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
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.
Andrew Gehring, AIF, ARPC
Vice President of Sales, Southeast Region
Gary L. Simon Jr., QPFC
Vice President of Sales, Mid Central Region
Gary is located in Cincinnati, OH . He has worked exclusively with qualified plans for over 20 years. Prior to his sales career, Gary’s extensive background in record keeping and administration developed his consultative brand. An ASPPA member for over 15 years, he delivers plan design consultation and ERISA guidance. Prior to joining TRPC, he was consistently one of the top wholesalers for Ameritas Life and Fidelity Investments. With over $1 Billion of retirement plans sold over his career, Gary has earned such honors as Regional Director of the Year multiple times. Gary Joined The Retirement Plan Company in June of 2018 and holds Series 7, 63 and 65.
Vice President of Sales, South Central Region
Vice President of Sales, Northeast Region
Based in Middlebury, Connecticut, Jerry is responsible for sales and relationship development with financial professionals and plan consultants in New York, New Jersey, New England, and Eastern Pennsylvania. He has acquired more than 30 years’ experience in the retirement plan industry. In 2015 he was a NAPA (National Association of Plan Advisors) Wingmen Award winner, which was awarded to 10 of the industry’s top Defined Contribution external wholesalers. Prior to joining TRPC, Jerry was a President’s Club wholesaler at John Hancock, and prior to that, The Hartford where he earned numerous awards. Jerry earned a BA from the University of Connecticut and is currently earning a MA in Psychology. In addition to his expertise in retirement plans, he has consulted on practice management and executive coaching.
Kyle Brown, RPA, CEBS
Defined Benefit Plan Manager
Kyle Brown is TRPC’s Defined Benefit Plan Manager and he is located near Asheville, NC. Kyle graduated from the University of North Carolina at Chapel Hill with a BA in political science and a second major in history. He has earned the Retirement Plan Associate (RPA) and Certiﬁed Employee Beneﬁt Specialist (CEBS) credentials from the International Foundation of Employee Beneﬁt Plans (IFEBP). Kyle has 11 years of experience administering various facets of deﬁned beneﬁt retirement plans, from startup plan designs to plan terminations and participant distributions. He also holds his NASD Series 65 license.
Vice President of Sales, Western Region
Suzan brings over 20 years of experience in the retirement plan industry charged with serving the West Coast Region. She possesses extensive experience in business development and relationship management focused on helping others in plan design consulting, compliance, participant education, and investment fiduciary due diligence. Suzan earned a Bachelor of Science from East Tennessee State University and holds the FINRA Series 65, Certified Funds Specialist CFS® designation, and the California Variable Life & Health Insurance License. She currently resides in Orange County, CA with her Persian cat and is an avid runner, group fitness instructor, and loves the outdoors.
Managing Director, India
Amit Kakar, as Managing Director (India), sets and evolves the strategic direction for the company and its portfolio of offerings, while nurturing a strong leadership team to drive its execution. Amit has nearly two decades of global experience in the field of retirement plan industry. Amit holds a Master of Business Administration degree from a reputed institute and oversees the Indian business and executive functions at TRPC.
Senior Director, India
Manisha Kakar, as a senior director, leads operations, transitions and facilitates process improvements for clients at TRPC Service Team. She is backed with a Master of Business Administration degree and has over 16 years of experience in managing retirement plan operations. Today she leads the TRPC service team and is responsible for all back-office offshore operations.
Senior Director, India
A tech-savvy Science graduate from Delhi University backed with a Master of Business Administration, India. Arun has more than 14 years of experience in the retirement plan industry and in charge of creating and executing plan and strategies that increase productivity and efficiency of the TRPC’s offshore unit. He has been with TRPC since 2008, leading back-office operations like setting up new operations, transitions management, project management, client engagement, leading large teams, he is also responsible for delivery and managing the profitability of a business unit.