Responsible for advisor-facing 401(k) sales, marketing and prospecting content and communications, retirement plan participant education campaigns and collateral, and department branding
Supports department business development initiatives with product sponsor firms
Holds the Accredited Investment Fiduciary® (AIF®) designation
Attended Eastern Nazarene College and Bridgewater State University
Has more than 20 years of experience in the 401(k) industry, including roles at MFS Investment Management, Sun Life, and The Hartford
