Solutions Driven Product and Marketing Executive With Over 20 Years of Experience in Investment and Retirement Plan Services
We help over 7 million Americans save for retirement, college education, and healthcare, servicing IRAs, HSAs, 401(k)s, and 529 college savings plans.
With extensive experience in the retirement plan services business, I’ve achieved success by creating strategic solutions, managing tactical implementation of key initiatives, and using my in-depth technical knowledge to drive strategy. My passion for retirement readiness—complemented by a deep-rooted understanding of a complex industry—has helped position me as a go-to resource for those seeking knowledge about investments, retirement plan design, and products that meet the needs of retirement plan financial advisors, plan sponsors, and retirement plan participants. At Ascensus I oversaw product strategy for the company’s Retirement Services division with a primary focus on competitive product positioning and promoting Ascensus’ value proposition across its multiple lines of business. Specialties: investments, web strategy, plan design, marketing and communications, and product management, agile software development
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