Robert Ralph Brown

Current Employers

Employment History

• 03/2018 → 06/2020
  Meeder Distribution Services, Inc.
  Dublin, OH
• 01/2023 → Present
  World Investment Advisors, Llc
  Santa Barbara, CA
• 07/2020 → 12/2020
  Unemployed
  Upper Arlington, OH
• 01/2021 → 12/2022
  Ss&C Technologies, Inc.
  Windsor, CT
• 12/2006 → 02/2018
  Nationwide Investment Advisors, Llc
  Columbus, OH
• 11/1999 → 02/2017
  Nationwide Investment Services Corporation
  Columbus, OH

Previous Registrations

• 2019-07-31 → 2020-06-15
  Meeder Asset Management, Inc.
  Dublin, OH
• 2006-12-05 → 2017-02-02
  Nationwide Investment Advisors, Llc
  Columbus, OH
• 2006-01-19 → 2006-12-05
  Nationwide Investment Services Corporation
  Columbus, OH
  Grandview Heights, OH
  Dublin, OH

Other Businesses

1. Assured Partners; Investment Related; 445 Hamilton Ave, 10th Floor, White Plains, NY 10601; Retirement Plan Services; Support Staff; 160 hours per month; 160 hours during trading hours; Strategic management of assigned book in conjunction with Producer to understand client's business and assist in developing retirement programs and initiatives that support the client's goals and objectives; Coordinates and ensures a smooth transition process for new customers. Developing, leading, and maintaining strong client relationships while demonstrating ultimate ownership and accountability for the relationship. Delivers enrollment, benchmarking, financial and utilization data based on financial review standards and make recommendations as appropriate. Identifies opportunities for adding other lines of coverage or services. Educates clients concerning the regulatory environment and assists clients with compliance issues as necessary. Acts as project manager by clearly communicating and collaboratively guiding the account team to execute customer specific initiatives which deliver unique value through the execution of client specific business plans, service timelines, and corporate communications. Coordinates detailed plans and preparations for client meetings. Coordinates and actively facilitating Investment Review and Annual Plan Review meetings. Responsible for analyzing investment architecture and providing appropriate alternatives.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-27

Other Names

• Robert Ralph Brown
• Robert Brown