Jonas Merk Joins Sales Team to Support Financial Advisors and Their Clients in the New York Metro Region
Dresher, PA—Ascensus—whose technology and expertise help millions of people save for retirement, education, and healthcare—is pleased to announce the appointment of Jonas Merk as regional vice president of the firm’s retirement plan sales team for the New York Metro region, covering New York City, Long Island, and Westchester County.
In this role, Merk will work with financial advisors, third-party administrators, and financial institutions—including institutional and DCIO (defined contribution investment only) partners—to build and maintain Ascensus’ retirement plan distribution networks. He will report directly to Anthony Bologna, divisional vice president of the eastern region, retirement sales.
Merk brings more than 15 years of retirement industry experience to his role, including expertise in all aspects of distribution, brand exposure, and assisting partners to scale their practices. Prior to joining Ascensus, he served as a regional vice president for Nationwide Financial, where he achieved several notable accomplishments that included development of a top five sales territory (NY Metro) and recognition as NAPA DC Wingman. Merk attended Montclair State University and holds his FINRA Series 7, 66, and 63 licenses.
“In addition to routinely achieving exceptional results for himself and his partners, Jonas possesses interpersonal skills that allow him to develop long-term, trusting relationships with clients,” says Jason Crane, head of retirement sales at Ascensus. “Adding someone of his caliber demonstrates Ascensus’ ability to attract and retain high-end talent, and is indicative of our commitment to help people save for what matters most.”
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.