Bio
Credentials
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Finra Series 6
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Experience
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United States
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Financial Services
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700 & Above Employee
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Director, Mid-Market Account Management
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Mar 2023 - Present
Director, Account Management - overseeing 11 Direct Reports of all Managers with nearly 100 Indirect Account Managers reporting to the management staff. I am directly responsible for the team of managers who work and support the Account Management Team. We are scattered all across the country and work to provide the absolute best customer service for our retirement sponsors, Advisors, and TPA Partners. We strive to be excellent internal partners with the teams we work with to maintain the highest level of satisfaction possible.
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Senior Manager
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Apr 2001 - May 2023
Sr. Manager overseeing the Mid Market Account Management Team, directly responsible for the team of managers who work and support the Account Manager Team. We are scattered all across the country and work to provide the best customer service for our retirement sponsors, Advisors, and TPA Partners. We strive to be excellent internal partners with the teams we work with as well.
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Education
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1991 - 1993Kirkwood Community College
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1990 - 1991Iowa State University
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Iowa State University
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Industry Focus. “Financial Services”
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