Put my experience to work for you

I bring extensive retirement and investment experience, both in line management and
strategic consulting. Experience spans business and marketing strategy, product
development and launch, client services and operations management. Extensive
expertise in:
  • Strategic business planning and marketing strategy development and
    implementation, e.g. IRA rollover, retirement income, college savings, investment
    products and wealth transfer strategies
  • Development, launch and management of retirement, retirement income and
    investment planning and advice tools and services
  • Employee communications and education, including implementation of auto-
  • All aspects of product development, launch and implementation. Have had
    management responsibility for $100b+ retirement product line
  • Well versed in a broad range of investment products and platforms including,
    managed accounts,  mutual funds, brokerage, separate accounts, insurance and
  • Market research and competitive intelligence
  • Systems development, process reengineering, and total quality management
  • Software package selection and implementation, as well as vendor management
  • Both line and project management with direct staff of over 100 in multiple sites
  • Have led several landmark research studies, including:
  • The FRC study, Making Sense of Investor Needs in the Retirement Income Market
  • The Merrill Lynch New Retirement Studies: A Perspective From The Baby Boomer
    Generation and  A Perspective from Individuals and Employers
This combination of roles, as well as experience in the insurance, mutual fund and
brokerage industries, provides me with broad perspective, enabling me to develop
strategies that can effectively generate results and fill gaps wherever I am most needed
Copyright 2015 All rights reserved.
Stephen W. Mitchell

Strategic Consulting on Retirement and Retirement Income,  
Business Strategy, Marketing and Product Development
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Download the
article entitled,
"Redefining the
Retirement Income
For more information, please call or email.