promoted to Regional Sales Manager due to my efforts in this position. Mutual of America Financial Group, Group Account Representative, Dec 2010 ~ May 2013 Sold takeover and new plan start ups for 401(k), 403(b), 457(b), SEP, SIMPLE, and payroll deduct Roth IRA product lines. Served as the relationship manager to over 80 group employer plans with over $200M in AUM in the Upper Midwest. Conducted annual fiduciary plan reviews focused on plan fees, investment portfolio benchmarking analysis, share class optimization, plan design, ERISA compliance best practices, and employee education curriculum developmen...
A tiempo completo / Interesado en trabajar a distancia
Dickinson College・
Political Science