Diane Pressley
AVP, Senior Sales Analyst - Rollover Solutions Group at Millennium Trust Company- Claim this Profile
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Bio
Kevin M. Clark
Diane is the consummate professional. She is knowledgeable, responsive and diligent in meeting the needs of internal and external clients. She is a wonderful colleague - positive in her approach and operates with great anticipation in her support of our sales and business development efforts. She is truly a pleasure to work with and no she is, no doubt, a Millennium Trust MVE (most valuable employee).
Cari Stables
Diane Pressley has served a central role on Millennium's Retirement Services team for over 10 years, reporting directly to our Managing Director. She is the consummate professional: reliable, timely, helpful, effective in problem solving and meeting deadlines. Diane has a strong analytical skill set and the ability to manage multiple projects as a matter of course. She has been a valuable contributor to our team's success. It is an honor to work with Diane.
Kevin M. Clark
Diane is the consummate professional. She is knowledgeable, responsive and diligent in meeting the needs of internal and external clients. She is a wonderful colleague - positive in her approach and operates with great anticipation in her support of our sales and business development efforts. She is truly a pleasure to work with and no she is, no doubt, a Millennium Trust MVE (most valuable employee).
Cari Stables
Diane Pressley has served a central role on Millennium's Retirement Services team for over 10 years, reporting directly to our Managing Director. She is the consummate professional: reliable, timely, helpful, effective in problem solving and meeting deadlines. Diane has a strong analytical skill set and the ability to manage multiple projects as a matter of course. She has been a valuable contributor to our team's success. It is an honor to work with Diane.
Kevin M. Clark
Diane is the consummate professional. She is knowledgeable, responsive and diligent in meeting the needs of internal and external clients. She is a wonderful colleague - positive in her approach and operates with great anticipation in her support of our sales and business development efforts. She is truly a pleasure to work with and no she is, no doubt, a Millennium Trust MVE (most valuable employee).
Cari Stables
Diane Pressley has served a central role on Millennium's Retirement Services team for over 10 years, reporting directly to our Managing Director. She is the consummate professional: reliable, timely, helpful, effective in problem solving and meeting deadlines. Diane has a strong analytical skill set and the ability to manage multiple projects as a matter of course. She has been a valuable contributor to our team's success. It is an honor to work with Diane.
Kevin M. Clark
Diane is the consummate professional. She is knowledgeable, responsive and diligent in meeting the needs of internal and external clients. She is a wonderful colleague - positive in her approach and operates with great anticipation in her support of our sales and business development efforts. She is truly a pleasure to work with and no she is, no doubt, a Millennium Trust MVE (most valuable employee).
Cari Stables
Diane Pressley has served a central role on Millennium's Retirement Services team for over 10 years, reporting directly to our Managing Director. She is the consummate professional: reliable, timely, helpful, effective in problem solving and meeting deadlines. Diane has a strong analytical skill set and the ability to manage multiple projects as a matter of course. She has been a valuable contributor to our team's success. It is an honor to work with Diane.
