Amy Beauchene

About Amy Beauchene

I’m a dedicated relationship management professional with extensive experience in the financial services industry, specializing in retirement plans, health savings accounts, and investment products. I’m passionate about delivering exceptional client experiences and building lasting partnerships through strategic leadership and collaborative innovation.Throughout my career, I’ve combined a deep understanding of complex compliance landscapes with a talent for developing multi-product solutions that drive client growth and retention. Whether leading client services, managing platform transitions, or aligning cross-functional teams, I focus on fostering trust, operational excellence, and results-driven service.At MissionSquare Retirement, I led a team that achieved a record-setting 99% client retention rate in 2022 by prioritizing client needs and delivering customized service strategies. Previously at MassMutual, I successfully managed a $112 million platform integration, ensuring a seamless transition and minimal disruption for clients and internal stakeholders. I’m also honored to have been named 2021 Leader of the Year at MissionSquare, a recognition that reflects my commitment to building client-first cultures and empowering teams.I thrive in roles where I can unite people, process, and purpose. My goal is to continue partnering with organizations that value innovation, integrity, and exceptional service. I’m always open to connecting with forward-thinking professionals to explore how we can raise the bar for client success—together.

Experience

1. Senior Retirement Plan Consultant

   Marsh McLennan Agency

   Mar 2026 — Present · Boston, MA, US

   Securities and investment advisory services offered through MMA Securities LLC (MMA Securities), member FINRA/SIPC, and a federally registered investment adviser. Main Office: 1166 Avenue of the Americas, New York, NY 10036. Phone:(212) Investment advisory services are also offered through MMA Asset Management LLC, a federally registered investment adviser with its main office at Eight Tower Bridge, Suite 1200, Conshohocken, PA 19428. Phone (61••••••00. Variable insurance products distributed by MMA Securities LLC, CA OK 81142. Marsh & McLennan Insurance Agency LLC, M M A Securities LLC, and MMA Asset Management LLC are affiliates owned by Marsh & McLennan Companies. Investment advisory services for MMA Prosper WiseSM are offered solely as a Registered Investment Adviser through MMA Securities. Certain of our investment adviser representatives are registered representatives of MMA Securities. A copy of our written disclosure statement discussing our advisory services and fees is available for your review upon request. We are providing this information to you in our capacity as consultants with knowledge and experience in the insurance and securities industries, and not as legal or tax advice. The issues addressed may have legal or tax implications to you, and we recommend you speak with your legal counsel and/or tax advisor before choosing a course of action based on any of the information contained herein. For hyperlinks to the Investment Adviser Public Disclosure (IAPD) webpage or the Securities Investor Protection Corporation (SPIC), please refer to the “contact and personal info”. Third party posts found on this profile do not reflect the views of MMA Securities LLC or MMA Asset Management LLC and have not been reviewed for accuracy or completeness.

Education

• University of Connecticut

  BA, International Relations

  1991 — 1994