Dresher, PA – Ascensus—
In this role, Bracchi will work with financial advisors, third-party administrators, and financial institutions—
Bracchi brings nearly 20 years of retirement industry experience to his role, including expertise on territory development and fostering strong client relationships. Prior to joining Ascensus, he served as vice president, senior retirement plan strategist at Franklin Templeton Investments and vice president, retirement plan consultant at Oppenheimer Funds. Bracchi earned his Bachelor of Science degree in Business—Human Resource Management from Auburn University and holds his FINRA Series 7, 63, and 66 licenses along with his Accredited Investment Fiduciary® and Certified Health Savings Adviser designations®.
“Bryan’s deep industry knowledge and excellent communication skills allow him to establish a rapport with clients that helps him to accurately assess—and ultimately meet—their needs,” states Jason Crane, head of retirement sales at Ascensus. “We’re looking forward to watching him apply his professional and interpersonal skills to building and maintaining advisor relationships in the Northern Texas region.”
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.