Experience

Pinnacle Pension Consultants, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Retirement Plan Strategist

  • Mar 2022 - Present



PlanPILOT

• United States
• Financial Services
• 1 - 100 Employee

• Senior Consultant

  • Jan 2020 - Mar 2022

  Senior consultant specializing in strategic planning and helping clients improve the effectiveness of their retirement plans. Expert in fiduciary process, plan governance, mutual funds, annuities, investment menu design, advisory services, and fee analysis. Senior consultant specializing in strategic planning and helping clients improve the effectiveness of their retirement plans. Expert in fiduciary process, plan governance, mutual funds, annuities, investment menu design, advisory services, and fee analysis.



Pinnacle Pension Consultants, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Investment Consultant | Partner

  • Oct 2017 - Feb 2020

  Independent investment advisor and retirement plan consultant focusing on helping employers and not-for-profit institutions meet their fiduciary obligations and help their employees and plan participants. Independent investment advisor and retirement plan consultant focusing on helping employers and not-for-profit institutions meet their fiduciary obligations and help their employees and plan participants.



TIAA

• United States
• Financial Services
• 700 & Above Employee

• Director, Client Strategy and Executive Relations

  • Jan 2015 - Nov 2016

  Developed strategy and execution plan to integrate activities across Investment Management, Consultant Relations and Communications and Education teams to improve the effectiveness of TIAA's client service teams. Led initiative to enhance relationships with TIAA clients by proactively connecting TIAA's C-suite and executive team with the senior leadership at client institutions.

• Senior Relationship Manager

  • Dec 2010 - Dec 2014

  Manage all aspects of client relationships with TIAA's most prestigious higher education and research institution clients. Lead a variety of strategic initiatives to enhance the TIAA client experience, including business planning, investment reviews and thought leadership.



Financial Engines

• United States
• Financial Services
• 100 - 200 Employee

• Director, Client Strategy

  • Apr 2008 - Nov 2010

  Led growth initiatives, partnering with Relationship Managers and Financial Engines' clients to increase adoption of investment advisory services to improve plan participants asset allocation, increasing their prospects for a secure retirement. Led growth initiatives, partnering with Relationship Managers and Financial Engines' clients to increase adoption of investment advisory services to improve plan participants asset allocation, increasing their prospects for a secure retirement.



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Managing Director

  • 1993 - 2008

  Manage all aspects of Fortune 100 and Fortune 500 relationships for retirement, defined benefit, health and welfare services. Manage all aspects of Fortune 100 and Fortune 500 relationships for retirement, defined benefit, health and welfare services.



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Manager

  • 1991 - 1993



The Wyatt Company

• Consultant

  • 1987 - 1991