Meet the Senior Management Team
Prior to his current role, Bob was the co-founder of The Copeland Companies which was later acquired and became a division of Citigroup. In turn, Copeland became the Associates Division of CitiStreet when Citigroup and State Street Bank formed the CitiStreet joint venture in 2000. Bob recently retired as president and member of the board of CitiStreet, the global benefits delivery company.
In his role as Chairman and CEO of Copeland and later as President of CitiStreet and Chairman and CEO of the Associates Division, Bob attracted key management talent and developed the strategies that led to the growth of Copeland and CitiStreet. By 2006, under his leadership, the Associates Division sales organization grew to 25 Regional offices with 500 captive sales representatives. The Associates Division generated over $150m in revenue annually, and strongly contributed to CitiStreet becoming the second largest retirement plan record keeper in the country.
Prior to his current role, Steve was Senior Vice President for Citistreet/Copeland. In this role he was responsible for the Defined Contribution and Employee Benefit sales efforts for The Copeland Companies and Citistreet. Steve’s responsibilities over the 23 years he was with Copeland and CitiStreet included case acquisition, case retention, management of the Regional Sales Managers and their Sales Representatives.
Prior to his current role, Lee held several key senior technical positions within the software industry. As a Senior Technical Consultant with Axway, Lee was responsible for architecting and implementing secure file transmission platforms in the Financial Services industry. As a Senior Systems/Network Administrator with Inovis, Lee was responsible for architecting and maintaining the Inovis data center and suite of B2B applications.