Academic and Professional Background
Years of Experience
June 2019 - Present
Partner - ERISA Services
Bob is currently a partner at ERISA Services Inc., extension company ERISA Midwest.
October 2017 - June 2019
Vice President Sales and Marketing
Bob was the Vice President of Sales and Marketing for Qualified Plan Consultants, LLC. His primary focus for the company was to build out and manage key advisor relationships across the country, build and manage strategic alliances with vendors, recordkeepers, and investment company partners, and drive the overall profitability of sales for the company.
September 2012 - October 2017
Vice President- National Sales Director
Bob was the Vice President and National Sales Director at Goldleaf Partners. His primary focus for the company was to build out and manage the sales director team across the country, build and manage strategic alliances with vendors, recordkeepers, and investment company partners, and drive the overall profitability of sales for the company.
January 2005 - August 2012
Vice President and Marketing/Sales Manager
Vice President of Kidder Benefits Consultants, Inc. and Shareholder. Was the Sales and Marketing Manager overseeing the Kidder sales team. Acted as a Pension Plan Consultant working in Iowa to build relationships and partnerships with financial professionals, CPA's and other centers of influence to expand the sales of the company while growing revenue through increased 401k and Defined Benefit plan sales. Worked very closely with senior level management and business owners of companies to help identify the goals and objectives of the company and helped tailor solutions to meet those. Have conducted numerous seminars throughout the country on qualified plan topics and have presented many sessions for CPE, CE and CLE for various professional groups.
December 1999- December 2004
Retirement Plan Division Manager
Implemented in-house daily valuation operation. Acted as manager over all Administration, Compliance and Documents for the firm. Was a "working" Manager with a caseload. Oversaw all trading for daily system. Worked with both Relius administration (until it was replaced) software as well as ASC Daily Valuation and Administration software. Was in charge of developing new relationships and centers of influence for the firm to drive new retirement plan business to the firm. Was heavily involved with all aspects of retirement plan consulting and unique design as well as compliance and IRS/DOL resolution.
August 1990 - December 1994
Bachelor of Arts in History and Education