Mark Brunner
Morgantown,PA
Summary
Performance-driven Vice President with 25 years of experience aligning systems with business requirements, policies and regulatory requirements. Passionate about applying excellent organization and communication skills to manage and lead teams. Results-oriented individual well-versed in interfacing and consulting on business processes to drive results based on sound overall business judgment.
Overview
24
24
years of professional experience
1
1
Certification
Work History
VP of Clients Relationships & Operations
Equitable Financial (DBA Karr Barth Administrators) Executive Non-qualified Deferred Compensation
2002.10 - Current
- Oversee daily and long-term operations of mid-sized firm in executive benefits industry
- Adept at discussing various strategic corporate funding options and plan design features with existing clients or potential clients
- Act as liaison between clients, company, and technology for change management and build c-suite relationships with decision makers
- Retained 98% of client base and added additional $75 million in revenue from upselling to existing client relationships over last 5 years
- Manage client contract renewals (SOW and master service agreements)
- Lead nationwide service team of 10 employees who service over 40 clients, including major Fortune 500 companies, with $5B+ in assets and liabilities.
Director of Operations, Marketing and TPA Relations
Nationwide Financial
2000.08 - 2002.10
- Managed multiple departments including investments, distributions, client services, sales and marketing, pricing, and budgeting
- Evaluated existing business gaps to document and work on improvements with internal and external stakeholders
- Identified and proposed new business plans with TPA and internal partners on direction department would take and how to achieve goals
- Increased sales within first six months by 25% and by 40% in first year
- Formulated standard operational procedures, selected systems, and led weekly calls with IT and sales teams to ensure milestones and deadlines were met
- Led cross-functional teams for successful completion of projects, resulting in increased productivity.
Marketing Relationship Manager
Ascensus Retirement Services
- Worked closely with financial partners to ensure product satisfaction. Proactively made outbound calls to partners to review services and give updates on new enhancements.
- Held quarterly performance meetings to review service goals for past quarter and project goals for upcoming quarter.
- Managed partner level projects, such as, fund closings, marketing materials and service enhancements.
- Helped regional Vice President of Sales develop strategies for producing future sales from each partner.
Real Estate Agent/Foreclosure TPA
Remax and Meritus
- Responsible for directing foreclosure process with attorney's, retaining real estate agent in specific market (all over country), hire contractors as needed and work with agent on marketing plan
- Retained title companies to perform closing throughout various markets across country
- Increased property sales by implementing innovative marketing strategies and utilizing social media platforms.
- Developed strong relationships with mortgage brokers, attorneys, and other professionals to streamline home buying process for clients.
Education
Bachelor of Science in Marketing -
Rowan University
NJSkills
- Qualified and Non-Qualified Retirement Plan Expert
- Strategic Business Planning
- Cost Control
- Stakeholder Engagement
- Continuous Improvement
- Vendor Management
- Project Management
- Training & Mentoring
- Business Development
- Risk Mitigation
- Change Management
- Financial Management
- Data Analysis
- Partnership Management
Accomplishments
- Expert TPA and customer relationship builder with proven record of client growth - $500 million over the last 5 years.
- Spearhead and oversee yearly revenue growth of 8-10% through strategic cross-selling techniques.
Certification
FINRA Series 6 License
Timeline
VP of Clients Relationships & Operations
Equitable Financial (DBA Karr Barth Administrators) Executive Non-qualified Deferred Compensation
2002.10 - Current
Director of Operations, Marketing and TPA Relations
Nationwide Financial
2000.08 - 2002.10
Marketing Relationship Manager
Ascensus Retirement Services
Real Estate Agent/Foreclosure TPA
Remax and Meritus
Bachelor of Science in Marketing -
Rowan University
FINRA Series 6 License
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Affiliations
- Challenger Baseball League for children and adults with special needs
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