CHARLES DORR

AMP New Zealand

Auckland, New Zealand 

August 2018 – December 2023

Product Manager

• Transferred 3 Legacy Schemes to new Manager, Wound Up 2
• Maintained FMCA Compliance for 6 Legacy Schemes 
• Oversaw Production of All Legacy Scheme Member Statements
• Located Scheme Members with Unclaimed Monies 
• Participated AMP Corp. Purpose and Values Project 

Retirement Revolution

Pasadena, California, USA

Aug 2014 - Dec 2014

Product Manager

• Designed online pension product offering for micro-businesses

International Consulting Experience 

May 2003 – June 2013

• Drafted Government Negotiating Framework for Resolving Union Pension Concerns to complete Privatisation of the Power Sector
• Participated in Government-Union Negotiations

February-March 2010,

October 2010

• Drafted Regulations for Government Pension Scheme 
• Designed Audit Plan and Lead the First Ever Audit of the Government Scheme by the Regulator, the National Bank of Rwanda

Adam Smith International, UK

• Drafted Report Regarding Pension Stabilisation Prior to Independence
• Presented Summary of Work to H.E. Salva Kir, President 

• Trained Government National Pension Fund (GNPF) Staff
• Developed Future State Organization Draft for GNPF

• Provided Input on Possible Consolidation of the Government and Private Pension Schemes 

• Worked to Re-Establish Private Sector Contributions Post Conflict
• Trained Private Sector Government Pension Staff on Data Entry
• Analyzed Key Components of Registry System for U.S. State of Kentucky

• Provided Input for Strategy Paper on State of Government Pension Scheme 

Franklin Templeton Investments

Rancho Cordova, California, USA

Oct 1993 - Dec 1999

Vice President

Built and managed a defined contribution daily valuation recordkeeping service similar to Kiwi Saver provider offerings.  Staff of 50+ with 6 direct reports. 

• Selected all critical business components for start-up business including:
• Grew the business over 5 years to $1.2 billion in scheme assets under management, 530 retirement scheme clients and over 65,000 scheme participants. 

Charles Schwab Trust Company

San Francisco, California, USA

May 1992 - Sep 1993

Vice President

• Ran the Trust Company Relationship Management Unit
• Developed innovative internet link that provided institutional customers online access to Schwab's Mutual Fund Marketplace 
• Presented new link to largest pension recordkeepers in America, and assisted in sales presentations and
• Helped grow the new business pipeline to $1 Billion in assets. 

Union Bank of California

San Francisco, California, USA

Sep 1981 - Apr 1992

Vice President

• Performed bank branch audits as audit team member;
• Lead first corporate audit of banks Marketing Division;
• Resolved a significant accounting issue in the bank’s “KiwiSaver” pension scheme; 
• Managed bank’s retirement and long- term disability plans covering 5,000 employees and retirees;
• Worked as contact person and project lead for defined benefit scheme termination which return over $80 million to bank from scheme over-funding;
• Served as acting Manager of Portland Employee Benefit Trust unit and helped resolve client issues with significant labor unions and;
• Founded the bank’s pension scheme registry business unit, including installation of key software. 

UCLA

Los Angeles, California, USA

1969 – 1973

University of Hawaii

Honolulu, Hawaii

1973-1974

B.A., Philosophy 

Graduate Studies Philosophy 

California State University East Bay

Hayward, California, USA

1975

Multiple-Subject Teaching Credential Permanent