1. Phil Berryman
2632 Longfellow Drive Wilmington, DE 19808 – (302) 353-0293
WORK EXPERIENCE
Wilmington Trust Company (bought by M&T Bank, then Broadridge Financial) – Wilmington, DE
October 2006 – June 2016: Corporate Retirement Services – Account Manager
Develop and maintain relationships with Recordkeepers, Plan Sponsors, brokers, and other external and
internal business partners as the primary contact for a variety of retirement plans
• Train, manage, and supervise a team that provides account specific administration and client services
to a range of varieties of retirement plans
• Concentrate on relationship management of quality and accuracy of daily work, and minimizing risk
to the company in the handling of over 110 plans
• Represent division in several IT and Operations projects to increase efficiencies within the division,
including being the liason between the Administration and Operations Divisions, involved in testing
of all new software and systems, and represent division in project to update the equity trading system
February 2004 – October 2006: Corporate Retirement Services - Account Administrator
Perform the day-to-day administrative tasks required for role of custodian or trustee on various types of
Corporate Retirement plans
• Was responsible for daily administration of 401(k), 403(b), Pension, Cash Balance, and Employee
Stock purchase plans, including all cash and asset transactions, account reconciliation, and managing
any problems that arise
• Maintained relationships with clients, including several Third Party Administrators, Plan Sponsors,
Broker/Dealers, auditors, and plan participants
• Headed Procedures Team, which writes and reviews all of the operational procedures regarding the
trust system which are included in the division’s SAS70 report
• Used several internal IT systems constantly every day for plan administration
September 2003 – February 2004: Corporate Retirement Services - Conversion Specialist
Responsible for all tasks necessary to bring a Retirement Plan into Wilmington Trust
• Required high level of professionalism in written and oral communication, being among the first
representatives of the company for new clients
• Prepared documentation, received assets, and established accounts for new retirement plan clients
while taking special care to ensure all parties were within compliance
• Communicated constantly with clients of all levels at the Plan Sponsors and Third Party
Administrators, as well as interacted with internal business associates, especially Operations,
Management, and Risk/Compliance Units
• Prioritized multiple tasks involving various plan types and deadlines while utilizing many different
systems
November 2000 – June 2002: Trust Collections Specialist
Trust Operations role processing all interest payments for securities by held by Wilmington Trust, while
serving as back-up to other Trust Collections desks
• Posted dividend and capital gain distributions to all of the bank’s mutual fund accounts in a timely
manner
• Communicated via phone and email with Mutual Fund Company representatives and Plan
Administrators and Managers in order to pay time sensitive distributions and reconcile trust
accounts
• Served as back-up for desks that processed interest payments on mortgage-backed and foreign
securities
EDUCATION
Bachelor of Science in Business, Concentration in Management, February 2000

2. University of Delaware, Newark DE