Company Veteran Brings Experience Across Multiple Sales and Operations Disciplines to Organizational Leadership Role
Dresher, PA—Ascensus—whose technology and expertise help millions of people save for retirement, education, and healthcare—is pleased to announce the appointment of Lori Zeman as division vice president of the firm’s retirement plan sales team for the western region.
In this role, Zeman will help achieve national goals for Ascensus 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. She most recently served as a regional vice president for the firm’s Pacific Northwest region, covering Alaska, Washington, Oregon, Nevada, Idaho, and Montana.
Along with an impressive track record of sales excellence, Zeman brings more than 15 years of financial services experience in relationship management and business development. She earned her Bachelor of Arts degree from Bemidji State University. She also holds her FINRA Series 6 and 63 designations along with her Certified IRA Professional (CIP) designation.
“Lori’s deep understanding of Ascensus and tireless desire to help those around her excel have earned her the respect of colleagues both within our organization and across the industry,” said Jason Crane, head of retirement sales at Ascensus. “I’ve been touting Ascensus’ ability to attract and retain top talent for years now; I couldn’t be happier to point out that our ideal and most-qualified hire came from within our own organization.”
Ascensus helps millions of people save for what matters—retirement, education, and healthcare. Our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers. Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com. Explore the Ascensus’ latest data and insights on savings behaviors at pulse.ascensus.com and view career opportunities at careers.ascensus.com.