With over 30 years of leadership experience in the defined contribution and retirement planning marketplace, Liz has a proven track record of delivering sales growth, developing top advisors, and diversifying distribution channels. She takes great pride in being part of an industry that serves the public workforce in preparation for financial security in retirement.
Professional background
Liz began her career as a Financial Advisor in the 403(b) public schools and government markets. She advanced into senior management at CitiStreet/Copeland and MetLife Resources and, as SVP, was responsible for new business development and oversaw retirement assets across 4,600 employer clients in the Northeast. She has been ranked number one in advisor development and branch performance for many years throughout her career.
At Transamerica Retirement Solutions Liz headed up the Participant Experience and Retirement Marketing teams where her passion for retirement planning and wealth management brought a fresh perspective in delivering strategic client solutions.
Education
Kean University, B.S. Marketing
Rutgers University, Business Administration
Harvard Cornerstones of Management
Personal
Liz resides in Westfield, NJ with her husband, Kevin, and a German Short-Haired Pointer named Riley. She’s an avid gardener and enjoys golf.