Head of Money Out Operations leading operational strategies and developing teams at Ascensus to efficiently manage client expectations and operational controls.

Ascensus helps millions of people save for a better future.
We’re also one of the savings plan industry’s leading providers of outsourced services.
Our technology and expertise enhance the growth and success of our partners, their clients, and savers.
Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States.
For more information, visit ascensus.com.
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Head of Money Out Operations leading operational strategies and developing teams at Ascensus to efficiently manage client expectations and operational controls.
Retirement Support Specialist at Ascensus assisting clients with 401k plans and ensuring data integrity. Responsible for client outreach, communication, and reporting processes.
Senior Business Intelligence Developer at Ascensus driving analytics and reporting solutions for informed business decisions. Collaborating with teams in a dynamic development environment for BI tools implementation.
Retirement Plan Consultant serving as a resource for ERISA compliance and plan design. Providing exceptional customer service and mentoring Retirement Plan Coordinators for effective client support.
Client Relationship Manager managing relationships for big and elite advisor plan clients at Ascensus. Ensuring a successful service experience and promoting plan retention.
Installation Analyst handling client onboarding processes for Ascensus, engaging with clients and ensuring timely transitions for retirement plans. Collaborates with teams to manage tasks and client communication effectively.
ERISA Compliance Specialist providing governance and compliance services to qualified plan sponsors. Developing solutions, preparing reports, and advising clients on ERISA compliance in a client - facing role.
Vice President of Documents and Agreements managing daily operations and strategic plans in retirement services industry. Leading document drafting and compliance for client satisfaction across the organization.
Senior Insurance Project Manager managing financial services projects, facilitating client data collection and improving operational processes, partnering with IT to enhance data usage.
Director of Financial Controls overseeing financial control frameworks and compliance at Ascensus. Leading a team and ensuring operational efficiency in retirement operations.
Trust Analyst specializing in retirement industry compliance and operational trust issues. Engaging with Plan Consultants to ensure timely resolution and analysis of financial data.
Investment Analyst developing and overseeing programs for investment management. Responsible for analytics and reporting to the Investment Committee in financial services.