Launched and lead an independent, employer sponsored retirement plan advisory and consulting firm focused on helping employers enhance retirement benefit offerings by lowering fees, improving utilization, simplifying operations, and mitigating risks.• Manage all aspects of business including sales and marketing, technology, finance, compliance, and client service.• Raised the retirement readiness of dozens of employers via a consultative approach that enables both employers and employees to engage in proactive approaches.• Benchmarked the competitiveness of the retirement offering against geographic and industry competitors.• Consistently lowered clients’ overall fees through a process of renegotiation with relevant third-party vendors.

Led the sales and client services function for the Northeast region to cross-sell retirement plan consulting services to existing clients with pre-existing benefit consulting relationships. This included full P&L responsibility for over $2B of assets under advisement.• Installed a cross-selling process to capture retirement benefit consulting engagements with pre-existing client base.• Standardized workflow operations to simplify plan administration, enabling employers to apply their resources to higher order transactions.• Designed and implemented segmented messaging for employees of client companies to enhance utilization of retirement services.• Implemented standardized fiduciary risk mitigation processes such as formalized investment committees, policies, and documentation.

Led regional 401k recordkeeping platform administrative sales function for the company, producing $750K of new revenue annually. This included managing the regional marketing budget as well as the travel budget.• Established relationships with third-party distribution sources, enabling Prudential’s direct involvement in the sales process.• Early adopter of innovating product solutions not offered by other companies in the market such as guaranteed minimum withdrawal products.• Involved in the integration of acquired company solutions that included bringing the combined end-state solution to market.• Consulted with clients on total retirement outsourcing solutions that simplified total reward strategies for client companies.

Progressively increasing responsibilities including: - Consultant Relations. - Client Relationship Management (managed clients with administered assets exceeding $2 billion and annual revenues of just under $1 million) - New Business pricing and existing client profitability - Corporate Finance – including annual business planning and budgets/forecasts - Business Segment and Product profitability analysis - Fund Profitability, including reporting to Board of Directors - Installation of Executive Information System - Annual negotiation of mutual fund servicing contracts with Board of Directors