TRPC’s Executive and Management Team
Patrick Hale, JD, MBA
Patrick received his Bachelor of Arts in Business Administration from Ouachita Baptist University and earned a Master of Business Administration and Juris Doctor from the University of Arkansas. He has over 18 years experience within the retirement plan industry. Prior to joining TRPC, Patrick held leadership positions with several third party administration and investment advisory firms. Patrick is licensed to practice law within the state of Arkansas and attained the designation of Qualified Plan Administrator (QPA) from the American Society of Pension Professionals and Actuaries (ASPPA).
Patricia Bowker, CPA
Chief Financial Officer
Patricia has over 20 years of professional experience in the employee benefits industry. She received her Bachelor of Science in Accounting from David Lipscomb University in Nashville, TN. She is a Certified Public Accountant and a member of the American Institute of CPAs as well as the Tennessee Society of CPAs.
Rick Pummill, CLU, QPA, QKA
Manager of Consulting and Compliance
Rick has worked over 30 years in the development, management and administration of qualified retirement plans. He has assisted thousands of business owners and their advisors in identifying opportunities to help management achieve their objectives. Rick earned a Bachelor of Arts degree in Economics from Dartmouth College and received his Chartered Life Underwriter (CLU) designation from the American College and his Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) designations from the American Society of Pension Professionals and Actuaries (ASPPA). Rick is an active member of ASPPA and the Dayton, Ohio Employee Benefits Group. He also serves on the boards of several local non-profit organizations.
National Sales Director
Rob has over 30 years of experience in qualified plan sales, relationship management, and administration. As National Sales Director he is responsible for building the TRPC sales team and new distribution channels. Rob received his Bachelor of Science degree in Finance from Xavier University. He holds his NASD Series 7, 26 & 63 and his OH Life & Health License.
Scott Cloud, MBA, CPC
Scott has over 15 years of experience in the retirement plan industry, with expertise in plan design, documents, administration/consulting, and employee education/enrollment. His role as Sales Director is devoted to the development and execution of strategies aimed at helping TRPC’s investment advisor partners to acquire, manage, and scale retirement plan advisory business. Scott received a Bachelor of Science in Business Administration from Miami University (OH), and earned an MBA from The Ohio State University. He is an active member of the American Society of Pension Professionals and Actuaries (ASPPA) and has earned his Certified Pension Consultant (CPC) designation.
Director of Wealth Advisory Services
Jeff is TRPC’s Director of Wealth Advisory Services and is located in TRPC’s Brentwood, TN office. He began his career in 2008 as a trust associate with First Freedom Trust, where he gained experience in client services, operations, administration, and consulting. He later joined ProEquities Inc. where he became a fully licensed Investment Advisor. Jeff is a graduate of Cumberland University in Lebanon, TN, where he earned a degree in Business Administration with a focus in Finance and Marketing. He holds FINRA Series 7, Series 63, and Series 65 licenses, and Life & Health and Property and Casualty insurance licenses.
Director of Compliance and TPA Relations
Kerrie has a Bachelor of Science degree in Business Administration from Southern Illinois University and has worked in the financial services industry since 1998. Earning a Series 7 & 63 securities license in 2000 and a Certified Retirement Services Professional (CRSP) designation in 2002, she has dedicated the last 20 years of her career to developing quality teams and processes that allow for successful operation of corporate retirement plans.
Managing Director, India
Amit’s core responsibilities include overseeing the Indian business and executive functions at TRPC. He is responsible for managing the company’s investment in people, through recruiting and training new team members for our India offices. Amit has a Master of Business Administration from IIPM India and has over nine years of experience in the retirement plan industry. Prior to his association with TRPC, Amit worked with other leading Retirement Administration companies, where he had global responsibility for operations, client services, performance attribution, business continuity and planning and training.
Senior Director, India
Manisha leads operations, transitions and process improvements for clients at TRPC Service Team and holds notable insight into the varied activities of retirement plan administration. Manisha has a Master of Business Administration from the Institute of Marketing and Management, Delhi, India, and has over nine years of experience in managing operations. She has been responsible for new projects, planning process reengineering, and maintaining deliverables.
Senior Director, India
Arun is responsible for developing and executing strategies that promote productivity and efficiency, and that enhance technical talent for TRPC’s offshore unit. A Science graduate from Delhi University with a Master of Business Administration from ICFAI University, India, Arun has over 10 years of experience in the retirement plan industry. He possesses key expertise in retirement plan administration, and is an asset to the organization in the areas of project management and new business conversions.