george tragas
senior relationship manager
About
Seasoned professional with extensive experience in developing, managing, and consulting client relationships in the retirement services industry. Oversee plan sponsor and advisor relationships focused on applying technology, creativity, and insights to every strategic initiative, resulting in improved retirement readiness. My mission as a practice leader is to help every plan participant retire on his or her own terms. FINRA Series 7, 6, and 63 licenses.
united states
san bruno
financial services
series 7, investments, defined benefit, relationship management, defined contribution, retirement plan consulting, series 63, series 6, business strategy, investment management, public speaking, greek, retention strategies, revenue enhancement, contract negotiation, prospecting skills
Experience
senior relationship manager
massmutual financial group
dcio institutional platform manager, retirement plan consultant, internal wholesaler
franklin templeton investments
* Provided clients with portfolio updates, attribution, cross sell opportunities. * Arranged, travel to, and conducted record keeper, plan sponsor and TPA field meetings. * Managed post sales process and maintained ongoing relationship. * Handled ad-hoc requests and executed contracts. * Liaison between PM’s, marketing, legal and operations department * Conducted proactive sales presentations to top tier producers highlighting Investment Only, FASCore and TruSource retirement solutions. * Uncovered client needs through strategic planning sessions to evaluate current vendor capabilities, investment selection, and product service enhancements. * Participated in employee enrollment meetings and ongoing educational workshops. * Territory management and liaison to National Sales Manager, preferred mutual fund partners, plan consultants and recordkeepers through proactive contact and negotiation.
dc sales, marketing, relationship management
nwk group
* Developed and managed relationships for 30 defined contribution clients with assets of 200 million. * Proactively assessed client needs through strategic planning sessions to evaluate plan design, investment direction, and product service enhancements. * Participated in initial planning sessions and provided ongoing assistance throughout the conversion process to ensure timely and accurate transition to the new service provider. * Conducted employee enrollment meetings. * Planned eight Northern California Retirement Workshops with an average of fifteen Plan Sponsors in attendance with assets exceeding 150 million. * Participated in consultant sales presentations for business development. Conducted fact-finding interviews with prospective clients in person and over the telephone. * Developed a direct marketing program providing clients and prospective clients with 401(k) industry trends, provider reviews, and participant communications
Education
san francisco state university
communication
george tragas's Contact Information
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