Credentials
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How to Be an Adaptable Employee during Change and Uncertainty
LinkedInAug, 2022- Nov, 2024 -
Excel Quick Tips (2018)
LinkedInFeb, 2021- Nov, 2024 -
The Six Morning Habits of High Performers
LinkedInFeb, 2021- Nov, 2024 -
Selling with LinkedIn for Teams Millennium Trust
Vengreso | The Digital Sales Transformation Company
Experience
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Millennium Trust Company
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United States
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Financial Services
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400 - 500 Employee
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AVP, Senior Sales Analyst - Rollover Solutions Group
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Feb 2010 - Present
- Analyzes Conference needs, makes recommendations to management, leads in the execution of Conferences in collaboration with our Marketing team. Our team will be engaged in over 60 events in 2023.- Coordinates Sale staff attendance and sponsorship at industry conferences.- Collaborates with Sales Leadership around planning and executing firm led conferences.- Mentors and leads Sales operations/enablement team- Prepares presentation, proposal and agreement materials in conjunction with sales staff. Maintains library of content and samples.- Collaborates with the Teams to fulfill firm RFP responses.- Develops proforma tools to estimate revenue and bottom line potential of new sales relationships.- Conducts post sale activity reporting and client revenue calculations and reporting.- Generates monthly/quarterly billings/statements.- Manages onboarding of large relationships and manages outsourced relationships.- Business Liaison to IT- Create marketing collateral independently and in conjunction with firm Marketing resources.- Coaches staff and acts as resource on effective use of Salesforce.com.Millennium Trust is a leading financial services company offering niche alternative custody solutions such as automatic rollover solutions. We are a leading automatic rollover IRA provider offering efficient and flexible rollover solutions for ongoing, terminated and abandoned plans. For more information on rollover solutions visit www.mtrustcompany.com. Show less
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Marketing Product Manager
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Mar 2007 - Mar 2010
· Assists in creating, implementing and overseeing communications in assigned product lines.· Manages various vendor relationships such as graphic designers, printers, mailers and search engine optimization consultants.· Assists in the creative development and production of sales support and marketing collateral materials including brochures, fact sheets, email communications, presentations and direct mail.· Develops and performs analysis of sales results for assigned product lines.· Performs revenue sharing calculations and recommends payment to referring plan sponsors.· Coordinates search marketing efforts through natural search and selected PPC campaigns.· Oversees the creation and consistency of company listings and links in on-line directories.· Monitors key word ranking and ensures the timely adjustment of the search marketing strategy to meet changing market conditions. Show less
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CNA Insurance
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United States
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Insurance
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700 & Above Employee
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Senior Financial Analyst - Reinsurance Operations
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2005 - 2007
· Owned production of a biannual treaty placement book for senior management describing treaty reinsurance coverage and brokerage fees and analyzing the financial condition of reinsuring companies.· Researched and reported financial performance/strength of reinsurers using various web-based tools.· Monitored and reported financial news and rating agency actions.· Performed annual reinsurer licensing review resulting in minimizing Schedule F penalty to surplus.· Designed and implemented three Access database tools: to facilitate Schedule F Reinsurance Recoverables reporting to senior management; to create reporting identifying and describing approved reinsurers; and to track and report reinsurer rating agency status.· Prepared analyses and meeting materials for internal corporate committee regulating reinsurer usage. Show less
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Senior Accountant - Reinsurance Operations
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2002 - 2005
· Initiated premium payment for CNA treaties and calculated premium and commission adjustments in accordance with contractual obligations.· Analyzed and documented Accounting operating processes as part of a SOX work team. · Led project team which initiated, developed and launched an Access database prompting and tracking treaty payable activity. Managed subsequent enhancements soliciting input from end users.· Applied cash to processing in ProCede subledger. Prepared journal entries for corporate general ledger (PeopleSoft).· Reconciled historical customer accounts resulting in premium collection over $4M and in correction of general ledger. · Performed system testing for ProCede upgrade. Show less
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Business Analyst - Group Reinsurance
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1999 - 2002
· Analyzed and processed reinsurance transactions for medical facultative/treaty receivables and payables.· Closed journals and performed associated monthly reconciliations.· Compiled and calculated payment of Medical and Life/AD&D Retrocessional premium payments. · Automation of manual processes increasing efficiency and consistency using Excel and Access saving 16 hours monthly.· Participated on interdisciplinary process improvement teams resulting in Accounting operating procedures being revised and documented. Show less
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Business Analyst - Group Benefits
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1996 - 1999
· Designed program for identifying due, but unpaid premium on terminated policies and securing collection. Program generated over $500K in recoveries in first eight months and ultimately over $1M in total.· Constructed annual budgets for 3 staffed and 2 revenue/expense-based cost centers with budgets ranging from $500K to over $1.5M. · Analyzed budgets, performed variance analysis and reforecasted budgets.· Calculated, monitored/audited fees due to vendors in excess of $500K monthly.· Developed requirements, performed testing, designed training materials for module to new Facets billing/claims processing system. Show less
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Education
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Illinois State University
BS Ed., Education, Concentrations in Mathematics and English
Community
