Barbara Cantello

• Managed relationships with 5 of the largest broker dealer partners, overseeing assets under management exceeding [specify amount].
• Spearheaded new sales initiatives and cultivated opportunities to expand Nationwide's Sales Distribution.
• Cultivated robust internal and external relationships, leveraging them to enhance external partnerships and drive business growth and revenue.
• Formulated tailored strategic business plans and documentation for each Broker Dealer, fortifying and enhancing Nationwide's partnerships.
• Orchestrated customized marketing campaigns for partners, enabling advisors to expand their retirement practices.
• Facilitated regular meetings and calls to foster collaboration between Partners and Financial Professionals, ensuring alignment with strategic objectives.

• Responsible for managing the Broker Dealer Channel which consists of 600 Wire Houses, Broker Dealers, and Independent Firms which totals over 16 billion in assets under management
• Developed a Key Account Team that is responsible for building and growing partnerships with strategic and key relationships
• Created and implemented a Key Account Strategy for Transamerica Responsible for working with the entire Transamerica Sales and Service Organization to educate and build relationships with various key partners
• Negotiate service level agreements for new and existing relationships
• Oversee and manage partnership plan retention and growth
  Represent TRS at major industry events and conferences

• Responsible for managing 14 Alliance partnerships that total over $11 Billion in assets and over 27,946 plans
Created formal Governance programs for the MLConnect program that allows Alliance Services to assist partners with retention and growth as well as monitoring and managing compliance and privacy regulations
• Implemented internal and external Governance programs for Alliance partnerships as well as the Integrated Partnerships
• Responsible for managing and maintaining client retention and
growth
• Negotiated contracts and service level agreements for new and existing relationships
• Designed and managed ongoing transition project plans
•Monitored and managed compliance regulations, exposure reporting, and billing for all relationships
• Managed a team of 10 employees that were responsible for the daily operations, service, and Governance for the 14 Alliance MLConnect partnerships
Set performance objectives for Alliance Service team and managed career development for project leaders

• Managed Corporate and Institutional Client Service department which included the overall quality and delivery of services to clients in the 1-100 million asset range
• Responsible for managing 25 Account Executives
• Created the Financial Advisor Satisfaction Committee which lead to the overall increased satisfaction levels from 40% to 70% within the first year
• Communicated changes, accomplishments and roll out of key initiatives to plan sponsors and branch offices

• Managed the Transaction Processing, Data Entry and Mailroom Departments which totaled over 75 employees
• Processed the daily operation of distributions, loans, payroll contributions, and participant transactions for 3000 plans supported on two recordkeeping platforms
• Responsible for transitioning the Unisys recordkeeping platform onto the MLII platform while maintaining service levels
• Formalized and implemented procedures for standard and exception processing

• Handled the daily client contact for 25 large market multi-million dollar clients
• Responded to inquiries related to compliance testing, conversion and overall maintenance of client accounts
• Prepared quarterly valuations and participants statements
• Performed compliance testing, analyzed results and advised clients as to the options for corrective action