Experience

EPIC Retirement Plan Services

• United States
• Financial Services
• 100 - 200 Employee

• Retirement Plan Specialist

  • Apr 2023 - Present

  Boston, Massachusetts, United States EPIC RETIREMENT PLAN SERVICES has been partnering with banks and trust companies nation-wide for over 25 years providing recordkeeping and administrative support for their retirement plan practices and strengthening their brand by delivering, first to market, expert, white label solutions. The depth of experience and dedication to customer service that has been appreciated and trusted by banks and trust companies for decades continues to be recognized by all our clients, receiving… Show more EPIC RETIREMENT PLAN SERVICES has been partnering with banks and trust companies nation-wide for over 25 years providing recordkeeping and administrative support for their retirement plan practices and strengthening their brand by delivering, first to market, expert, white label solutions. The depth of experience and dedication to customer service that has been appreciated and trusted by banks and trust companies for decades continues to be recognized by all our clients, receiving PLANSPONSOR magazine's Best-in-Class decoration two years in a row, solidifying the respect of trusted advisors looking for comprehensive, in house consulting services and resources required to broaden and differentiate their practice with both DC and DB plan solutions. Show less



Paychex

• United States
• Human Resources Services
• 700 & Above Employee

• Regional Retirement Sales

  • Mar 2022 - Mar 2023

  United States



TD Ameritrade Institutional

• United States
• Financial Services
• 200 - 300 Employee

• Vice President Retirement Plan Solutions

  • Dec 2013 - Dec 2021

  Massachusetts TD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 4,000 fee-based, independent registered investment advisors (RIAs). We provide a suite of solutions designed to help advisors build their businesses and meet their clients’ financial goals. We also understand the importance of being a fiduciary and are firmly committed to advocating on behalf of RIAs and their clients. Directly responsible for soliciting and managing relationships with… Show more TD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 4,000 fee-based, independent registered investment advisors (RIAs). We provide a suite of solutions designed to help advisors build their businesses and meet their clients’ financial goals. We also understand the importance of being a fiduciary and are firmly committed to advocating on behalf of RIAs and their clients. Directly responsible for soliciting and managing relationships with Registered Investment Advisors and providing them with retirement plan solutions to help grow, diversify and insulate their businesses. Show less



Credit Suisse

• Switzerland
• Banking
• 700 & Above Employee

• Vice President Private Banking USA

  • Oct 2011 - Dec 2013

  Boston, MA Wealth partner, working closely to help get the most out of HNW and UHNW client's wealth by connecting them with internal and third-party specialists who can structure, implement and execute holistic tailor-made solutions and services, taking into account complex needs, business interests, private financial specifications, risk tolerance, liquidity requirements and time. Solutions include alternative investments, discretionary managed portfolios, equities, fixed income, foreign exchange… Show more Wealth partner, working closely to help get the most out of HNW and UHNW client's wealth by connecting them with internal and third-party specialists who can structure, implement and execute holistic tailor-made solutions and services, taking into account complex needs, business interests, private financial specifications, risk tolerance, liquidity requirements and time. Solutions include alternative investments, discretionary managed portfolios, equities, fixed income, foreign exchange, lending, managed accounts and structured notes. Business development of large institutional corporate and non-profit retirement plans through Credit Suisse Investment Consulting Solutions as outsourced CIO, discretionary and non-discretionary investment management. Provide consultation services to plan sponsors of defined contribution plans for the selection of bundled or unbundled plan providers. Provide guidance wtih investments, plan design, compliance monitoring, 3(16) 3(38) 3(21) services and participant enrollment/education/asset allocation. Show less



TMT Real Estate

• United Kingdom
• Real Estate

• MA Registered Real Estate Agent

  • Nov 2010 - Dec 2013

  Massachusetts Purchase and sell Real Estate for personal transactions and investment purposes.



ING U.S. Retirement formerly CitiStreet

• Vice President Sales and Management

  • Sep 2001 - Sep 2011

  Massachusetts Vice President Sales and Sales Manager for the American Bar Association Retirement Funds, a retirement plan solution offered exclusively to law firms through ING. ABA RF is comprised of nearly 4,000 retirement plans with $5 billion in assets and over 37,000 participants. Responsible for national direct sales to mid-size law firms, regulatory and plan design consultation, plan level administration and recordkeeping, compliance guidance, fiduciary guidance, plan conversions and… Show more Vice President Sales and Sales Manager for the American Bar Association Retirement Funds, a retirement plan solution offered exclusively to law firms through ING. ABA RF is comprised of nearly 4,000 retirement plans with $5 billion in assets and over 37,000 participants. Responsible for national direct sales to mid-size law firms, regulatory and plan design consultation, plan level administration and recordkeeping, compliance guidance, fiduciary guidance, plan conversions and participant enrollment/education. Show less



Putnam Investments

• United States
• Financial Services
• 700 & Above Employee

• Internal Retirement Plan Wholesaler

  • Sep 1997 - May 2001

  Boston As an advisor sold 401(k) specialist, responsibilities included working as part of an internal and external wholesaling team to increase sales of Putnam full service 401(k) and Investment Only products through pro-actively telemarketing financial advisors in assigned territory. Educated advisors about Putnam's solutions and expanded relationships through external TPA resources.