Wallace Blankenbaker

Founder and Managing Partner of Retirement Leadership Forum. Our mission is to serve the research and advisory needs of senior executives at the leading providers of employer-sponsored plans, retirement products, and retirement investment solutions. We offer a full suite of executive decision-making resources, each focused on a simple concept: helping executives affect change that drives growth and profitability.

Facilitate two executive networking groups in the wealth management space. One is restricted to heads of wealth management at major North American firms. The second is for Chief Investment Officers at these same firms.

Managed P&L for global operations of the Retirement and Wealth Management strategic research and consulting practices. Responsibilities included: • Managed staff of 15 FTEs in research, consulting, sales, and account management • Oversaw production of all research and ensured quality of insights and client recommendations • Oversaw all sales and account management activities • Coached staff on using hypothesis-based methodologies for problem identification and solutions development • Advised senior-level financial services executives on strategies to improve product development, sales effectiveness, advisor productivity, and client management Achievements included: • Achieved top business performance in financial services group for 5 straight years (2004-2008) • Awarded 2004 “Program of the Year” award for best business performance of 3o CEB practices • Launched new retirement practice in 2001; built into $2MM+ business for the firm • Rebuilt wealth management business from average results to the top performer in financial services in 2008

Principal consultant in the Finacial Services Group. Led projects for large banks in the consumer lending and mortgage areas.