Customer Experience Advisory Council Member Profile
Stephen CarneyT Rowe Price
Senior Benefits Consultant |
Areas of Expertise
Core competencies include: strategic business development, institutional relationship management, business transformation and integration, risk mitigation, team building, leadership, sales and marketing, industry networking, trust and custody services
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Stephen is an accomplished service delivery executive with a passion for business development, service integration, risk mitigation and managing client relationships. He's an articulate communicator skilled in forging strategic B2B alliances and value propositions that promote large-scale objectives and secure competitive market advantages. He's a collaborative, inspiring leader that's committed to delivering process improvements that boost productivity, bolster employee engagement, enhance team performance and optimize outcomes.
Stephen has nearly 25 years of benefits administration experience with his career in a leadership role beginning in Jacksonville, FL for CitiStreet Total Benefits Outsourcing. He served as the Director of Client Services managing teams in the Defined Contribution, Defined Benefit and Health & Welfare space. From there, Stephen transitioned into a relationship Management role for over 13 years with Ascensus; the largest independent recordkeeping services partner, third-party administrator, and government and health savings facilitator in the United States. In 2019, Stephen accepted a position with Fiduciary Services Group in Philadelphia, PA as the VP of Relationship Management. He served as a member of the executive team who led the acquisition efforts of Aspire Financial Services, LLC in September, 2019 and successfully executed all client service integration initiatives associated with multiple plan types including 401(k), 403(b), 457, IRA including Payroll Deduction, HSA, Cash Balance, Defined Benefit and Non-Qualified retirement plans. Stephen, his wife Kerry and 3 daughters Lucy, Eloise & Isla reside in Wrightstown, PA.
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