William Stahl
West Hartford
Summary
Versatile Managing Director with proven abilities across all levels of organizational management. Talented in developing partnerships, overseeing personnel and developing tactical plans to meet strategic goals. Proven leader with significant background in the Taft-Hartley Industry.
Overview
38
38
years of professional experience
Work History
Managing Director
Empower
04.2022 - Current
- Managing book of 23 Taft-Hartley Clients. Clients include the Washington DC based executives of the AFL-CIO, IBEW, SEIU and CWA.
- Retained three Clients through RFP with over 2 billion in assets and gained the adoption of Managed Accounts in all three (35,000 participants).
- Successfully retaining clients through the migration from Prudential.
Director
Prudential
04.2005 - 04.2022
- Worked closely with organizational leadership and board of directors to guide operational strategy.
- Assisted with sales and marketing strategies to foster achievement of revenue goals.
- Developing and maintaining close relationships with Investment Consultants - IPS and SegalMarco.
- Managed daily operations while overseeing multiple locations to foster increased productivity.
- Established departmental performance goals and provided feedback for underperforming areas.
Client Relations Specialist - Taft-Hartley
Cigna
09.1997 - 04.2005
- Collaborated with Sales and Relationship Managers to modify products and services to reflect needs of Taft-Hartley Marketplace.
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Provided accurate information about promotions, customer programs, and products, helping drive high customer retention.
Benefits Consultant
The Segal Company
01.1986 - 09.1986
- Advised clients on industry and demographic standards for benefits packages to maintain competitive offerings and maximize employee retention.
- Designed benefits packages for large group clients of over 1000 Union Members by establishing organization's needs, identifying budgetary limitations and proposing innovative methods to cut costs.
- Facilitated increased revenue by educating existing clients on additional services and products such as Actuarial reports and recordkeeping solutions.
Education
J.D. - Taxation
New England Law - Boston
Boston, MAMBA -
University of Connecticut
Storrs, CTBachelor of Science - Political Science And Government
Southern Connecticut State University
New Haven, CTSkills
- Business Planning
- Client Relationships
- Team Collaboration
- Customer Needs Assessments
- Financial Management
- Budget Development
Timeline
Managing Director
Empower
04.2022 - Current
Director
Prudential
04.2005 - 04.2022
Client Relations Specialist - Taft-Hartley
Cigna
09.1997 - 04.2005
Benefits Consultant
The Segal Company
01.1986 - 09.1986
J.D. - Taxation
New England Law - Boston
MBA -
University of Connecticut
Bachelor of Science - Political Science And Government
Southern Connecticut State University
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