Meet the Team
AIG Retirement Services understands the powerful impact of personal relationships. Our commitment is to deliver a more personalized experience every step of the way. We believe it is the only way to truly help individuals successfully achieve the future and retirement they desire.
Vice President, Consultant Experience
Robert‘s attention, effort and motivation is focused on improving the interaction between AIG Retirement Services and its strategic Consulting Partner Firms. His goal is to deliver a useful, usable and enjoyable Consultant Experience that incorporates AIG Retirement Services' high-touch service model and high-tech capabilities. With Robert’s keen insight into the industry and deep roots in the consultant market, he will help promote the AIG Retirement Services brand, increase visibility with strategic consulting firms, identify key trends and provide thought leadership and practice management services to our partners.
Robert has more than 20 years’ experience in the retirement industry. Robert worked at AIG Retirement Services for nearly a decade in various positions, including Consulting Associate, Relationship Manager and Director Relationship Management. Prior to rejoining AIG Retirement Services, Robert was Vice President of Relationship Management at Lincoln. Robert received his BA degree from The Pennsylvania State University and an MBA from Texas State University, McCoy College of Business. He currently holds FINRA Series 7 and 24, as well as several professional designations, including Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), and Fellow, Life Management Institute (FLMI).
Vice President, Consultant Relations
Rob is responsible for developing and maintaining AIG Retirement Services relationships with Retirement Plan Consultants in the Northeast. Rob has spent his career working in the Retirement Plan Consulting field specializing in customized solutions for plan sponsors of corporate and tax-exempt retirement plans, with a specific focus on creating a prudent fiduciary process. Rob has over 20 years of experience and is well-recognized in the industry for his investment manager due diligence combined with his consulting expertise. In addition, Rob has extensive experience working with non-profit and healthcare organizations in the Northeast. He has earned the Chartered Retirement Plan Specialist designation from the College of Financial Planning. Rob was recognized by PLANSPONSOR in 2010 & 2012 as one of the Top 100 Retirement Plan Advisors.
Vice President, Consultant Relations
Jesse Coleman is an accomplished professional with demonstrated expertise in the retirement industry functioning in the Corporate, TPA, Banking and Financial Services environment. He has more than 22 years of experience in the retirement industry holding various positions and managing all levels of the client relationship. Jesse‘s relationship-building skills, customer focus and strategic planning will be utilized to enhance the Consultant experience between AIG Retirement Services and its strategic Consulting Partner Firms. He will be tasked with supporting growth at adviser and consultant firms within the company’s southeast U.S. markets. Jesse has a bachelor's degree in human resources from SUNY Buffalo and a master's degree in business administration from Mercer University. He currently holds FINRA Series 6 and 63, as well as several professional designations, including Certified Retirement Services Professional (CRSP), and Accredited Investment Fiduciary (AIF).
Director, Consultant Experience
Will has more than 10 years’ experience in multiple industries in sales, marketing and relationship management roles. Most recently he has worked at AIG Retirement Services in various positions, including Retirement Specialist and Business Development Consultant. In his Retirement Specialist position he was responsible for ensuring the retirement readiness of his assigned AIG Retirement Services plan participants. In his Business Development Consultant role he was part of the team responsible for AIG Retirement Services institutional sales for an assigned region. Will is a graduate of the University of Houston, Bauer School of Business. Will has earned his Accredited Investment Fiduciary Designation from Fi360. He has also earned the Chartered Retirement Plan Specialist designation from the College of Financial Planning and currently holds his FINRA Series 6, 63 and 65 licenses.