Michael P. Fields www.linked.com/in/michaelpfields 214-738-0498 Michael.P.Fields@Gmail.com

Detail oriented Account Executive with a diverse background in financial services specializing in SQL, Excel, VBA and risk analysis that understands quality analytics, accuracy, and timely execution are essential to meeting corporate goals and maintaining positive client relationships.

Skills & Licenses SQL and Microsoft Office Suite Visual Basic for Applications (VBA) Series 24, 7 and 66 Licenses Non-Qualified Benefits Analysis Report Design Time Value of Money Calculations Relationship Development Auditing/Calculations

Professional Experience

Active Network, Dallas, TX Account Executive Jan 2016 – PresentProvides strategic planning and consulting advice to clients and potential clients to determine and implement a product based solution. Meet with clients alone or in conjunction with Team or Company Leadership to review a) current book of business,

b) map out current procedures, c) demonstrate system capabilities and, d) review product fit and pricing. Assist in developing an implementation plan with client, including assistance with coordinating and registration

meetings.

MullinTBG, Dallas, TX Benefits Specialist Sept 2013 – Dec 2015Prepare, analyze and peer-review monthly data reporting including Benefit Commencement by Plan Reports and Retirement Strategy Reports. Streamlined and created paperless tools using Visual Basic and migrated daily duties to offshore consultants increasing output/efficiency and reducing production costs. Audit performance and accounting reports for consistency with plan design and maintained internal databases and

spreadsheets for 29 clients to ensure data integrity and accuracy with SSAE 16 Controls and the 409a tax code. Developed and documented reporting rules that include extensive use of Microsoft Excel and SQL to pull data for

plan and generate reports. Create standard operating procedures and best practices for 29 clients that include day to day duties for plan

administration and reporting calendar.

MERCER, Dallas, TXData Analyst 2012 - 2013Prepare, analyze and peer-review monthly data reporting including Benefit Commencement by Plan Reports and Retirement Strategy Reports. Streamlined and created paperless tools using Visual Basic and migrated daily duties to offshore consultants increasing output/efficiency and reducing production costs. Created and tested a QPSA Charge Logic tool to correctly input the QPSA charge into the database to run batch

calculations. This process allowed paperless tracking of disbursements and saved 70 minutes a day of wait time per analyst and also allowed for proper benefit commencement tracking for data extract to the trust.

Created a paperless reporting system to process and track deceased annuitants. This process allowed for proper tracking of overpayments to deceased annuitants and also prevented any further overpayments.

Proposed and initiated a process to query all reported deceased annuitants and ensure that their annuity payments ceased in a batch update to the database. This semi-monthly procedure prevented an average of and additional $30,000 per month from being paid to deceased participants.

CLARK CONSULTING, Dallas, TX1

Michael P. Fields www.linked.com/in/michaelpfields 214-738-0498 Michael.P.Fields@Gmail.com Benefits Analyst 2010 – 2012Prepared, analyzed and peer-reviewed all reporting including current/projected accrual balances and financial illustrations related to non-qualified benefit and life insurance plans. Generated performance and accounting reports for consistency with plan design and maintained internal databases and

spreadsheets for 123 accounts to ensure data integrity and accuracy. In the 2011 reporting season, increased department efficiency by effectively managing client book by exceeding

reporting deadline by 2 months. Maintained productive client relations while transitioning 150 clients from service by facilitating seamless shift to

new service providers.

TIAA-CREF, Lewisville, TXInvestment Consultant 2007-2010Analyzed portfolio risk and educated clients of TIAA-CREF qualified and non-qualified retirement plans to individual, institutional and prospective customers. Reviewed client portfolio for current and projected performance to recommend goals and set expectations for retirement cash flows. Increased return and reduced risk of client’s accounts by identifying portfolio risks and discussing options to meet

short term and long term cash flow needs. Effectively collaborated with back-office resources to solve client issues and enhance customer experience. Personally

contact clients with resolution. Trained and mentored new-brokers, as well as, seasoned brokers in portfolio management and sales

techniques to increase client relationship effectiveness. Consistently ranked in top 3 of 900 consultants in new sales for the years 2009 and 2010.

TD AMERITRADE, Fort Worth, TX

Client Service Specialist 2005- 2007Managed a $270 million book of TD Ameritrade’s highest revenue generating clients to provide superior service and brand loyalty. Explained fees and negotiated commission rates to increase total book value and enhance customer trading experience. Increased total book value by 3% in one quarter through proactively managing accounts and assets optimizing

revenue and mitigating risk while developing exceptional client relationships. Managed client portfolio risk and ensured compliance by analyzing equities to determine holding requirements. Trained and educated clients and brokers on account risk, regulatory procedures and provided requirements for

complex trading strategies.

CAPITOL CREDIT UNION, Austin, TX

Service Specialist 2004-2005Interviewed applicants applying for loans, documented and reviewed income, debt, equity description and credit history. Successfully increased member's disposable income by lowering their interest rates and monthly payments through

refinancing their auto loans.

Education

BBA, Finance, University of Texas at El Paso, El Paso, TX

2