Rachel Crowley

Stable Asset Fund Consultant @The Standard

Portland, OR, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2021 — Present

Stable Asset Fund Consultant @The Standard

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Work with plan advisors, administrators, recordkeepers and custodians to integrate and support stable value options for retirement plan lineups.Serve as subject matter expert on products, procedures, contracts, marketing and RFP responses.Liaison between sales team and legal/actuarial teams to facilitate discussions on appropriate stable value solutions.Manage email inbox, addressing inquiries and concerns on full suite of products.Identify and implement process improvement to streamline workflow.Train new employees on suite of products and procedures.Draft client communications, email templates, RFP responses, and fund fact sheets.

EDUCATION

1987 — 1991

Mount Holyoke College

BA, politics, studio art

SKILLS

ManagementInvestmentsNewslettersSecuritiesStrategySalesSeries 7Mutual FundsEmployee BenefitsMarketing CommunicationsInsuranceIntegrated MarketingTrainingSeries 63Marketing

ABOUT RACHEL CROWLEY

I\'m a hard-working, intelligent, dynamic professional who thrives in a fast-paced environment. I\'ve excelled working independently or as part of a creative, high-functioning team. I possess excellent writing and analytical skills, and have proven abilities in process improvement, relationship building and problem solving.I set a high personal standard for excellence and provide superior follow-through - even in short-fused situations. I am adept at positively interacting with all levels of an organization.

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Rachel Crowley — Stable Asset Fund Consultant at The Standard in Portland, OR, US | Unifers