Jeff Howkins, President of Upromise Investments, Inc., has played a key role in the firm's growth since joining in 2004. He most recently served as Chief Operating Officer, where he oversaw the critical functions of relationship management, finance, accounting, systems analysis, technology, client service, human resources, and risk management.
Senior Management
Peter Angus, Senior Vice President, Business Development, oversees all facets of business development efforts, new implementations, marketing, and the advisor channel. Peter, who joined Upromise Investments in 2002, works closely with the heads of the technology, development, systems analysis, and client service departments.
Kevin Cox, Senior Vice President, 529 Operations and Administration, joined Upromise Investments in 2003. Kevin has served in a variety of roles, providing valuable oversight and project management for just about every major 529 plan conversion for Upromise Investments. Currently, he serves as a senior manager with oversight responsibility for strategic implementation and relationship management as well as the administrative functions of the 529 business line.
Derek DeLorenzo, Vice President, Advisor Distribution, oversees the company's advisor-sold products, managing relationships with home offices and individual broker/dealers. He is also the key contact for developing partnerships with investment managers. Derek, who joined Upromise Investments in 2006, has 15 years of experience in the financial services industry.
Alyssa Duffy, General Counsel, is responsible for providing legal advice in connection with RFPs, 529 plan conversions and plan re-launches, and the formulation of program description and advertising disclosure policies. She also oversees the day-to-day legal support for most of Upromise Investments-administered 529 plans, as well as the launch of new plans.
Sean McInerney, Senior Vice President, Investment Operations, joined Upromise Investments in 2002. He plays key operational roles in the launch of all of the company's plan conversions. Sean also has oversight for key operational functions for the firm's Advisor-sold plans, vendor management, and accounting and reconciliation.
Liz Robinson, Vice President, Creative Services, brings more than 18 years of marketing, communications, and related expertise in the investment services industry to her role at Upromise Investments. As head of Creative Services, she oversees a full-service in-house team of professionals who develop brand identification programs, advertising, integrated marketing campaigns, new business materials, and program literature for Upromise Investments' partners and clients.
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