Ascensus Executive and Leadership Team

Nicholas Good, the Chief Executive Officer at Ascensus, directs the overall corporate strategy and operational execution. This leadership role involves guiding Ascensus's mission to provide independent retirement and college savings services, ensuring tailored solutions for financial professionals, employers, and individuals. Good's oversight extends to fostering innovation within record keeping, administrative, and program management services across retirement plans and college savings accounts. By aligning departmental objectives with the company's strategic vision, Nicholas Good drives Ascensus's market position and growth. The Chief Executive Officer ensures robust client engagement and operational excellence, maintaining Ascensus's reputation as a premier service provider in the finance industry. This executive's focus remains on expanding service offerings and enhancing client value through strategic partnerships and technological advancements.

Marc Mehlman, the Chief Financial Officer at Ascensus, oversees all financial operations, strategic financial planning, and fiscal management for the organization. This executive is responsible for financial reporting, budgeting, forecasting, and capital allocation, ensuring the financial health and stability of Ascensus. Mehlman's purview includes managing relationships with financial institutions, investors, and stakeholders, providing critical financial insights to support strategic decision-making. He directs the finance department, ensuring compliance with all financial regulations and standards relevant to the retirement and college savings services industry. Marc Mehlman's leadership is essential for driving profitability and sustainable growth, supporting the company's mission to serve financial professionals, employers, and individuals. The Chief Financial Officer plays a key role in evaluating investment opportunities and managing financial risks associated with Ascensus's expanding service offerings. Mehlman's financial acumen guides the company's long-term economic strategy.

James Gearin, the Chief Operating Officer at Ascensus, directs the operational efficiency and scalability of the company's service delivery. This executive is responsible for optimizing the day-to-day functions that support Ascensus's record keeping, administrative, and program management services for retirement and college savings plans. Gearin oversees the operational infrastructure, ensuring seamless service provision to financial professionals, employers, and individuals across the United States. His leadership focuses on enhancing operational processes, implementing best practices, and driving technological advancements to improve service quality and client satisfaction. James Gearin's role is pivotal in managing the complex operational demands of supporting diverse financial products. The Chief Operating Officer ensures that Ascensus maintains high standards of performance and compliance, directly impacting the company's ability to grow and serve its client base effectively. Gearin's strategic focus includes streamlining workflows and managing resources to support Ascensus's expansion.

Anthony Pascotti, the Division Group President, Insurance & Education Services at Ascensus, leads the strategic direction and operational performance of the insurance and education services divisions. This executive is responsible for developing and executing growth strategies that enhance Ascensus's offerings in these specialized areas, supporting financial professionals, employers, and individuals. Pascotti oversees the management of key programs and client relationships within these divisions, ensuring alignment with the company's broader mission of providing comprehensive retirement and college savings solutions. His leadership focuses on driving innovation, operational excellence, and market expansion for insurance and education-related services. Anthony Pascotti's role is critical in strengthening Ascensus's position as a diversified provider in the finance industry. The Division Group President, Insurance & Education Services ensures that these segments contribute significantly to the company's overall success and client value proposition. Pascotti's strategic oversight supports the development of tailored solutions that meet evolving market needs.

Daniel Morrison, the President, Retirement at Ascensus, directs the strategic vision and operational execution for the company's retirement services division. This executive is responsible for overseeing all aspects of retirement plan administration, record keeping, and program management, ensuring Ascensus delivers exceptional value to employers, financial professionals, and individuals. Morrison's leadership focuses on driving innovation, enhancing service delivery, and expanding the market reach of retirement solutions. He collaborates closely with other leaders to ensure seamless integration of services and alignment with the company's overall growth objectives. Daniel Morrison's commitment to operational excellence and client satisfaction is paramount in maintaining Ascensus's leadership position in the retirement services sector. The President, Retirement plays a crucial role in developing and implementing strategies that address the evolving needs of the retirement market. Morrison's efforts are key to fostering long-term client relationships and driving sustainable business growth.

