Liz has over 25 years of experience in the retirement industry, specializing in defined contribution plans. She has worked with plan sponsors, service providers, and consultants in various sales, business development, channel management, and marketing roles within the retirement plan marketplace. The majority of her career has been devoted to cultivating new business, as a Regional Sales Director for T. Rowe Price, selling the full scope of retirement plan services solutions to corporate defined contribution plans of various sizes, ranging from $20 million to $500+ million in assets, during her tenure. Liz then led intermediary relations efforts for the firm, as Director, Consultant Relations, cultivating and managing relationships with national firms and managing of a team of representatives responsible for regional firm relationships.
As a member of the PEI Provider Solutions Group, her knowledge of the market and industry are applied to fee benchmarking analyses, service provider searches, and other client-specific assignments within the retirement arena.
Liz earned a B.B.A. (Marketing) with a minor in Economics from James Madison University and an M.B.A. (Finance) from Loyola University in Baltimore, Maryland.