The WiPNConnect Committee is proud to present the four part webinar series, “Awakening, Rule Breaking, Hand Shaking & Piece of Cake-ing”
Do you feel energized in your professional and personal life? What if you did at one time, but now you feel stuck? Do you know the four key stages of accomplishing what your soul craves?
- How do you lead your peers, and higher level executives, to “Run the Plays” from your strategy play book to success to work together to grow as a team and an organization?
Join Denise as she shares how she led a team through the Awakening, Rule-Breaking, and finally, the theme of today’s call, the “Handshaking” stage of development with outstanding results.
About the Speaker
Envestnet Retirement Solutions
SVP Enterprise Sales & Key Account Management
Vice President, WiPN
Denise is currently the Senior Vice President of Fiduciary Sales/Account Management for Envestnet Retirement Solutions (ERS). She is responsible for selling fiduciary solutions to large institutions including fiduciary outsourced 3(21) and 3(38), technology fiduciary support and ERS participant managed account solutions. Denise has over 18 years’ experience in the institutional retirement marketplace. Previous to ERS, she held a variety of leadership roles at Prudential, MassMutual, Hartford, Transamerica and Schwab. Denise is a strategic thinker who combines problem-solving, project management and communications skills to drive effective solutions for institutional clients. She has a proven ability to drive pipeline through deep productive relationships with key decision makers, advisors, plan sponsors, cross-functional teams and industry influencers. Denise is a graduate of Bryant University with a BS in Marketing. She is FINRA series 66 licensed. Currently, Denise the President-elect for the Women in Pensions Network.
KMR Consulting, LLC
Pam Brooks, CPFA
Senior Client Manager, Retirement Plan Services
Lisa Hirsch, CRPS
Regional Pension Consultant
Mutual of Omaha
Director, Investment Only
Principal Financial Group
Register for the webinar
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