RVP appointment

Ascensus Appoints New Regional Vice President

Curt Joyner Joins Sales Team to Represent the Northern Texas Region

Dresher, PA—Ascensus, a technology-enabled solutions provider that helps more than 7 million Americans save for the future, announced that it has appointed Curt Joyner as regional vice president of the Northern Texas region, covering North Texas and Oklahoma.

In this role, Mr. Joyner will work with financial advisors, third-party administrators, and financial institutions—including outsourcing partners and DCIO (defined contribution investment only) wholesalers—to build and maintain Ascensus’ key relationships throughout the region.

Mr. Joyner has more than 20 years of experience in the financial services industry. Prior to joining Ascensus, he served as a regional retirement sales executive for Paychex, Inc. and also held several sales positions covering various regions at ADP. He earned a Bachelor of Science degree in Finance from Louisiana State University and holds his FINRA Series 7, 63, and 24 designations.

“Curt’s business development, consulting, and relationship management skills, combined with his comprehensive retirement knowledge make him an excellent fit for this role.” said Anthony Bologna, vice president, retail sales at Ascensus. “We’re happy to welcome someone with such an impressive background and vast experience to our sales team.”

 

About Ascensus

Ascensus is the largest independent retirement and college savings services provider in the United States, helping over 7 million Americans save for the future. With more than 35 years of experience, the firm partners with financial institutions to offer tailored solutions that meet the needs of financial professionals, employers, and individuals. Ascensus specializes in recordkeeping, administrative, and program management services, supporting over 40,000 retirement plans and over 3.8 million 529 college savings accounts. It also administers more than 1.6 million IRAs and health savings accounts and is home to one of the largest ERISA consulting teams in the country. For more information about Ascensus, visit www.ascensus.com.

View career opportunities at careers.ascensus.com or on LinkedIn at linkedin.com/company/ascensus. For the latest company news, follow @AscensusInc on Twitter.

 


Ascensus Appoints New Regional Vice President

Greg Kallus Joins Retirement Plan Sales Team to Represent the Southern Texas Region

 

Dresher, PA–Ascensus, a service and technology provider that helps more than 7 million Americans save for the future, has appointed Greg Kallus as regional vice president of the Southern Texas region, covering Texas and Louisiana.

In this role, Mr. Kallus will work with financial advisors, third-party administrators, and financial institutions— including outsourcing partners and DCIO (defined contribution investment only) wholesalers— to build and maintain Ascensus’ retirement plan distribution networks.

Mr. Kallus brings 19 years of financial services industry experience to his role. Prior to joining Ascensus, he served as a regional retirement sales representative at Paychex where he partnered with financial advisors to grow their practice and provide retirement plan solutions to employers in eastern and south Texas. He also held several positions in retirement plan sales, client service, and relationship management at Invesco. Mr. Kallus received a Bachelor of Arts degree in Business and Political Science from The University of Texas at Austin. He holds his FINRA Series 6, 7, 63, and 66 designations.

“Greg’s extensive knowledge of the retirement services industry and experience with helping advisors select the right retirement plan for their clients make him an excellent fit for this role,” states Anthony Bologna, vice president, national sales at Ascensus. “We’re pleased to welcome him to our sales team and leverage his expertise to support financial advisors in his region.”

 

About Ascensus

Ascensus helps more than 7 million Americans save for the future—retirement, college, and healthcare—through service and technology solutions. With more than 35 years of experience, the firm offers tailored solutions that meet the needs of banks, credit unions, states, governments, financial professionals, employers, and individuals. Ascensus supports over 50,000 retirement plans, more than 4 million 529 college savings accounts, and a growing number of ABLE savings accounts. It also administers more than 1.5 million IRAs and health savings accounts. For more information about Ascensus, visit www.ascensus.com.

View career opportunities at careers.ascensus.com or on LinkedIn at linkedin.com/company/ascensus. For the latest company news, follow @AscensusInc on Twitter.

 


Ascensus Appoints New Regional Vice President

Anthony Parisi joins sales team to represent the Great Lakes region

Ascensus Appoints New Regional Vice PresidentAscensus, the nation’s largest independent retirement and college savings services provider, announced that it has appointed Anthony Parisi as regional vice president of the Great Lakes region, covering Michigan and Indiana.

In this role, Mr. Parisi will work with financial advisors, third-party administrators, and financial institutions—including outsourcing partners and DCIO (defined contribution investment only) wholesalers—to build and maintain Ascensus’ key relationships throughout the region. His consultative approach will help advisors grow their businesses while meeting the needs of their plan sponsor clients.

Mr. Parisi brings extensive experience in the financial services industry. Prior to joining Ascensus, he served as the director of retirement plan development at First Ohio Planning. He has also worked in various capacities for AXA, The Hartford, OppenheimerFunds, Nationwide, and Transamerica. Mr. Parisi received a Bachelor of Science degree in Education from Kent State University. He holds his FINRA Series 7 and 66 designations.

“Anthony is a seasoned sales professional with a proven record of being a top performer.” said Anthony Bologna, vice president, national sales at Ascensus. “We are happy to welcome him to our sales team and leverage his experience to better assist financial advisors in his region.”

About Ascensus

Ascensus is the largest independent retirement and college savings services provider in the United States, helping over 7 million Americans save for the future. With more than 35 years of experience, the firm partners with financial institutions to offer tailored solutions that meet the needs of financial professionals, employers, and individuals. Ascensus specializes in recordkeeping, administrative, and program management services, supporting over 47,000 retirement plans, over 4 million 529 college savings accounts, and a growing number of ABLE savings accounts. It also administers more than 1.5 million IRAs and health savings accounts and is home to one of the largest ERISA consulting teams in the country. For more information about Ascensus, visit www.ascensus.com.

View career opportunities at careers.ascensus.com or on LinkedIn at linkedin.com/company/ascensus. For the latest company news, follow @AscensusInc on Twitter.