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Summary

  • Goal-driven professional with 15 years of significant, progressive financial services and project management experience.
  • Focused on relationship management and analysis, including ability to deliver personalized client service, cultivate strong business relationships and make real-time decisions. 
  • Excellent team player who listens, thrives on collaborating with diversely talented team members, and integrates their divergent perspectives into meaningful action.
  • Highly effective verbal and written communicator.  Provides clear and concise documentation to support position.  Powerful presenter with any audience.
  • Global thinker, degreed in management, adept at training, developing and coaching..
  • Computer-proficient performer with expertise in MS Office, Outlook and Retirement Plan Software.

Objective

To contribute strong leadership and interpersonal skills, as well as highly applicable experience, to a well-respected firm in a professional capacity.  Demonstrate outstanding character, leading to powerful relationships with both internal and external clients.

Work experience

Feb 2007Present

Lincoln Financial Group - Consultant/Trainer
  • Responsible for providing participants and plan sponsors with familiarity of products and services offered within retirement plans.
  • Educate current and potential plan participants with on-site seminars and presentations.
  • Participate in annual plan reviews with plan sponsors, detailing out prior year accomplishments and upcoming objectives.
  • Consistently exceeds expected sales and persistency objectives.
  • Deliver sales training programs covering versatile sales techniques, presentation skills and territory management.
  • Develop annual training programs for 3 national teams consisting of Financial Advisors, Relationship Managers and Retirement Consultants. 
Mar 1997Sep 2006

The Vanguard Group - Project Manager
  • Managed nearly a dozen multi-million dollar technology initiatives for Integrated Retirement Plan Solutions Division.  Specifically, delivered new retirement plan statement, voice response system and investment advice program.
  • Led efforts for integration, identifying commonality in previously unrelated projects.
  • Mastered Project Manager role quickly; launching several initiatives independently within six months.  Projects recognized by Dalbar and Plan Sponsor.
  • Facilitated focus groups with internal and external stakeholders. Applied findings to requirements and design, leading to an industry leading retirement plan statement.
  • Developed initial dashboard for Retail Client Group, activity included process mapping, SIPOC modeling and data collection plan.
  • Presented to plan sponsors, remotely and on location, to gain acceptance for new web and service enhancements; responded effectively to questions and concerns related to project implementation and proposed strategy for launch.
Mar 1993Mar 1997

US Navy - Budget Coordinator
  • Managed ship's Operating Target (OPTAR) Budget, maintained accurate records for   CINCLANTFLT inspection team.
  • Developed and maintained an automated financial reporting tool, which improved efficiency and accuracy.
  • Saved ship over $500K by finding alternative sources for procurement with the use of surplus management software.
  • Received two Navy Achievement Medals for professionalism and high standards during service onboard USS Supply AOE-6.

Education

Apr 2009

Master of Business Administration

Oct 2003

Bachelor of Science

Certifications

Chartered Retirement Plan Counselor

College of Financial Planning

Life, Health and Annuity

PA Department of Insurance

Series 6 & 63

FINRA

References

Peter Krech

Michael Solomon

Joseph Hofmann