Full-Time
No salary listed
Expert
Indianapolis, IN, USA + 3 more
More locations: Miami, FL, USA | Charlotte, NC, USA | Kansas City, MO, USA
Company Size
1,001-5,000
Company Stage
N/A
Total Funding
N/A
Headquarters
Muhlenberg Township, Pennsylvania
Founded
1980
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DRESHER, Pennsylvania, United States, February 2025 - Ascensus announced today that Phillip Gillespie has joined the company as its new Chief Legal, Risk and Compliance Officer.
DRESHER, Pa., Feb. 26, 2025 /PRNewswire/ -- Ascensus announced today that Phillip Gillespie has joined the company as its new Chief Legal, Risk and Compliance Officer. Gillespie reports to Ascensus Chair and CEO David Musto and is based in the company's Newton, MA office
For instance, in May 2021, Ascensus LLC, a US-based financial services company, launched Aimee, an AI-driven virtual coach designed to offer personalized financial wellness guidance to employees participating in retirement plans.
DRESHER, Pa., Aug. 20, 2024 /PRNewswire/ -- Ascensus has named industry veteran Michael Dunn to lead its Enterprise Solutions line of business, effective September 4, 2024.As President, Enterprise Solutions, Dunn will report to Ascensus President Nick Good and join the company's Operating Committee executive team. Dunn succeeds Kurt Laning, who joined Ascensus through the Newport merger in 2022 and retired earlier this spring.Enterprise Solutions is the largest provider of unbundled and outsourced nonqualified retirement plan administration services and provides a broad array of industry leading solutions and expertise, including corporate- and bank-owned life insurance consulting and administration, and fiduciary and total rewards consulting services. It serves institutions of all sizes, including more than 40 percent of Fortune 500 companies."Mike Dunn is a highly experienced and respected leader in our industry and the ideal person to lead our Enterprise Solutions business into the future," said Good. "He brings both relevant and diverse experience to his new role and a deep understanding of the corporate and institutional insurance marketplace. We look forward to welcoming his judgment and industry perspective to our leadership table and decision making."Dunn most recently was Head of Institutional Insurance with MassMutual Financial Group, serving in a number of product, sales, and executive leadership roles of increasing responsibility over a nearly 20-year career
DRESHER, Pa., June 3, 2024 /PRNewswire/ -- Ascensus announced several changes in its Retirement Sales leadership team today, promoting from within to deliver more dedicated support to the advisors and partners they serve, enhance leader focus on key initiatives, and enable the long-term growth of the business.Head of Core Retirement, Jason Crane, has named Anthony Bologna to the newly created role of National Sales Director. Bologna, a 25+-year Ascensus veteran, will be responsible for overall leadership of the retirement sales organization, and span both field-based and internal resources.He began his Ascensus career in sales in 1998 and was named to his prior role as Division Vice President – Eastern Region in 2014. Bologna's focus on leveraging data and analytics to drive informed behavior has helped evolve the company's sales practices and delivered outsized growth for the business.Reporting to Bologna will be Lori Zeman, Division Vice President – Western Region; Carolyn Fraser, Head of Internal Sales; and Jeff Simes, Bologna's successor as Division Vice President – Eastern Region.Simes joined Ascensus in 2018 as Regional Vice President – Northeast and has been a top performer in each year of his tenure. He previously excelled in roles with CUNA, The Hartford, and Principal Financial Group, and brings more than 30 years of sales experience to his new role.Crane announced that Mickie Morley has succeeded Simes as Regional Vice President – Northeast, assuming responsibility for Eastern Massachusetts, Maine, New Hampshire, and Vermont. Morley joined Ascensus in 2019 in internal sales following an 11-year sales career with CUNA and its CPI division.In addition, Jim Walker, previously Director, Internal Sales, has assumed the newly formed role of Head of Enablement – Core Retirement. Walker, who joined Ascensus in 2019, will report directly to Crane and focus on accelerated delivery of data and analytics-driven insights used to optimize deployment of resources