I have been reputed as a relationship management expert with deep expertise cutting across retirement plan design and administration including 401k, defined benefit pension and ESOP plans for Top Tier strategic clients. I offer the ability to lead teams and transform relationship management functions, critical to moving needle at financial services firms. I leverage collaborative leadership style with ability to balance client advocacy with company vision. I influence profitability of firms and offer strong communication skills, working across all levels of organization to ensure favorable outcomes and continued growth.Specialties:401k Administration & Plan Design | Defined Benefit Administration | Investment PolicyParticipant Education | Customer Service | Sales Growth | Client Retention Strategic Planning | Staff Leadership | Client Communications & Education
Listed skills include Mutual Funds, Customer Relationship Management, Financial Planning, Qualified Retirement Plans, and 1 others.