Rola Ismail
Relationship Manager at Missionsquare Retirement
Based in Brighton, United States
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Seniority
Manager
Department
Sales & Business Development
Location
Brighton
Industry
Financial Services
Company size
852
Contact information
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r•••••••@missionsq.org
Phone
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Background
About Rola Ismail
At MissionSquare Retirement, my role as Relationship Manager has been characterized by a deep commitment to nurturing client relationships and ensuring the retention of key accounts within the $10M to $50M range. Leveraging my CRPS credential and extensive background in account management, I've successfully met and exceeded retention objectives by fostering trust and providing exceptional plan-related support. My expertise in plan design, annual reviews, and regulatory updates is underpinned by a passion for enhancing retirement plan services. With a proven track record at MissionSquare Retirement, we have achieved impressive enrollment and retention milestones, consistently ranking in the top tier nationally. Our team's collaborative efforts have culminated in multiple Leader Circle accolades, reflecting our shared dedication to fiduciary excellence and client satisfaction.
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