Andrew Beliveau, QPFC

Experience

• 

  Morgan Stanley

  Jul 2001 - Jun 2002

  Financial Advisor

  Utilize Morgan Stanley's client-centric platform to identify new contacts and strengthen existing relationships.Create and deliver comprehensive financial plans for individual investors.Identify high net-worth prospects through seminars, personal meetings, direct mail and cold calling.

• 

  T. Rowe Price

  Jul 2002 - Sept 2014

  Manage and deliver proactive client service and strategic account management with a focus on maximizing client loyalty, retaining and expanding relationships and achieving sustainable profitability for T. Rowe Price Retirement Plan Services, Inc.Develop and maintain client business plans to achieve objectives for each relationship.Consult with clients on investment vehicles, participant services and plan solutions that will enhance each client's plan design and maximize the retirement benefit offered to their employees.Provide support to clients with managing their broad fiduciary responsibilities by consulting on legislative and regulatory requirements, reviewing the investment options offered in the plan on a regular basis, and monitoring plan related fees.Cultivate and expand relationships with each client's Human Resources and Treasury organizations, external consultants and advisors, and other decision makers.Identify vulnerable client relationships and leverage internal resources to develop and execute a strategy which will result in high client retention levels. Show less Responsible for overall satisfaction and retention of T. Rowe Price's Century 401(k) Plan clients. Prepare and deliver annual plan and investment reviews, and provide consultative services with respect to plan design, regulatory changes, investments, plan fees, and employee education.Manage a dedicated client portfolio and partner with each client's key decision maker(s) to provide them with strategic planning, implementation of new services, investment analysis, and increased client awareness of T. Rowe Price's philosophy and industry best practices.Partner with T. Rowe Price sales team by participating in prospect meetings to increase product assets and profitability.Provide educational services to retirement plan participants through in-person and web-based presentations; develop communication campaigns focused on specific savings and investment topics in an effort to increase participant awareness. Show less

  • Relationship Manager, Assistant Vice President

    Feb 2011 - Sept 2014

  • Client Relations Consultant

    Jun 2007 - Feb 2011

  • Client Relations Coordinator

    Sept 2005 - May 2007

  • Retail Account Management Representative

    Jul 2002 - Aug 2005
• 

  TIAA-CREF

  Oct 2014 - Sept 2015

  Senior Relationship Manager

  Perform in-depth analysis of each client’s needs and requirements and develop a detailed business plan to achieve specific client objectivesCoordinate delivery of all client services through effective leadership and communication Deliver distinctive value resulting in measurable total client satisfactionDevelop and maintain relationships with key influencers/decision makers, utilizing conflict resolution skills and problem solving to maintain strong relationshipsResponsible for supporting new business opportunities, asset retention, increasing flows, and expanding product offerings with existing relationships Show less

• 

  T. Rowe Price

  Sept 2015 - now

  Business Use Disclosure:​I am excited for the opportunity to connect with you on LinkedIn. Please contact me at [email protected] as I am prohibited from communicating for business purposes through LinkedIn. Due to firm policies, I am unable to accept or give recommendations or endorsements. I welcome your comments but reserve the right to remove any disrespectful, abusive, profane, or defamatory comments. ​T. Rowe Price Investment Services, Inc., a broker-dealer registered with the SEC, member FINRA and SIPC. Check my background on FINRA's BrokerCheck @ https://brokercheck.finra.org/ Show less

  • Regional Sales Specialist - Model Portfolios

    Nov 2024 - now

  • Senior Client Engagement Manager

    Jan 2019 - Nov 2024

  • DCIO Intermediary Sales Consultant

    Sept 2015 - Jan 2019