Michael Foster

Background

About Michael Foster

CLIENT MANAGEMENT * CONSULTATIVE SALES * OPERATIONS MANAGEMENT * BENEFITS ANALYSTInvestments / Insurance / Retirement Plans 20+ years’ experience building top-performing organizations within institutional and retail financial markets including, Investment and Insurance sectors. Absolute integrity, professionalism, and commitment to excellence.Operations Management: Manage and direct all phases of complex projects and business development efforts for retail and institutional financial service companies. Comprehensive background in qualified and non-qualified plan administration, implementation, management and service. Expertise in mutual fund and brokerage operations involving securities processing and transaction compliance. Successfully created and documented policies and procedures to streamline operations to ensure efficiency. Benefits Analyst: Detail-oriented analyst with a strong working knowledge of defined contribution and define benefit plans. Experience with Corporate Owned Life Insurance and non-qualified employee benefit plan design and financial analysis. Strong knowledge of qualified retirement plan conversion process, recordkeeping procedures, IRS, DOL, and SEC regulations.Client Management: Customer-focused leader with a history of delivering outstanding customer service in financial service organizations and benefits consulting company. Solid background of building strong relationships with institutional and retail clients educating them on various financial products, services and technology. Successfully managed relationships with Fortune 500 corporations and their executives. Sales Leadership: Unique entrepreneurial mindset and business savvy necessary to capitalize on business opportunities to increase revenue streams and bottom-line profit. Strong investment and insurance product knowledge – mutual funds, retirement plans, college savings plans, annuities, life insurance, etc.Professional Licenses: Series 7 and 66 –NASD Registered Representative • General Lines Agent –Property and Casualty – Life, Accident, Health and HMO • Chartered Retirement Plan Specialist(CRPS) • Certified Employee Benefits Specialist (CEBS) • Qualified 401(k) Administrator (QKA)- In-Process