Covering Southern California and Hawaii

 Responsible, in partnership with a Regional Director, for increasing sales of Putnam’s full service 401(k) product and investment only business in the Mid-Atlantic territory. Helped raise, in conjunction with my external partner, over $90M in sales with 9 clients for 2014. Proactively consult with financial intermediaries regarding plan design, investment policy statements, industry trends, Putnam product enhancements, DOL and ERISA updates, and overall best practices. Develop and maintain strategic relationships with financial intermediaries, DCIO sales teams, internal and external business partners, and third party vendors.