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Ascensus Appoints Two New Regional Vice Presidents
Lori Zeman and Charles Stinson join sales team to represent new regions
Zeman will represent the new Pacific Northwest region, covering Alaska, Washington, Oregon, Nevada, Idaho, and Montana. Stinson will serve North and South Carolina in the new Carolinas region.
"The knowledge and experience Lori and Chuck bring to the team will push us forward in supporting and servicing our financial advisor clients," said Anthony Bologna, vice president, national sales at Ascensus. "Expanding our network of regional vice presidents reaffirms our commitment to helping advisors grow, retain, and maximize the efficiency of their practices."
Zeman has over 15 years of retirement industry experience in relationship management, business development, and sales. She most recently served as a business development consultant on the strategic partners team at Ascensus. Zeman earned her Bachelor of Arts degree from Bemidji State University. She also holds her FINRA Series 6 and 63 designations.
Stinson, who previously served as an Ascensus regional vice president from 2008 to 2013, rejoins the company to represent a new sales region. Prior to this, he served as regional vice president at Ohio National Financial Services and director of business development at Summit Retirement Partners (LPL). He earned his Bachelor of Business Administration/
Ascensus is the largest independent retirement and college savings services provider in the United States, helping over 6.5 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 3.5 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/
Account Supervisor, Gregory FCA