MELISSA LEE LACEY
Carlsbad,CA
Summary
Experienced and enthusiastic consultant with a proven track record of success in account management for over 30 years. Demonstrates exceptional interpersonal, problem-solving, and analytical skills to provide valuable advice and expertise to client organizations, leading to improved business performance. Possesses extensive experience in operations, strategy, and finance across the retirement industry.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Client Service Executive
Marsh & McLennan Agency
08.2021 - Current
- Responsible for business development and retention goals for the retirement team.
- Lead role within the retirement service team to meet client expectations.
- Ensures client standards are met as it relates to compliance and 5500 filing procedures.
- Facilitate and deliver education presentations to both employees and the retirement committees.
- Maintain relationships with both the executive team and board members for all plans served.
401K Consultant
Lockton Inc.
12.2017 - 08.2021
- Manage and develop assigned book of clients, serving accounts ranging from $500K to $125 million.
- Lead formal presentations to prospects and existing clients.
- Provide leadership regarding strategic planning and consulting.
- Identify opportunities and gaps in plan design, administration, costs and compliance.
- Maintain a thorough knowledge of products available in the market.
- Maintain strong client relationships.
Internal Sales Consultant
Pentegra Retirement Service
01.2015 - 12.2017
- Responsible for sales and marketing support for Regional Directors.
- Generate proposals and completion of RFPs.
- Support Regional Directors in all aspects of sales and marketing.
- Relationship management.
Marketing Director
401K Direct
03.2013 - 12.2014
- Responsible for new business development with Financial Advisors, TPAs, DCIO Partners & Payroll Specialist
- Complete RFP's and present findings
- Evaluate plan design and fees to identify opportunities
- Create marketing programs and monitor effectiveness
- Review and develop strategic relationships
Client Relationship Associate
Western Wealth Management
11.2010 - 02.2013
- Manage and consult on 401K portfolios, serving accounts ranging from $250K to $13 million
- Plan sponsor/ client relationship management
- Fiduciary guidance and problem resolution
- Review and develop vendor relationships
- Conduct employee education and communication
- Acquisition and development of new business
Education
Bachelor of Science - Business Administration And Finance
California State University
Long Beach, CA05-1993
Skills
- Board and committee presentations
- Employee education/ engagement
- Client retention
- Relationship management
- Project coordination
- Plan design skills and assessment
- Excellent communication skills
Certification
- AIF, Fi 360.com, 2014
- CPFA, ASPPA, 2012
- General Securities Registered Representative (FINRA Series 7)
- Uniform Combined State Law Representative (FINRA Series 66)
- Licensed California Life Insurance Representative
Accomplishments
- ASPPA Financial Consulting Certificate
- Retire Mastery Consultant Certificate
Organizations
- Women in Pensions Network
- Long Beach State University Alumni Association
- Alpha Phi, alumni Association
Timeline
Client Service Executive
Marsh & McLennan Agency
08.2021 - Current
401K Consultant
Lockton Inc.
12.2017 - 08.2021
Internal Sales Consultant
Pentegra Retirement Service
01.2015 - 12.2017
Marketing Director
401K Direct
03.2013 - 12.2014
Client Relationship Associate
Western Wealth Management
11.2010 - 02.2013
- AIF, Fi 360.com, 2014
- CPFA, ASPPA, 2012
- General Securities Registered Representative (FINRA Series 7)
- Uniform Combined State Law Representative (FINRA Series 66)
- Licensed California Life Insurance Representative
Bachelor of Science - Business Administration And Finance
California State University
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