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.
Participant/Customer Experience, Product Development and Positioning, Strategy, Communications, Writing, Editing
- 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
Pat recently collaborated on a website redesign for a retirement industry consultant and developed several resources to help Advisors build participant education programs.