Working with large market institutional clients and consultants in the NY Metro area to achieve a successful retirement plan outcome for their employees. Oversee integrated team of internal business partners that provide expertise in the areas of employee communication, fiduciary support relative to plan economics, investment analysis and plan design.

• Responsible for launching and training ADP's SIMPLE IRA solution to over 1600 sales reps nationally resulting in the #1 market position for SIMPLE IRA sales in 2011 and 2012.• Grew SIMPLE IRA annual plan sales from 500 to over 6500 plans during my tenure.• Responsible for presenting to Senior Leadership sales results and strategic initiatives quarterly• Continual product development as well as streamlining staffing and operations to support triple digit sales and revenue growth annually • Oversaw and provided input with the development of sales, training and ipad application tools.• Pioneered and built SIMPLE IRA employee education platform.

Responsible for selling 401(k) plans directly to businesses with $3 to $30 million dollars in plan assets. First year in position (07), finished at 150% of goal and placed in top 5 for all summer sales contests. Lead development through, cold calling, Fidelity Investor Centers and Sales Desk.

Wholesale retirement plans with assets less than 2 million. First year in production exceeded sales goal by 34% and placed Top 8 in the country for new plan assets in category. Developed new advisors resulting in 50% of production from new distribution sources. Second year (2005), in production, placed 3rd out of 40 in sales category. Third year (2006), closed 72% of sales goal within the 1st quarter of 06.

Grass Roots approach to leading and managing 3 sales offices in the NY Metro region including 22 service professionals and administrative staff. Consistently placed in the top five offices in the nation for increased deferral rates and lowest lapse rate. Personally serviced over $500 million in retirement plan assets while being responsible for over 2.5 billion in assets under management. Developed Account Executive Business Plan, mentorship program, monthly training program, goal review meetings. Revised job descriptions and infrastructure for internal staff to promote development and career path. Top performer for referring and cross selling additional Principal products. Public speaking events included advisor and internal employee education and training for corporate initiatives.

Leader in the development and implementation of a proactive service plan for the New York Metro Region. Consultant to both advisors and clients in regards to plan design, investments, compliance and fees of retirement plans. Conducted seminars and employee education meetings.

Assist with sold case submissions, follow up and installation of both health, non-medical and retirement plans. Increased pipeline and close ratio by proactively following up on sales activity with advisors. Internally supported clients by providing customer service for all products.

Act as liaison between sales and service staff and customers, agents and brokers. Coordinated account installation and education meetings nationally.

Responsible for all marketing efforts including promotion, marketing and public relations to both public and private sector. Developed direct mail campaign directed at prospect development.