401K Rollover Sales Director, Rollover Systems
Cincinnati Area
401K Rollover Sales Director, Rollover Systems
Cincinnati Area
Registered Representative
401K Rollover Advice
401K Rollover and Retention, Sales Training, Financial Wholesaler, Investment Sales, 401K Sales Lead Generation, Third Party Adminstration, Fiduciary Advisor Services
(Financial Services industry)
December 2007 — Present (1 year 1 month)
External Wholesaler of 401K Rollover and Retention services to TPA and Retirement Plan Advisors within the Central Region. Assist each with revenue generation, cooperative marketing efforts, streamlining back office process, identification of high net worth 401K sales leads.
(Privately Held; FMR; Financial Services industry)
1989 — 2006 (17 years)
Roles included ECM Investment Only (DCIO) Relationship Mgr, 401K Relationship Manager, Senior Retirement Specialist 401K Rollover Division, Sales Training Executive, 401K Sales Producer.
(Privately Held; Insurance industry)
1999 — 2002 (3 years)
External Wholesaler of 401K, Pension, and Investment Only (DCIO) product to OH/KY sales territory. Partnered with firms such as Principal, Diversified Investment Advisors, Nationwide, USI Consulting Group, etc.
Bachelor of Arts, Business, Economics, Social Sciences, 1984 — 1988