ashli smith

managing director

About

Assists retirement plan sponsors with their fiduciary duties through optimizing plan design, oversight of recordkeeper, assisting with employee communications, analyzing plan investment options and benchmarking plan costs.

Country

united states

City

atlanta

Industry

financial services

Skill

mutual funds, investments, retirement planning, retirement, 401k, strategy, management, financial services

Experience

vice president, retirement link

j.p. morgan

2010-9 - 2015-11 · 5 yrs 3 mos

Selling corporate retirement plan services in the Mid Atlantic and Southeast regions.

vice president operations

etf.com

2009-5 - 2010-9 · 1 yr 5 mos

Produce & market industry wide conferences & webinars. Ongoing management of advertiser and sponsor relationships.

vice president and account executive

fidelity investments

1995-6 - 2009-2 · 13 yrs 9 mos

Sold defined contribution retirement plan and payroll services in the Small Corporate Market. Created and managed client communications and corporate events for over 9000 retirement plan sponsors as well as for over 1 million retirement plan participants. Developed contents of multimedia marketing collateral including print, video, web and presentation materials to optimize overall employee education program. Delivered comprehensive and customized employee communications plans to retirement plan sponsors and participants. Managed plan sponsor relationships for defined contribution retirement plans. Verified, processed, audited and reconciled contribution and withdrawal transactions on defined contribution retirement plans.