Raymond Barrett is an experienced Client Relationship Manager at The Standard, focusing on delivering exceptional customer service and managing client relationships within the Dallas/Fort Worth and Oklahoma retirement plans service region since January 2021. Prior to this role, Raymond served as an Application Risk Analyst at TIAA Bank, evaluating applications for compliance with the USA PATRIOT Act, and held the position of Vice President of Qualified Plan Operations and Compliance at T Bank N.A., overseeing 401(k) plan compliance. Raymond's career also includes significant roles at Envoy Air, where oversight of 401(k) plans was managed, and Fidelity Investments, where various managerial positions included responsibilities for retirement tax form compliance and client relationship management for significant asset portfolios. Raymond holds a Bachelor's Degree in Finance and Financial Management Services and Accounting from the University of North Texas and an MBA in Financial Information Technology from The University of Dallas.
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