“We are pleased to have Cheryl join our national sales team,” says Stephen Cronin, National Sales Director at Ascensus. “She comes to Ascensus with significant wholesaling experience and valuable relationships with key financial advisors, third party administrators and investment-only partners throughout an area that is essential to the organization.”
Prior to joining Ascensus, Cheryl Courtney worked as a retirement plan wholesaler in California. Her Series 7 Securities License and designations as an Accredited Investment Fiduciary (AIF) and Accredited Retirement Plan Consultant (ARPC) are underscored by memberships with the American Society of Pension Professionals & Actuaries and the Employee Benefits Association of Los Angeles.
With more than 30 years of industry experience, Ascensus is a leading provider of high-quality retirement plan solutions for organizations of all sizes. Through its 1,000+ highly trained associates and one of the largest ERISA consulting practices in the U.S., Ascensus provides recordkeeping and administrative services to over 27,000 defined contribution plans and administers over 1.5 million IRAs. Ascensus partners with financial institutions to offer tailored solutions to meet the needs of financial professionals, employers and individuals. For more information, visit www.ascensus.com.