According to an announcement, Brooks was previously employed by New York Life of Westwood, Massachusetts, where she served as a conversion manager. In that role she was responsible for all Taft-Hartley new business as well as Small Plan and Mid-Market new business products. Brooks also was instrumental in the strategic planning for Total Retirement Outsourcing, according to the firm.
Prior to joining New York Life, Brooks was vice president and manager of Conversions and New Business for Union Bank of California.
“As we expand both our client base and the services we offer to the financial community, having someone with Michelle’s expertise and know-how is invaluable,” said Les Revzon, principal of The Revzon Consulting Group. “In this time of government scrutiny of 401(k) plans and the fees being charged we feel that we bring true value to the market place. Michelle, like all of our hand-picked staff, has the experience to guide any financial institution or plan sponsor successfully through the plan set-up process.’
Marshfield, Massachusetts-based Revzon is a management consulting firm that assists financial service firms offering retirement plans and services as well as corporate and personal trust services.
More information about the firm is available at www.revzonconsulting.com.