Addition of Executives Signals Continued Support for Financial Advisors and Institutional Partners
Dresher, PA – Ascensus—
As division vice president, western region, Brown will help achieve national goals for retirement plan sales while leading a team of external sales associates alongside Ascensus veteran Anthony Bologna, who will continue to manage the eastern half of the sales organization. Brown brings more than 20 years of financial services experience and is an established leader in the industry, having been consistently recognized for his strategic and tactical talents.
Prior to joining Ascensus, Brown served as vice president, managing director of institutional plan sales at Transamerica, where he led a team of high-caliber financial services professionals focused on building strong business partnerships in the large plan space. He has also held positions at Nationwide Financial, First Citizens Bank, M&T Bank, and Manning & Napier, affording exposure across a broad set of financial markets. Brown earned his B.A. in Political Science from the University of Nevada.
O’Connor will serve as head of business development, leading a team charged with building and maintaining strong working relationships with broker-dealer, RIA, and TPA firms nationally to promote Ascensus and partner solutions. She has nearly 20 years of experience in creating and executing strategies within the retirement industry that translate company vision into customer solutions.
Most recently, O’Connor served as managing director, business development, retirement for Transamerica, where she oversaw national relationships with key distribution partner firms while focusing on strategic growth and execution. She also held leadership positions in client development and worked in roles within relationship management and education services. She earned her B.S. in Business Management from Indiana University’s Kelley School of Business.
“The additions of Chad and Mindy once again highlight Ascensus’ ability to attract the best talent in the financial services industry,” said Jason Crane, head of retirement sales at Ascensus. “While we couldn’t be happier to have them join our team, the real winners will be our advisors and institutional partners who will benefit from their leadership and our expanded resources.”
Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. The firm delivers technology and expertise to help millions of people save for what matters most—retirement, education, and healthcare. For more information about Ascensus, visit ascensus.com. View career opportunities at careers.ascensus.com.