entities in the 401(k), 403(b), 457(b), 401(a), and IRA market space. Expertise in: Plan Design, Plan Analysis, Investments, Underwriting, Fee Benchmarking, Employee Education, Compliance, and Prospecting. Consulting Minnesota, USA
[email protected] Work Experience MissionSquare Retirement (formerly known as ICMA-RC), Regional
Sales Manager, Nov 2015 ~ Sep 2020 Oversaw
sales and service
operations in 5 states (MN, ND, SD, WI, MI). Block of business was: $4 Billion of AUM, 70,000 plan participants, and over 900 group employer plans. Recruited, interviewed, hired, trained and coached 9 staff members. Conducted