Regional Vice President - Retirement Sales
Actuaries
Defined Contributions Relationship Management
QKA, QKC
Jessica Ladny
Manager, DC Relationship Management
QKA, QKC, QPA
Ezra Gorman
Professional Relationship Manager, DC
QKA
Holly Watson
Professional Relationship Manager, DC
QKA
Thomas Price
Relationship Manager, DC
QKA, QKC
Devin Dalessandro
Relationship Manager, DC
Emily Kohrs
Relationship Manager, DC
QKA, QKC
Justin Cottrell
Relationship Manager, DC
QKA, QKC, QPA
Michael Carr
Professional Relationship Manager, DC
Brian Campbell
Relationship Manager, DC
Melissa Walsh
Relationship Manager, DC
Defined Contributions Administration
QKA, QKC, QPA
Kristen Adkins
Manager, DC Operations
QKA
Tarra Joseph
DC Administration, Team Lead
TGPC, CPC, QPA, QKA
Travis Dougherty
Sr Retirement Plan Analyst
QKA, QKC
Morgan Robertson
Professional Retirement Plan Analyst
QKA
Dennis Clem
Professional Retirement Plan Analyst
QKA
Chris Watson
Professional Retirement Plan Analyst
Kennedy Boal
Retirement Plan Analyst
Defined Benefit Relationship Management
QKA, QKC
Ryan Cottrell
Manager, DB Retirement Services
CPC, QPA, QKA
Gary Geiger
Sr Relationship Manager, DB
CPC, CPFA, QKA, QKC, QPA
Sandy Grant
Sr. Relationship Manager, DB
QKA, QKC, QPA
Amanda Bogner
Professional Relationship Manager, DB
QKA, QKC
Nancy Prakel
Professional Relationship Manager, DB
Tamara Hayas
Professional Relationship Manager, DB
Defined Benefit Operations
QKA, QKC, QPA
Jessica Selzer
Professional Retirement Plan Analyst, DB
CPC, QPA, QKA
Doug Dehne
Professional Retirement Plan Analyst, DB
Plan Documents
Spencer Philips
Professional Retirement Plan Document Specialist
QKA
Emily Berkenstock
Plan Transition Specialist
Plan Transitions
QKA
Jaime MacIsaac
Manager, Plan Transitions
QKA
Eric Collier
Conversion Specialist
Distributions
QKA
Manager, Distributions
Heather Townsend
Professional Distribution Specialist
Brieanna Gordon
Professional Distribution Specialist
Zerina Pintol
Distribution Specialist
Anna Drzik
Distribution Specialist
Eric Long
Distribution Specialist
Marketing Department
Heather Craigg
Manager, Marketing and Sales Enablement
Finance
Bri Breckenridge
Financial Administrator
Roxanne Warren
Office Manager
Human Resources
PHR
Christen Ellet
Manager, Human Resources
Tara Billeter
Administrative Assistant
Yvonne Barna
Talent Management Coordinator