Kasey Price, the President of FuturePlan at Ascensus, leads the strategic development and operational management of the FuturePlan division, a key component of Ascensus's retirement services offerings. This executive is responsible for driving growth, enhancing service capabilities, and ensuring client success within the FuturePlan segment, which serves employers and financial professionals. Price oversees the team dedicated to providing comprehensive retirement plan solutions, focusing on innovation and operational efficiency. Her leadership ensures that FuturePlan remains at the forefront of the industry, offering tailored record keeping and administrative services. Kasey Price's strategic direction is vital for expanding Ascensus's footprint in the retirement market and reinforcing its commitment to empowering individuals' financial futures. The President of FuturePlan plays a critical role in achieving the division's business objectives and contributing to the overall success of Ascensus. Price's focus remains on delivering superior client experiences and driving market leadership.

Donna Harmon, the President at Ascensus, directs strategic initiatives and operational oversight across key business segments, contributing significantly to the company's overall performance. This executive is instrumental in driving the execution of Ascensus's mission to provide independent retirement and college savings services, ensuring tailored solutions for financial professionals, employers, and individuals. Harmon's leadership focuses on enhancing operational efficiencies, fostering cross-divisional collaboration, and advancing the company's market position. She plays a vital role in shaping the strategic direction of Ascensus, ensuring alignment with industry best practices and client needs. Donna Harmon's expertise is critical in navigating the complexities of the finance sector and maintaining Ascensus's reputation for excellence in record keeping, administrative, and program management services. The President's comprehensive approach supports sustainable growth and reinforces Ascensus's commitment to empowering financial futures. Harmon's leadership ensures robust service delivery and client satisfaction.

Emily Pachuta, the Chief Marketing Officer at Ascensus, architects and executes comprehensive marketing strategies that elevate brand awareness and drive client acquisition. This role involves defining the go-to-market approach for Ascensus's diverse suite of retirement and college savings solutions, ensuring alignment with the company's overall business objectives. Pachuta directs all aspects of marketing, including digital campaigns, content development, public relations, and market research, to effectively communicate the value proposition to financial professionals, employers, and individuals. Overseeing the marketing department, Emily Pachuta ensures consistent brand messaging across all channels, supporting the growth of record keeping, administrative, and program management services. The Chief Marketing Officer's efforts are critical in positioning Ascensus as a leader in the finance industry, fostering strong client relationships and expanding market reach. Pachuta's strategic initiatives directly contribute to revenue generation and sustained business development.

Jeri Hawthorne, the Chief Human Resources Officer at Ascensus, leads all human capital strategies and initiatives to foster a high-performing and engaged workforce. This executive is responsible for talent acquisition, employee development, compensation and benefits, and cultivating a positive organizational culture that supports Ascensus's mission. Hawthorne directs the HR department, ensuring alignment with business objectives and promoting an environment where employees can thrive. Her focus includes developing robust talent management programs, enhancing employee relations, and ensuring compliance with labor laws across all operational areas. Jeri Hawthorne's leadership is critical in attracting and retaining top talent, essential for delivering specialized retirement and college savings services. The Chief Human Resources Officer plays a vital role in shaping the employee experience, supporting the company's growth and its commitment to serving financial professionals, employers, and individuals. Hawthorne's strategic approach to human resources underpins Ascensus's operational success.

Edwin Twomey, the Chief Risk Officer & Chief Revenue Officer at Ascensus, holds dual responsibility for safeguarding the company's assets and driving revenue growth. This executive directs the enterprise risk management framework, identifying and mitigating potential risks across all business operations, including record keeping and administrative services for retirement and college savings plans. Concurrently, Twomey spearheads revenue generation strategies, overseeing sales operations and business development initiatives to expand Ascensus's market share. His leadership ensures that risk management practices support, rather than hinder, strategic growth objectives. Edwin Twomey's integrated approach allows for proactive risk assessment in pursuit of new revenue streams, benefiting financial professionals, employers, and individuals. The Chief Risk Officer & Chief Revenue Officer's dual focus is critical for maintaining financial stability while pursuing aggressive expansion. Twomey's strategic vision guides Ascensus in navigating complex market dynamics and capitalizing on emerging opportunities.