Great Gray Trust Company (formerly Wilmington Trust) sub-advised Collective Investment Trust Funds to Defined Contribution focused consultants and financial advisors. In addition, collaborate with recordkeeping, sub-advisor sales counterparts, and COIs across the Western half of the country.

Denver Metropolitan Area

Sales for Wilmington Trust sub-advised Collective Investment Trust Funds to Defined Contribution focused consultants and financial advisors. In addition, collaborate with recordkeeping, sub-advisor sales counterparts, and COIs across the Western half of the country.

Denver, Colorado, United States

• Develop and manage relationships with public and private sector retirement plan consultants in the Western U.S. from Nebraska to Alaska & Hawaii. • Generate new business opportunities for Nationwide in the 401(a), 457, 403(b), and 401(k) markets. • Focus on promoting various aspects of retirement plan design, product offerings, technology and value proposition in the marketplace• Owning the relationship management function within the territory to drive awareness and involvement with new business acquisition

Greater Denver Area

Ryan is responsible for new business development and client relations for Prudential Retirement’s Central States region consisting of Colorado, Nebraska, Kansas, Iowa, and Missouri. His extensive background and industry experience, which include working at both consulting and recordkeeping firms, makes him uniquely qualified to see the industry from both sides of the table allowing him to relate to the current industry issues and trends that impact all parties. Ryan ensures the retirement plan products and services offered by Prudential are customized and flexible to meet the needs of the client and plan participants. Ryan's responsibilities include advisor-sold corporate retirement plans $10m - $200m, 403(b) plans $20m-$100m, DB full service sales, and Stable Value DCIO. He also partners with colleagues to cover Non-Qualified and governmental plans, offering a full spectrum of plans and services.

Greater Denver Area

Coordination of client benchmarking projectsDevelop RFP workflowsOversight of client vendor RFPsAssist with business development effortsProvide support to the retirement plan consulting teamAssist Innovest retirement plan clients with plan governance and research issues

Greater Denver Area

Provide support to the retirement plan consulting teamAssist Innovest retirement plan clients with plan governance and research issuesCollaborate with plan consultants to help resolve client retirement plan issuesContribute to retirement plan service and fund benchmarking projectsHelp the firm respond to RFPs for prospective new clients and develop RFPs for current retirement plan clients seeking new vendors

Greater Denver Area

Development and oversight of the firm’s newly created RFP Services Division Conduct internal project management initiatives including new business development, file digitalization, website redesign, and competitive analysis projectsRepresent the firm in a sales and marketing capacity at industry conferences and networking eventsUtilize Microsoft PowerPoint to design and format presentation materials for retirement plan participants, fiduciaries, and potential clients using proprietary information along with industry data from sources such as MorningstarSupervision of firm’s internship program; management of all staff and projects thereinAct as liaison between firm’s retirement plan clients, vendors, and other key professionalsAuthor industry publications including white papers, economic updates, and quarterly client newslettersManage plan administration for governmental 401(a) with more than 600 participants and $200 million in assets

Phoenix, Arizona Area

Work directly with Defined Contribution plan sponsors regarding fiduciary responsibility, annual plan reporting, participant education, plan administration, and plan-level problem resolution.Engage and strategize with senior level executives both internally and at client companies Develop and foster relationships with multiple contacts for each client Anticipate client needs as related to market conditions, regulatory changes, and process management Collaborate with internal teams and off-site departments in order to resolve complex client issues

Phoenix, Arizona Area

Respond to shareholder phone calls with utmost attention to detail and superior CRM skillsService High Net Worth accounts (excess of $1million) and participants in complex specialized retirement plans Develop and implement peer training on company stock, cost basis, and net unrealized appreciationEducate institutional participants by relaying Vanguard investment methodology, fund performance data, regulatory issues, and tax-related concerns through verbal and written communicationExecute mutual fund trades and guide participants through transactions such as loans, rollovers, and withdrawals