Personal Information
Organization / Workplace
Raleigh-Durham, North Carolina Area, NC United States
Occupation
Head of 403b and 457 Markets | K12, Government, Healthcare | Vice President
Industry
Finance / Banking / Insurance
Website
About
Veteran retirement industry executive leading all 403(b)/457 business development and sales for Aspire Financial Services, a dynamic, fast growing retirement plan record keeper. Aspire owns and operates a proprietary retirement plan software platform that connects to multiple asset custodians to serve the needs of over 10,000 retirement plans and 300,000 participants.
Consistently a number one 403(b)/457 retirement plan Sales SVP during a 22 year career with ING/Voya. Oversaw 13 states, met sales objectives up to $500mm and managed Plan Sponsors from $5mm to $500mm in plan assets.
Departed ING/Voya in 2011 to design and launch a software platform that has grown to 85,000 users with $3...
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