Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Hobbies
Timeline
Generic

ANDREA VASSILIADIS

Boulder

Summary

Experienced Senior Retirement Plan Consultant with over 30 years of experience in the industry. Excellent reputation for superb customer satisfaction. Organized, dependable and successful at managing multiple priorities with a positive attitude. Skilled in working in fast paced environment and adapting to new situations and challenges to best enhance successful client outcomes.

Overview

32
32
years of professional experience
1
1
Certification

Work History

Senior Sales Consultant/Retirement Plan Services

T. ROWE PRICE
12.2022 - Current
  • Partner with external sales sales professionals to aid in the development of retirement plan sales in New England.
  • Manage relationships and sales opportunities to achieve strategic sales goals for the year.
  • Provide exceptional customer service, addressing concerns promptly and professionally.
  • Develop deep ongoing relationships with advisors and TPAs.
  • Boost sales revenue by developing and implementing effective sales strategies.

Senior Retirement Plan Consultant

GOLDMAN SACHS
07.2019 - 06.2021
  • Goldman Sachs acquired The PFE Group effective July 1, 2019
  • Maintained position described below with The PFE Group

Senior Retirement Plan Consultant

THE PFE GROUP
09.2016 - 07.2019
  • Managed all aspects of operations, education and compliance for over 20 mid to large plan clients
  • Conducted quarterly plan committee meetings and advised on optimizing healthy participant outcomes through plan design and education
  • Oversaw vendor searches, implementations and conversions
  • Guided clients through compiling important financial histories and documentation for evaluation.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.

Senior Consultant / Partner

CAFARO GREENLEAF
06.2014 - 09.2016
  • Serviced over 25 small to mid sized plans, providing periodic reviews, education workshops and plan wellness consultations
  • Performed analyses and benchmarking of appropriate vendor platforms, managed implementations and conversions

Owner / President

TRIPENSION ASSOCIATES
02.2007 - 09.2016
  • Consulted on existing TPA business of over 40 clients while growing Advisory practice to over 30 clients
  • Managed implementations and ongoing operations of all types of qualified plans
  • Performed education workshops to improve retirement outcomes

Regional Sales Director

PENSION ALLIANCE
07.2003 - 02.2007
  • Developed and operated New England office for PA based TPA
  • Grew client base averaging of 60 plans per year
  • Designed and implemented all types of qualified plans while servicing ongoing client relationships

President / Partner

THE PENSION SERVICE
01.1998 - 07.2003
  • Implemented and managed Sudbury, MA and Portland, ME locations in partnership with CT based TPA firm
  • Grew company to 16 employees, servicing over 300 clients with full TPA services for all types of qualified plans
  • Performed participant education workshops and plan reviews

Senior Pension Administrator

PENTAD CORPORATION
07.1993 - 01.1998
  • Performed all aspects of third party administration for over 60 clients

Education

BS - Finance

NORTHEASTERN
BOSTON, MASSACHUSETTS
06.1993

Skills

  • Customer Accounts Management
  • Client Relationships & Satisfaction
  • Client Needs Assessment
  • Creative Solutions
  • Strategy Development
  • Account Performance Reviews

Accomplishments

  • Recognized as NAPA Top Women Advisors 2015
  • Received Best of Marlborough Business in Pensions 2015
  • 300 Most Influential Advisors in Defined Contribution 2014

Certification

  • Series 6 & 63
  • Series 65 (not current)
  • QKA and AIFA designations

Hobbies

  • Health and Mindfulness Practices
  • Astrology and Quantum Evolution Topics
  • Time in Nature

Timeline

Senior Sales Consultant/Retirement Plan Services

T. ROWE PRICE
12.2022 - Current

Senior Retirement Plan Consultant

GOLDMAN SACHS
07.2019 - 06.2021

Senior Retirement Plan Consultant

THE PFE GROUP
09.2016 - 07.2019

Senior Consultant / Partner

CAFARO GREENLEAF
06.2014 - 09.2016

Owner / President

TRIPENSION ASSOCIATES
02.2007 - 09.2016

Regional Sales Director

PENSION ALLIANCE
07.2003 - 02.2007

President / Partner

THE PENSION SERVICE
01.1998 - 07.2003

Senior Pension Administrator

PENTAD CORPORATION
07.1993 - 01.1998

BS - Finance

NORTHEASTERN

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ANDREA VASSILIADIS