Matthew Grise

Sales at TPS Group, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Newark, Ohio, United States, US

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Experience

    • Financial Services
    • 1 - 100 Employee
    • Sales
      • May 2023 - Present

    • United States
    • Financial Services
    • 700 & Above Employee
    • Manager, FuturePlan Service Northeast
      • Dec 2021 - Jun 2023

      Management and oversight of two private TPA acquisition firms. Responsible for all aspects of the business operation while servicing over 900 retirement plan customers. Helped integrate teams to a common functional process which adopted the processes and procedures of the larger organization. Management and oversight of two private TPA acquisition firms. Responsible for all aspects of the business operation while servicing over 900 retirement plan customers. Helped integrate teams to a common functional process which adopted the processes and procedures of the larger organization.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Manager, Relationship & Provider Support and Services
      • Mar 2021 - Dec 2021

    • Product Consultant
      • Aug 2017 - Mar 2021

    • Manager, Retirement Plan Client Services
      • Jan 2015 - Aug 2017

    • Team Lead
      • Oct 2012 - Dec 2014

    • Relationship Manager
      • Sep 2008 - Oct 2012

    • Plan Administrator
      • Apr 2003 - Aug 2008

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