Overview

Strategic Sales Enablement Leader and Relationship Management professional with experience in Retirement, Insurance, and Financial Services. Skilled at engineering product solutions around retirement plan design and behavioral finance principles. Demonstrated success in retaining and expanding existing client relationships, generating new business. Expertise in the creation and execution of sales initiatives that include investments, stable value, employee benefits, HSA/FSA/HRA, emergency savings, 529, student loan programs, and other financial wellness offerings.