Farmington, Connecticut, United States
Developing and leading the overall vision, strategy and outcomes for the U.S. Retirement Business at T. Rowe Price. The Retirement Business is comprised of both DCIO and Variable Annuity subadvised businesses.
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Responsible for strategic communications, marketing and sales training for ING Corporate Markets 401(k) division. Responsible for advisor channel practice management initiatives and managed team of marketing professionals. Developed and delivered content for senior leadership as well as product and sales positioning trainings. Presented practice management GROW program to key Broker Dealer clients and at industry conferences.
Served a in a variety of service and sales roles marketing ING's 401k products through financial advisor's. Responsible for $70million in annual sales and a consistent top 10 performer.
Responsible for managing 401k book of business over $300 million in AUM. Led Trustee meetings with C-suite executives and conducted employee education meetings in English and Spanish. Key liaison for various internal and external stakeholders including plan sponsors, financial advisors and internal leadership.