Experience

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  Eagle Life Insurance Company

  • West Des Moines, Iowa, United States

  • Sr. National Accounts Manager

    • Mar 2021 - Present
    • West Des Moines, Iowa, United States

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  Prudential Financial

  • Shelton, CT

  • Vice President, Sr. Strategic Relationship Manager

    • Apr 2019 - Mar 2021
    • Shelton, CT

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  Great-West Financial

  • Greenwood Village, CO

  • National Accounts Director

    • Jan 2017 - Apr 2019
    • Greenwood Village, CO

    Identify and develop new relationships with independent, bank and wirehouse broker-dealers for annuity and life products. Serve as the lead business development contributor outlining opportunities and strategies for product expansion to meet and exceed sales goals.• Negotiate strategic sponsorship/revenue-sharing agreements.• Led Ladenburg #3 and Cetera #4 in overall sales accounting for 19% of third party sales.• Successfully launched ILVA in all key focus firms accounting for 25% of total ILVA sales.• Launched new distribution and product relationships with Janney, NPH and AIMCOR.

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  AIG

  • Woodland Hills, CA

  • Vice President, Head of Strategic Accounts - Wirehouse & Regionals

    • 2007 - 2016
    • Woodland Hills, CA

    Directed all strategic account management in wirehouse and national bank programs, representing $2,000,000,000 in sales. Drove sales with existing accounts while identifying and developing new relationships in all channels of distribution. Developed and maintained strategic relationships with executives and key personnel in all major accounts, including Bank of America Merrill Lynch, Morgan Stanley, UBS, and Wells Fargo. Presented monthly to executive management team, outlining strategic initiatives, sales forecasts, product developments, and successful marketing campaigns that increased sales and market share.• Launched 25 FIA products in ten firms, accounting for average sales increase of 780% in 2015.• Regained top three ranking at Morgan Stanley, UBS, and Wells Fargo in 2014.• Awarded prestigious “2013 Carrier of the Year” achievement at Wells Fargo.• Developed strategic plans for BoA Merrill Lynch, Morgan Stanley, UBS, and Wells Fargo.• Implemented tools for analysis of division and wholesaler productivity with focus firms.• Negotiated strategic sponsorship/revenue-sharing agreements at major broker-dealers. • Introduced matrix management structure in wirehouse channel. • Led team of strategic account managers with matrix reports for mutual funds and life insurance.• Conducted one-on-one meetings with all direct-report managers to ensure top performance.

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  Allianz Life

  • Greater Minneapolis-St. Paul Area

  • Vice President, Head of National Accounts - Wirehouse

    • Sep 2005 - Aug 2007
    • Greater Minneapolis-St. Paul Area

    Identified and developed new relationships with wirehouse and regional broker-dealers. Launched UBS Financial Services and Wachovia relationships, representing $14,000,000,000 in annuity sales. Served as key contributor to development of channel; leading wholesaler calls, developing channel business plan as well as education and training. • Increased awareness and knowledge of channel both externally and internally.• Exceeded goals and ensured firm strategies aligned with broker-dealers. • Maintained in-depth knowledge and understanding of compliance, product, and operations.• Managed budget for all firms in channel, being mindful of budget management process.• Proactively identified, prioritized, and managed competing opportunities at assigned accounts.

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  Putnam Investments

  • United States
  • Financial Services
  • 700 & Above Employee

  • Vice President, Relationship Manager

    • Jul 2002 - Sep 2005

    Responsible for driving strategic initiatives and sales at numerous investment only relationships including Hartford/PLANCO, John Hancock and MetLife. Hartford/PLANCO was the largest relationship with assets of $16,000,000,000. Oversaw all sales strategies and plans to achieve sales objectives. Managed and coordinated budget, attendance, sponsorship, and speakers. Trained and developed wholesalers and sales desk on investment process, strategy, and sales approach. Coordinated and implemented training with Putnam key accounts, sales desk, and wholesalers.

  • Vice President, Relationship Manager

    • Jun 1999 - Sep 2005

    • Responsible for driving strategic initiatives at Chase, MetLife, UBS and AG Edwards. • Developed the overall relationship with senior level contacts at key firms.• Focused on platform sales and increasing rank and market share. • Negotiated revenue sharing agreements with key firms.• Coordinated and attended regional and national conferences.• Analyzed sales and market-share data to design and implement appropriate marketing plan.

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  Putnam Investments

  • United States
  • Financial Services
  • 700 & Above Employee

  • Senior Regional Marketing Associate

    • Aug 1995 - Apr 1999

    • Internal wholesaler for $800,000,000 territory, responsible for mutual funds and annuities.• Maintained business relationships with key home office contacts and field representatives.• Increased sales throughout the territory through extensive home office support and field travel.

  • Wholesaler Support Representative

    • Jul 1993 - Aug 1995

    • Resolved all escalated operational problems on client’s accounts and retirement plans.• Coordinated other support areas of the company to reach problem resolution.

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  John Hancock Financial Services

  • Greater Boston Area

  • Financial Consultant

    • Jan 1993 - Jun 1993
    • Greater Boston Area

    • Represented and distributed proprietary investment and insurance products to retail clients.• Established meetings with prospective clients to analyze their financial potential.