Raymond Barrett
About Raymond Barrett
Raymond Barrett is a Client Relationship Manager at The Standard in Plano, Texas, where he provides investment advisory services and coordinates new group installations. He holds an MBA from The University of Dallas and has extensive experience in financial services, including roles at TIAA Bank, T Bank N.A., and Fidelity Investments.
Work at The Standard
Raymond Barrett has been serving as a Client Relationship Manager at The Standard since 2021. In this role, he delivers annual plan reviews and investment advisory services, which include fund lineup updates and Investment Due Diligence and Monitoring Reports. He coordinates the installation of new groups with plan sponsors and manages the new business submission process. Additionally, Barrett participates in sales presentations as a relationship manager when requested by the sales manager. His contributions have helped retain 100% of top-tier clients while increasing the asset base.
Education and Expertise
Raymond Barrett holds a Master of Business Administration (MBA) from The University of Dallas, where he studied Financial Information Technology from 2002 to 2004. He also earned a Bachelor's Degree in Finance and Financial Management Services and Accounting from the University of North Texas, studying from 1987 to 1993. His educational background provides a strong foundation for his expertise in client relationship management and investment advisory services.
Background
Before joining The Standard, Raymond Barrett accumulated extensive experience in the financial services industry. He worked as an Application Risk Analyst at TIAA Bank for seven months in 2020-2021. Prior to that, he served as Vice President of Qualified Plan Operations and Compliance at T Bank N.A. from 2018 to 2020. His career also includes a long tenure at Fidelity Investments, where he worked as a Brokerage Operations Manager for 21 years, and a role as Sr Manager of 401k Retirement Benefits at Envoy Air from 2015 to 2018.
Achievements
In his role as a Client Relationship Manager, Raymond Barrett has successfully retained 100% of top-tier clients while increasing the asset base. He proactively schedules and delivers all aspects of the enrollment, re-enrollment, and education process for clients. His ability to provide plan design consulting services to plan sponsors and channel relationships further demonstrates his commitment to client success and satisfaction.