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View More Press Releases by American Express Retirement Services

Press release:

WORKPLACE FINANCIAL EDUCATION EXPANDS AT AMERICAN EXPRESS New promotion in Financial Education and Planning Services distribution: Kellie Richter

Issued by: American Express Retirement Services

Date: Apr. 19, 2004

MINNEAPOLIS, April 19, 2004 — American Express Retirement Services today announced that Kellie Richter has been promoted to vice president of products and marketing, as part of the overall organizational expansion of the Financial Education and Planning Services distribution arm of American Express Retirement Services.  

Previously director of asset retention, Richter will now lead the business-to-employee marketing and product development strategy and implementation. Richter also will continue leading the asset retention and co-leading the business strategy for IRA Rollovers across American Express Financial Advisors.

“Kellie’s significant knowledge of the financial services industry and in-depth experience with FEPS will continue to enhance the American Express Financial Education and Planning unit,” said Rusty Field, vice president of American Express Financial Education and Planning Services. “We are very pleased to have her play a key leadership role in ensuring FEPS continued progress throughout 2004.”

Having been a part of the American Express team since 1990, Richter has served various roles.  Prior to her promotion, Richter was director of distribution services and responsible for overseeing the development and delivery of distribution education programs for terminated and retired plan participants at American Express. She also served as the manager of customer loyalty and onsite education where she developed and delivered Advice and Guidance services, electronic communications and financial advisor strategies as well as onsite education for 401(k) participants at American Express. Additional positions Richter held at American Express include field relationship leader, account manager for financial institutions and an acquisition manager in procurement.

American Express Financial Advisors popularized early saving and investing programs for Americans more than 100 years ago, helping give rise to financial planning, mutual funds and retirement plans in the past century. Today, American Express continues its commitment to individuals and corporations with its Financial Education & Planning Services (FEPS) unit of American Express Retirements services, which delivers comprehensive financial education programs to organizations ranging from small businesses to Fortune 500 corporations. FEPS provides Web, phone, print and face-to-face education, guidance and advice to more than two million workers nationwide.

American Express Retirement Services, a service group of American Express Financial Advisors, provides corporations, unions and municipalities, and their more than one million workers nationwide with a complete package of financial education, recordkeeping, investments and trustee services for their qualified retirement plans. For more information on American Express Retirement Services, visit www.americanexpress.com/sponsors.

View More Press Releases by American Express Retirement Services

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