Neal Ringquist
Chief Revenue Officer at Retirement Clearinghouse- Claim this Profile
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Bio
Andrew Huddart
I had the pleasure of working with Neal when I took over as CEO at mPower in 2001. I quickly realized Neal was a key member of the management team, not only because of his excellent strategic thinking and managerial skills, but also for his detailed understanding of the wealth management space. Neal was well respected by the Board, and instrumental in the successful sale of mPower to Morningstar and its subsequent integration. As well as a possessing a sharp intellect which serves him well in strategic thinking and planning, Neal is very effective on a day-to-day business level in communication and driving for results. At mPower I observed that Neal was highly liked and respected by all the constituencies he served: clients, investors, direct reports. peers and, most importantly of all, customers and partners. I would love to work with him again someday.
Andrew Huddart
I had the pleasure of working with Neal when I took over as CEO at mPower in 2001. I quickly realized Neal was a key member of the management team, not only because of his excellent strategic thinking and managerial skills, but also for his detailed understanding of the wealth management space. Neal was well respected by the Board, and instrumental in the successful sale of mPower to Morningstar and its subsequent integration. As well as a possessing a sharp intellect which serves him well in strategic thinking and planning, Neal is very effective on a day-to-day business level in communication and driving for results. At mPower I observed that Neal was highly liked and respected by all the constituencies he served: clients, investors, direct reports. peers and, most importantly of all, customers and partners. I would love to work with him again someday.
Andrew Huddart
I had the pleasure of working with Neal when I took over as CEO at mPower in 2001. I quickly realized Neal was a key member of the management team, not only because of his excellent strategic thinking and managerial skills, but also for his detailed understanding of the wealth management space. Neal was well respected by the Board, and instrumental in the successful sale of mPower to Morningstar and its subsequent integration. As well as a possessing a sharp intellect which serves him well in strategic thinking and planning, Neal is very effective on a day-to-day business level in communication and driving for results. At mPower I observed that Neal was highly liked and respected by all the constituencies he served: clients, investors, direct reports. peers and, most importantly of all, customers and partners. I would love to work with him again someday.
Andrew Huddart
I had the pleasure of working with Neal when I took over as CEO at mPower in 2001. I quickly realized Neal was a key member of the management team, not only because of his excellent strategic thinking and managerial skills, but also for his detailed understanding of the wealth management space. Neal was well respected by the Board, and instrumental in the successful sale of mPower to Morningstar and its subsequent integration. As well as a possessing a sharp intellect which serves him well in strategic thinking and planning, Neal is very effective on a day-to-day business level in communication and driving for results. At mPower I observed that Neal was highly liked and respected by all the constituencies he served: clients, investors, direct reports. peers and, most importantly of all, customers and partners. I would love to work with him again someday.
Experience
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Retirement Clearinghouse
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United States
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Financial Services
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1 - 100 Employee
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Chief Revenue Officer
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Oct 2014 - Present
Retirement Clearinghouse (RCH) is a leader in providing retirement plan sponsors with portability services to help employees move and consolidate their retirement savings accounts. RCH provides unbiased, personalized assistance to make portability and consolidation easier and to promote better management of retirement savings, regardless of employees’ account balance. The company’s programs have been cited as a model for reducing cashouts and improving retirement outcomes for both employers and employees. With an experienced management team and a long track record of thought leadership, RCH is committed to lowering employer and employee costs, managing employers’ fiduciary risk, and increasing retirement plan assets. Show less
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MONDO Financial
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San Francisco Bay Area
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Strategic Advisor
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Dec 2013 - Dec 2014
MONDO is a Personal Financial Management company focused on helping the Millennial Generation save for and fund financial goals through an innovative “pay yourself first” mobile application tied to an online asset management account. • Provide guidance on product marketing strategy and business plan. MONDO is a Personal Financial Management company focused on helping the Millennial Generation save for and fund financial goals through an innovative “pay yourself first” mobile application tied to an online asset management account. • Provide guidance on product marketing strategy and business plan.
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Advisor Software (ASI)
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United States
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Software Development
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1 - 100 Employee
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President
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Apr 2005 - Sep 2014
ASI is a financial technology company developing SaaS solutions that help financial advisors develop, communicate and service advice recommendations. ASI is a financial technology company developing SaaS solutions that help financial advisors develop, communicate and service advice recommendations.
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Morningstar
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United States
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Financial Services
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700 & Above Employee
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Vice President
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Jul 2003 - Apr 2005
Morningstar is the leading provider of independent investment research and data in North America, Europe, Australia, and Asia. mPower was aquired by Morningstar, and absorbed into the Registered Investment Advisor subsidiary of Morningstar. Led sales for the online 401(k) participant advice program. Morningstar is the leading provider of independent investment research and data in North America, Europe, Australia, and Asia. mPower was aquired by Morningstar, and absorbed into the Registered Investment Advisor subsidiary of Morningstar. Led sales for the online 401(k) participant advice program.
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Executive Vice President
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1999 - 2003
Led sales, marketing and client service for an internet-based investment advice company. Participated in all strategic decision making as part of a five-person senior management team, including acquisitions, capital raising and strategic planning. Involved in all facets of the successful sale of mPower to Morningstar. Led sales, marketing and client service for an internet-based investment advice company. Participated in all strategic decision making as part of a five-person senior management team, including acquisitions, capital raising and strategic planning. Involved in all facets of the successful sale of mPower to Morningstar.
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Wells Fargo
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United States
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Financial Services
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700 & Above Employee
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Senior Vice President
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Apr 1990 - Jan 1999
Created and managed $7 billion insitutional investment unit consisting of portfolio management, collective trust fund administration and non-proprietary fund relationship management. Created and managed $7 billion insitutional investment unit consisting of portfolio management, collective trust fund administration and non-proprietary fund relationship management.
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Education
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The University of Chicago - Booth School of Business
MBA, Finance -
Middlebury College
BA, Economics
Community
