New Business Development roles at RMS

Anne Keehn and Judith Rohr

RMS has consolidated the “Marketing” and “Plan Conversion” departments into one service under “New Business Development”.  As part of the enhanced service model, Judith Rohr has taken on a broader role that will involve transitioning new clients into the firm.  Judith will continue to service her existing clients as an Account Executive, in addition to managing the plan conversions process for the firm.  Anne Keehn, who was the Transition Consultant dealing with plan conversions, is now a New Business Consultant and will oversee the Marketing efforts for the firm, in addition to continuing to coordinate the company’s newsletter and website and maintaining the firm’s plan document services.