Experience

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  Prudential Financial

  • United States
  • Financial Services
  • 700 & Above Employee

  • Financial Planner

    • Dec 2016 - 2022

  • Manager, Financial Services at The Prudential Insurance Company of America

    • Dec 2016 - Apr 2020

    A Manager, Financial Services• Develops relationships with business leaders within local communities• Develops Financial Professional Associates (FPAs) in the areas of relationship-based sales process, marketing strategy and client development

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  MassMutual Financial Group

  • United States
  • Financial Services
  • 700 & Above Employee

  • Director, Brokerage & Alliance Sales (Brokerage Relationship Manager), Midwest Region

    • May 2013 - Aug 2015

    Proactively manages region and creates brokerage strategy plans that will set expectations for agency commitments to reach their business goals aligned with corporate goals. Works cross-functionally with both senior management and individual contributors; partner with stakeholders in sales, marketing and underwriting to optimize agency growth and structure through tools and initiatives in alignment with MassMutual strategic goals. Performed market share research to assess competitive position, evaluate market penetration or growth potential on a state and national level to assist with establishing premium growth goals or benchmark targets.

  • Regional Director, Alliance Sales, Midwest Region

    • Oct 2009 - Apr 2013

    Managed all aspects of alliance programs from program development through implementation with MassMutual producers and their relationships with professional firm Centers of Influence, including content strategy, joint customer targeting, events, etc. Provided professional services to identify, structure and develop strategic alliance partnerships across the career agency system to accelerate the growth of our business in this marketplace. Lead effort to assist partnerships with retaining clients, recruiting new clients, and increasing revenue.

  • Agency Director, Midwest Region

    • Mar 2009 - Sep 2009

    Business consulting with General Agent executive leadership to grow and build profitable career agencies in the Midwest region. Created and executed business plans, engaged management teams in skill building and ongoing development to improve efficacy, achieved key objectives in new agent development, net field force growth, and the overall productivity in each agency.

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  RogersCasey

  • Boston, MA

  • Associate Director, Investment Consulting

    • Sep 2006 - Apr 2008
    • Boston, MA

    Managed and coordinated full discretionary account reporting requirements for clients of this consulting company delivering strategic solutions for institutional investors. Evaluated and recommended appropriate strategic asset allocation within objectives. Led search and selection of best-in-cl...

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  Ameriprise Financial

  • Worcester, MA

  • Financial Advisor / Advisor Coach

    • Feb 2005 - Aug 2006
    • Worcester, MA

    Designed and implemented marketing program to build client base, providing comprehensive financial planning strategies. Conducted needs analysis for clients, made specific recommendations based on client objectives, and worked with client to implement programs. Sold financial products to assist...

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  Putnam Investments

  • Boston, MA

  • AVP, Client Relationship Manager

    • Oct 1993 - Feb 2004
    • Boston, MA

    Rose to the level of AVP with this financial services provider. Relationship manager and contact person for institutional clients. Interacted with all levels of client organization. Coordinated all aspects of delivery, ensured strong communications, and presented investment results to client b...