shari howard

* Wholesaled 401(k) Plan recordkeeping services to financial planners. * Developed single largest wholesale relationship with national broker/dealer positioning the company to experience a 50% increase in number of clients over the following 12 months. * Strengthened existing referral relationships with financial planners ensuring continued revenue growth at the lowest possible cost.

* Liason for client's retirement plan and internal and external partners. * Educated and consulted with clients on plan maintenance, operations, reporting and regulatory issues, avoiding and resolving plan sponsor legal breaches and penalties. * Coordinated client services with internal business partners including legal, non-discrimination testing/5500, implementation and transaction processing increasing operational efficiency for plan sponsors. * Proactively educated clients while facilitating the restatement of their plan document for GUST and EGTRRA legislation, meeting or exceeding 100% of timeline goals. * Trained and supervised 30 employees loaned to the TOA department resulting in a promotion and enabling the department to meet service standards and financial goals.

* Liason between client's retirement plan and internal and external partners. * Assisted with plan installation and document completion through proactive communications with clients and agents, decreasing black-out periods and increasing profits and client satisfaction. * Provided high quality customer service by responding quickly and accurately to client and participant inquiries regarding plan operations and investments, securing client satisfaction and retention. * Conducted on-site employee education and enrollment plans.

Tailored plan sponsor’s participant communication needs to develop an efficient, comprehensive retirement plan communication strategy, increasing employee appreciation of their retirement plan, participation and contribution levels. -Educated employees on risk/return investment decisions and tax-deferred savings through on-site enrollment meetings, increasing participant understanding and utilization of asset diversification to achieve improved investment results. -Participated on the Daily Product Development Task Force as the Communications Leader, developing a comprehensive product communications offering, increasing product marketability.

Identified new business opportunities through expansion of internal banking client relationships and developed external opportunities, completed Request for Proposals and conducted sales presentations, increasing the number of trust clients and profits. -Developed new business referral network by cultivating relationships with outside attorneys and consultants generating an expanded base of prospects.

Formulated investment policies and guidelines for large qualified retirement plans, endowments and foundations, reducing market risk to a pool of assets while increasing asset growth, and enabling clients to increase benefits available to their constituencies. -Performed and presented investment manager, Trustee, trader and 401(k) bundled service provider searches for clients, facilitating the selection of and negotiation with appropriate providers, resulting in improved investment returns and sponsor satisfaction. -Managed full spectrum of client relationships including business development through identifying leads, responding to RFPs and sales presentations; and project production, delivery and billing; resulting in client growth and retention. -Conducted asset/liability modeling studies for endowments to determine the most appropriate asset allocation to meet future income and asset growth requirements.

Graduated with honors in Business, with a minor in Music. Received full academic scholarship. Dean's List. Activities and Societies: Beta Gamma Sigma Honor Society, Wind Ensemble