Manager Customer Service

THOMAS E. ATKINSON

*** ***** *****, ***** ********, CO 81505 970-***-****

******@*******.***

QUALIFICATIONS

I am a seasoned professional with expertise in the qualified plans services

industry. Managers and co-workers describe me as hard working,conscientious, motivated, competent, professional, and pleasant to work

with.

CAREER HIGHLIGHTS

Customer service working with key company executives and their employees as

a relationship manager.

Administration and consulting experience working with all types of

retirement plans. Strong knowledge of ERISA and Qualified Plan

regulations.

Marketing and sales experience through selling, promoting and developing

retirement products and business.

PROFESSIONAL EXPERIENCE

Relationship Manager/Consultant, 2010 to present

Work with May Investments in soliciting and bundling qualified plan

services. Act as primary contact/relationship manager with clients,

conduct employee enrollment meetings, review plan services and investment

performance with employers, review reports and services.

Mesa Valley Vision School, 2008 to present

Finance Administrator (Part time) Responsible for developing and

administering funding policies, submitting and tracking expenses, preparing

annual budget and financial statements.

Mesa State College, 2009 to present

Adjunct Professor, Teach a "Principals of Marketing" class

Alpine Bank, 2006 to 2010

Employee Benefit Specialist (Part time) Managed qualified plans. Included

business development, preparing and conducting employee meetings, reviewing

services and fees, plan documents, and investment performance. Ensured

compliance with ERISA and other applicable laws. Provided consulting and

plan design work. Also was responsible for preparing and presenting sales

proposals.

Retirement Outfitters, LLC, 2005 to 2006

President Solicited and marketed new business development. Selected and

coordinated appropriate plan services and for clients. Provided consulting

services. Conducted employee meetings and acted as relationship manager

for employers' qualified plan services.

Wells Fargo Bank, 1996 to 2004

Relationship Manager Responsibilities were the same as at Alpine Bank.

Successfully achieved all goals related to new business and cross sales

opportunities. Ensured profitability with each client by streamlining

appropriate services and adjusting fees. Participated and helped with

various community events including the annual March of Dimes fundraiser,

the Wells Fargo Golf Tournament and the Wells Fargo Ski Cup in Winter Park.

First Trust Corporation, 1981 to 1995

Qualified Plans Manger, 1995 Co-managed a department of 35 employees

handling qualified plans. Responsibilities included marketing, budgeting,

planning, supervising, and negotiating services and fees with outside

vendors.

Marketing Manager, 1990 to 1994 Responsibilities included responding to

RFP's, plan design, providing technical support to a network of financial

advisors and employers. Developed new products-was one of the first to

offer a daily valuation product in Colorado. Also was one of the first to

introduced age weighted and cross tested plans. Promoted services to the

financial advisor community. Helped develop departmental goals, prepared

budgets, trained pension administrators, gave presentations and employee

meetings. Supervised personnel.

Senior Pension Administrator, 1985 to 1990 Prepared recordkeeping,

testing, 5500 tax forms, and administrative reports for qualified plans.

EDUCATION

Master of Business Administration - Finance and Marketing Emphasis,

University of Colorado, Denver

Bachelor of Science, Business Administration, Colorado State University

CONTINUING EDUCATION

Tax and Cost Accounting courses at the University of Colorado

PROFESSIONAL MEMBERSHIP

Past member of Western Colorado Human Resource Association and Western

Pension Benefits Conference.

OTHER ACTIVITIES

Every fall I teach a high school Economics or Personal Finance class.

Served as treasurer for a local church, and the Charlie Taylor Foundation

(a local non-profit organization).

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