American Express Retirement Services Announces New Addition to Its Consultant Resources Group.Business Editors & Banking/Finance Writers MINNEAPOLIS--(BUSINESS WIRE)--June 19, 2002 American Express American Express (NYSE: AXP), sometimes known as "AmEx" or "Amex", is a diversified global financial services company, headquartered in New York City. The company is best known for its credit card, charge card and traveler's cheque businesses. Retirement Services today announced that Karen Connolly has joined the firm as vice president and consultant resources manager. Connolly joins Janet Janet: see Clouet, Jean. JANET - Joint Academic NETwork McCune, vice president and lead consultant resources manager, and Craig Doehring, vice president and consultant resources manager, in the expanded Consultant Resources Group at American Express Retirement Services. "Karen brings with her a wealth of experience in the Defined Contribution industry and has an in-depth knowledge of the consultant community," said Chris Matzke, senior vice president of sales - American Express Retirement Services. "We are very excited to have her play a key part in our expanded consultant resource practice." Connolly will be located at the Providence, Rhode Island  “Providence” redirects here. For other uses, see Providence (disambiguation). Providence is the capital and the most populous city of the U.S. , American Express Retirement Services office, where she will be responsible for relationships with defined contribution plan Defined contribution plan A pension plan whose sponsor is responsible only for making specified contributions into the plan on behalf of qualifying participants. Related: Defined benefit plan and employee education consultants in the northeast territory. The Consultant Resource Group at American Express acts as a resource for investment and benefits consultants who conduct retirement plan and employee financial education and planning provider searches on behalf of their client companies and organizations. Connolly comes to American Express Retirement Services from Putnam Investments Putnam Investments was founded in 1937 by George Putnam. At the same time, he founded its first mutual fund offering, The George Putnam Fund of Boston.[1] Putnam has offices in London and Tokyo, and its headquarters is located in Boston, Massachusetts. , where she spent the past eight years of her career, most recently as a consultant relationship manager covering the West Coast for the retirement services group. American Express Retirement Services, in conjunction with American Express Trust Company, provides services for defined contribution and 401(k) plans with total combined assets of more than $31 billion and a participant base of more than one million. Based in Minneapolis, they provide corporations, unions and municipalities nationwide with a complete package of financial education, recordkeeping and trustee services for qualified retirement plans. For more information on American Express Retirement Services, visit http://www.americanexpress.com/sponsors. Registered investments and financial planning Financial planning Evaluating the investing and financing options available to a firm. Planning includes attempting to make optimal decisions, projecting the consequences of these decisions for the firm in the form of a financial plan, and then comparing future performance against services are offered through American Express Financial Advisors Inc., Member NASD NASD See: National Association of Securities Dealers NASD See National Association of Securities Dealers (NASD). . American Express Company is separate from American Express Financial Advisors Inc. and is not a broker-dealer Broker-Dealer A person or firm in the business of buying and selling securities operating as both a broker and dealer depending on the transaction. Notes: Technically, a broker is only an agent who executes orders on behalf of clients, whereas a dealer acts as a principal . Retirement plan and trust related services are offered through American Express Trust Company. |
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