Wendy Daniels Email and Phone Number

Small- to large-market defined contribution, defined benefit and nonqualified deferred compensation retirement plans.- Led team of professionals in developing customer segment marketing communication strategies and multi-media sales campaigns.- Drove sales in all retirement plan markets―defined contribution, defined benefit and nonqualified defined contribution―with specific market strategies for Healthcare/Not-for-Profit, Higher Education and Corporate segments.- Integral sales team member, typically for plans exceeding $100 million in assets. Have contributed to career sales of more than $12 billion.- Created a highly effective awareness and lead-generation program contributing to sales in excess of $500 million annually. - Developed innovative, thought-leadership properties (proprietary research and white papers) including annual research reports that are recognized as leading studies in the industry. - Developed channel distribution plans to maximize sales and awareness with intermediary distribution groups.- Developed first customized participant communications platform at Diversified (legacy), hired team of Communications Directors, winning more than two dozen industry awards under my leadership.- Led cross-functional teams in the development and administration of sales, customer service, and participant education initiatives.- Frequent conference speaker.- Led brand re-positioning (twice) for institutional business to multiple constituent bases including intermediaries, plan sponsors, participants and employees. - Proven team leader focused on effectively positioning products, creating strong working relationships, and exceeding business goals. - Impact Player of the Year - 2011