Head of Government Savings
We help over 7 million Americans save for retirement, college education, and healthcare, servicing IRAs, HSAs, 401(k)s, and 529 college savings plans.
A senior executive with over 25 years of leadership experience in the financial services industry, most recently as President of Ascensus Retirement Services. Core competencies include: business development and integration, operations management, product development, personnel management and leadership development, vendor oversight and client relationship management. Specialties: General Business Management Operations Management Budgeting and forecasting Product Development Relationship Management Project Management
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