Munzer & Company




Colonial Mutual Funds, Boston MA

Managed sales support functions for $14 billion company. Developed and directed strategic and tactical goals for marketing, telemarketing, field support, finance, and computer systems. Created budgets, control systems and compensation plans.

  • Restructured wholesaler support and created information system to target key customers resulting in sales increases from $800 million to $4+ billion in 5 years
  • Improved responsiveness to customer needs that helped reverse net redemption situation and led to 100% increase in assets in 5 years
  • Re-engineered departments and compensation plans to support corporate goals resulting in improved productivity, reduced turnover, and greater profits
  • Negotiated joint venture for trust services to supplement mutual fund product line

New England Financial, Boston, MA

Managed Corporate and Market Research Departments of $50 billion insurance company. Analyzed customers and competitors of the Life, Group Health, Annuity and Mutual Funds product lines. Evaluated field force needs and performance. Supported the sales process with territory analyses, market potential, and demographic profiles.

  • Created executive information system to focus senior officers’ decision-making
  • Implemented customer market segmentation to evaluate potential product additions
  • Represented industry position to legislature and with the media in successfully fighting proposed pricing legislation
  • Revised agent compensation package to support expansion of product line to  mutual fund sales

Other Professional Experience

  • Massachusetts Division of Employment Security - Director, Bureau of Labor Statistics research programs
  • National Bureau of Economic Research - Managed computer systems & vendor contracts
  • Control Data Corporation - Designed U. S. Army personnel database
  • John Hancock Mutual Life Insurance - Supervised Actuarial Research Department

Professional Activities

Guest Lecturer & Industry Seminar Speaker


  • Wellesley College

  • Harvard University
  • Northeastern University
  • Investment Company Institute
  • American Council on Life Insurance
  • Bureau of Labor Statistics
  • American Economics Association
  • Institute of Management Consultants - Board of Directors
  • Investment Company Institute - Research & Program Committees
  • Bureau of Labor Statistics - Research & Policy Advisory Committees
  • American Economic Association - Committee on the Status of Women
  • Massachusetts High Technology Council - Task Force on Engineering Employment

Civic Activities

  • Trustees of Donations, Episcopal Diocese of Massachusetts - Mutual Fund Trustee
  • R. F. Kennedy Action Corps for Children - Vice President - Board of Directors, Personnel Practices Committee
  • Brookline Town Meeting - Financial Advisory Board
  • Brookline Improvement Council - Board of Directors for low income housing
  • League of Women Voters - Board of Directors & Housing Committee Chair
  • United Way Chair, Colonial Mutual Funds - quadrupled contributions & participants
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Munzer & Company... Making Things Work Better in the Financial Services Industry