Stuart Goodwin Email & Phone Number

Portland, Me

Responsible for ongoing oversight of approximately 80 agent, referral partner and financial institution relationships.Act as the central hub coordinating all on-going efforts involving Loss Prevention, Underwriting , Account Services and Agent Support in terms of making certain issues remain on track and communicating events that affect an agent's/partner's book of business in a prompt and accurate manner.

Kansas City, Mo

Managed a business unit servicing third party administrators servicing qualified retirement plans. Managed a group of 35 professionals and also responsible for marketing, sales, relationship mamangement of clients, managing all aspects of department financials as well as serving on location management team.

Prairie Village, Ks

Manager of INTRUST's Institutional Wealth Management Division's affiliate office locations in Prairie Village and Witchita, KS.Managing offices with assets of more than $900 million. Manages a staff of nine professionals and assisted with new business efforts as well as cross-selling to existing client base. Coordinated plan document compliance efforts for all institutional wealth clients as well as performing traditional managerial duties.

Kansas City, Mo

Client service contact for twelve large master trust/master custody relationships with assets exceeding $3 billion. Assisted in cross-selling global investment management, securities lending, client on-line services, performance measurement and risk analysis products.

Kansas City, Mo

Acted as senior relationhip manager overseeing a portfolio of large, predominately master trust/master custody accounts. Total assets of the retirement plan portfolio exceeded $4 billion and included large corporate plans, Taft-Hartley plans as well as retirement plans for large municipalities.

Portland, Me

Managed bank's Employee Benefits Division.managed full service shop with $190 million in assets. Administered an account load of 175 retirement plans and managed a team of seven professionals.Performed managerial functions (budgeting, strategic planning, performance appraisals, etc.) as well as assisted in new business development.

Certified Retirement Service Professional (Crsp) Designation (Not Current)

Activities and Societies: Served on advisory board.Earned professional designation upon completion of required course of study as well.

Ba - Economics, Majored In Economics, Minored In Mathematics.

Activities and Societies: Sigma Alpha Epsilon Fraternity

Math - Science Diploma

Activities and Societies: Varsity soccer, varsity tennis, sailing, glee club, dormitory moniter.