Larry is Executive Vice President of Sales and Client Services. In this role, he oversees the sales and distribution of Financial Engines’ suite of advisory services to employers, plan providers, and retail financial institutions. Larry also heads the Client Services Team, which is in charge of serving the firm’s growing list of customers, and the Client Communications Team, which ensures that Financial Engines’ services reach plan participants and help them take positive action with their financial futures. Larry has nearly seventeen years experience in senior sales and client management for financial services companies. Prior to joining Financial Engines, he was Executive Vice President of Fidelity Investments Institutional Brokerage Group (IBG), a division of Fidelity Investments. At Fidelity, Larry oversaw the correspondent services business, which was then the second largest business in the industry serving the banking, insurance, and independent broker/dealer channels. Larry was also responsible for growing Fidelity’s market share to the second largest in the registered investment advisory business. He earned a B.A. in marketing from Bryant College and an M.B.A from Babson College. |