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Ascensus Appoints New Regional Vice President
Kathryn Jordan joins sales team to represent the Northeast region
In this role, Ms. Jordan will work with financial professionals, 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.
Ms. Jordan takes a consultative approach with advisors, seeking to meet the needs of their plan sponsor clients while helping them effectively grow their business. Prior to joining Ascensus, Ms. Jordan served as associate director of the DCIO division of the John Hancock Institutional Sales Group, where she served as a key point of contact for the professional retirement plan advisors, consultants, and recordkeepers that her team supported. Ms. Jordan's exceptional performance earned her John Hancock's 2015 Franchise Player award.
"Kathryn has excelled in a number of roles in the DCIO space over the course of the past five years, and brings a unique perspective on how to best support our retirement-focused advisor network," said Anthony Bologna, vice president, national sales director at Ascensus. "We are happy to have her join our already strong sales team and are confident that she will help strengthen our relationships with the advisors we partner with throughout New England."
Ms. Jordan earned her Bachelor of Arts degree in Economics from Bowdoin College. She also holds her FINRA Series 7 and 63 designations and the Massachusetts Variable Life and Health certification.
Ascensus is the largest independent retirement and college savings services provider in the United States, helping over 6 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 3.4 million 529 college 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/
VP, Marketing & Communications