Highlights

Pat has over 20 years of experience with retirement plans, both on the corporate and provider sides of the business. She has broad expertise in various areas including participant communication/experience, marketing, investments and strategy. She has been instrumental in the development of several retirement products and services.

Specialties

Participant/Customer Experience, Product Development and Positioning, Strategy, Communications, Writing, Editing

Relevant Experience

  • Pat has overseen all aspects of the retirement plan participant experience, including the development of a highly successful targeted email campaign, the launches of a mobile app and Facebook page, and the creation of customized web portals
  • Led cross-functional teams in the development of innovative solutions and key strategies, including a proprietary target date solution, a personalized gap analysis report, a plan health scorecard and a plan design cost/benefit analysis tool
  • Member of plan provider executive team, helping to lead an organization through significant periods of growth and structural change
  • Headed retirement plan provider marketing organization of more than 200 employees, including communications to all audiences (advisor, consultant, plan sponsor and participant), creative services and participant education teams
  • Spearheaded thought leadership initiatives including a retirement readiness campaign and “Science of Saving” participant experience program
  • Authored several articles and white papers on plan design and participant engagement; developed and delivered keynote presentations to annual client conference on topics such as behavioral finance and millennial attitudes toward retirement and saving

Prior Positions Held

  • Senior Vice President, Customer Experience – Transamerica Investments & Retirement
  • Senior Vice President and Chief Marketing Officer – Transamerica Retirement Solutions
  • Senior Vice President, Participant Solutions – Diversified (now Transamerica Retirement Solutions)
  • Senior Vice President, Investment Solutions – Diversified
  • Vice President, Investment Communications – Diversified
  • Manager, Trust Investments – International Paper

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Pat recently collaborated on a website redesign for a retirement industry consultant and developed several resources to help Advisors build participant education programs.

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