Experience

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  eXp Realty

  • Real Estate Agent

    • Apr 2019 - Present

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  Better Homes and Gardens The Masiello Group

  • Bedford, New Hampshire

  • Real Estate Agent

    • Apr 2018 - Apr 2019
    • Bedford, New Hampshire

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  Keller Williams Metropolitan

  • Bedford, NH

  • Real Estate Agent

    • Apr 2017 - Apr 2018
    • Bedford, NH

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  TIAA-CREF

  • Serving Clients Nationwide

  • Senior Relationship Manager, Institutional Client Services

    • Dec 2007 - Jun 2015
    • Serving Clients Nationwide

    Leadership responsibility for a cross-functional service team delivering service excellence to the firm's largest and most influential clients. Proactive, experienced Relationship Manager frequently participating in Sales Finals, Requests for Proposals and Competitive Intelligence planning with Sales and Marketing business partners.Managed Service Level Agreements, Recordkeeping/Trust Contracts and Plan Pricing for $10 Billion book of business.Strengthened existing and developed new C-Suite relationships.Served as a mentor for on boarding new members of the Relationship Management and Client Service Teams.

• 

  Fidelity Investments Institutional Client Services

  • Serving Clients in the Northeast

  • Senior Relationship Manager

    • Jun 2000 - Nov 2006
    • Serving Clients in the Northeast

    Led Service Team for many of the firm's largest Tax Exempt clients.Delivered Plan Economic, Investment and Strategic Plans to clients.Managed revenue and expenses for $8 Billion book of business.Partnered closely with network of Investor Centers to deliver successful outcomes to clients and expand the business.

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  Scudder Investments

  • Boston, MA and Salem, NH

  • Manager, Institutional Client Services

    • Mar 1991 - Jun 2000
    • Boston, MA and Salem, NH

    Variety of roles with leadership responsibilities designed to deliver service excellence and product innovation as well as grow the business. As Vice President for Retirement Plan Operations, this Senior Leadership position cross-functionalized multiple teams, including Fund Trading, Cash Reconciliation Investment Operations and Client Services. Also developed User Acceptance and Business Process Improvement teams.Serving as Team Manager, Defined Contribution Services, successfully created and executed a new business strategy to migrate firm's small retirement plan business to a more cost effective platform and service model.