Michelle Beck - Palomar College

2 Kenneth Forsythe
• Resourcefully create and implement competitive fee arrangements that satisfy client
needs, are competitively compelling and provide necessary revenue to the business.
• Developed and directed innovative mentorship program to drive talent development
and identify candidates to be considered for advancement to Relationship Manager.
Communications Consultant 2004 - 2007
• Effectively lead design and implementation team responsible for institutional client
communication strategies by fostering a collaborative and engaging atmosphere.
• Teamed with retirement plan sponsors in design, development, and administration
of participant education strategies, leveraging excellent communication skills to
consult with C-level managers as well as HR and finance professionals.
• Applied keen analytical strengths toward providing consultative guidance
surrounding plan design, successfully assembling education programs for clients.
Retirement Education Specialist 2000 - 2004
• Traveled to client locations to deliver informative and convincing seminars geared
to assist individuals in planning for retirement and other financial goals.
• Cultivated relationships with institutional clients in various industries.
• Successfully presented more than 2,100 meetings nationwide and trained new team
members in presentation delivery and product knowledge.
Participant Services Specialist 1999 - 2000
• Proactively assisted retirement plan participants by knowledgably responding to
inquiries related to retirement planning, investing and maximizing savings.
Sears Home Central, Phoenix, AZ / Montgomery, AL 1997 - 1999
Regional Manager 1998 - 1999
• Oversaw operations within the Arizona region and cost-effectively controlled $1M
annual budget.
• Supervised, motivated and led a call center manager, three zone sales managers,
and an operations manager.
• Increased operational efficiency through mentor leadership and managing
accountability across functional areas.
Zone Manager 1997 - 1998
• Spearheaded territory management covering most of central Alabama with full
P&L accountability.
• Exhibited outstanding leadership talents in managing, motivating and supervising
18 commission-based sales consultants, three administrative employees, and two
technical professionals.
• Considerably boosted revenue from operations by implementing in-house
consultative sales training programs for sales consultants.
Prior Background includes role as Reservist with the United States Naval Reserves,
1991-2001. Honorably discharged.
PROFESSIONAL DEVELOPMENT/
CREDENTIALS:
• Proficient in Portuguese.
• Qualified 401k Administrator (QKA), American Society of Pension Professionals
and Actuaries (ASPPA)
• Chartered Retirement Planning Counselor (CRPC), College of Financial Planning
• FINRA Series 6 and 63 licensure