Leadership Overview
Ascensus has 9 executives leading key functions including operations, finance, marketing, human resources, and retirement program management.
Focused on delivering independent retirement and college savings solutions, Ascensus empowers financial professionals and employers through robust record keeping, administrative excellence, and comprehensive program management services across the United States.
Focused on delivering independent retirement and college savings solutions, Ascensus empowers financial professionals and employers through robust record keeping, administrative excellence, and comprehensive program management services across the United States.
Leadership Roles at Ascensus
Marc Mehlman - Chief Financial Officer
Marc Mehlman, the Chief Financial Officer at Ascensus, manages the fiscal health and capital allocation strategies that sustain the firm's retirement and college savings business. Mehlman oversees financial planning, reporting, and risk management, ensuring the company maintains a strong balance sheet to support long-term investment in administrative technology. By analyzing market trends and internal performance metrics, the Chief Financial Officer provides the data-driven insights required for executive decision-making. Marc Mehlman directs the financial operations that underpin the company's ability to provide tailored solutions to employers and financial professionals. Through disciplined capital management, Mehlman supports the expansion of service capabilities and the maintenance of high-quality record keeping standards. This leadership role involves close collaboration with the board to ensure transparency and fiscal responsibility. Ultimately, the Chief Financial Officer drives the financial stability that allows the organization to deliver consistent value to all stakeholders.
Jim Gearin - Chief Operating Officer
Jim Gearin, the Chief Operating Officer at Ascensus, directs the internal infrastructure and service delivery models that support retirement and college savings accounts. Gearin oversees the operational efficiency of record keeping and administrative platforms, ensuring seamless execution for financial professionals and individual clients. By optimizing workflows across the organization, the Chief Operating Officer maintains high standards for program management and data integrity. Jim Gearin drives the scalability of these essential financial services, allowing the firm to handle complex administrative requirements with precision. Through rigorous process management, Gearin aligns operational output with the broader strategic goals of the company. This leadership role involves constant refinement of service delivery to meet the evolving needs of employers and savers. Ultimately, the Chief Operating Officer secures the operational foundation necessary for sustained growth and market reliability in the competitive financial services landscape.
Kasey Price - President of FuturePlan
Kasey Price, the President of FuturePlan at Ascensus, leads the specialized division focused on third-party administration and retirement plan services. Price oversees the delivery of tailored solutions that assist employers in managing complex retirement programs with efficiency and compliance. By driving the growth of the FuturePlan business unit, the President of FuturePlan ensures that financial professionals receive the high-touch support necessary for successful plan administration. Kasey Price directs the operational teams responsible for record keeping and plan design, ensuring alignment with the broader company mission. Through strategic oversight of this division, Price expands the firm's footprint in the retirement services market. This leadership role involves coordinating with other executive leaders to integrate FuturePlan's capabilities into the wider service ecosystem. Ultimately, the President of FuturePlan secures the division's market leadership by delivering precise, reliable administrative services that meet the specific needs of diverse employer groups.
Daniel Morrison - President, Retirement
Daniel Morrison, the President, Retirement at Ascensus, directs the strategic vision and execution of the firm's core retirement services business. Morrison oversees the development and management of retirement programs, ensuring that the company provides industry-leading record keeping and administrative support to financial professionals and employers. By driving innovation in retirement plan solutions, the President, Retirement maintains the firm's competitive edge in the financial services market. Daniel Morrison leads the teams responsible for program management, ensuring that all services meet the highest standards of compliance and efficiency. Through strategic market expansion, Morrison increases the reach of the company's retirement offerings across the United States. This leadership role involves collaborating with the executive team to align retirement services with the company's overall growth strategy. Ultimately, the President, Retirement secures the long-term success of the retirement division by delivering tailored, high-impact solutions that address the complex needs of modern retirement planning.
Margaret Creonte - President
Margaret Creonte, the President at Ascensus, leads the overarching business strategy and execution for the firm's retirement and college savings services. Creonte oversees the integration of record keeping, administrative, and program management functions to ensure a cohesive client experience for financial professionals and individuals. By driving the company's strategic initiatives, the President ensures that the organization remains focused on delivering tailored solutions that meet evolving market demands. Margaret Creonte directs the alignment of various business units, fostering collaboration to achieve operational excellence and growth. Through high-level oversight, Creonte manages the firm's market position and long-term development goals. This leadership role involves working closely with the executive team to navigate the complexities of the financial services industry. Ultimately, the President secures the company's reputation as a premier provider of retirement and college savings solutions by maintaining a steadfast commitment to service quality and innovation.
Michael Dunn - President of Newport, An Ascensus Company
Michael Dunn, the President of Newport, An Ascensus Company at Ascensus, directs the specialized operations and strategic growth of the Newport business unit. Dunn oversees the delivery of advanced retirement and investment solutions, ensuring that the firm provides high-value administrative and record keeping services to its specific client base. By driving the integration of Newport's capabilities into the broader company portfolio, the President of Newport, An Ascensus Company enhances the overall value proposition for financial professionals and employers. Michael Dunn leads the teams responsible for managing complex retirement programs, ensuring operational precision and client satisfaction. Through strategic management of this unit, Dunn supports the company's mission to provide comprehensive financial services. This leadership role involves coordinating with the executive team to leverage Newport's expertise across the organization. Ultimately, the President of Newport, An Ascensus Company secures the unit's market impact by delivering specialized, high-quality administrative support that meets the unique requirements of the firm's clients.
Anthony Pascotti - Division Group President, Insurance & Education Services
Anthony Pascotti, the Division Group President, Insurance & Education Services at Ascensus, leads the strategic development and management of the firm's insurance and college savings programs. Pascotti oversees the operational delivery of these specialized services, ensuring that financial professionals and individuals receive robust administrative and record keeping support. By driving the growth of the education savings and insurance divisions, the Division Group President, Insurance & Education Services ensures the company remains a leader in these critical financial sectors. Anthony Pascotti directs the teams responsible for program management, ensuring that all offerings align with the company's commitment to tailored, high-quality solutions. Through strategic oversight, Pascotti expands the reach of these services across the national market. This leadership role involves collaborating with other executives to integrate insurance and education savings into the firm's broader service ecosystem. Ultimately, the Division Group President, Insurance & Education Services secures the division's success by delivering reliable, efficient solutions that empower clients to achieve their long-term financial goals.
Emily Pachuta - Chief Marketing Officer
Emily Pachuta, the Chief Marketing Officer at Ascensus, architects the brand strategy and market positioning for the firm's retirement and college savings services. Pachuta oversees the development of communication channels that connect financial professionals and employers with the company's administrative and record keeping solutions. By driving demand generation and brand awareness, the Chief Marketing Officer ensures the organization remains a preferred partner in the financial services sector. Emily Pachuta leads the efforts to articulate the value of tailored savings programs to diverse audiences across North American markets. Through strategic campaigns and market analysis, Pachuta aligns marketing initiatives with the company's growth objectives. This leadership role involves managing the public perception of the firm's expertise in program management and administrative support. Ultimately, the Chief Marketing Officer secures a competitive market position by effectively communicating the unique benefits of the company's service offerings to key client segments.
Jeri Hawthorne - Chief Human Resources Officer
Jeri Hawthorne, the Chief Human Resources Officer at Ascensus, directs the talent acquisition, organizational development, and culture-building initiatives that support the firm's retirement and college savings mission. Hawthorne oversees the human capital strategy, ensuring the company attracts and retains the expertise required to manage complex record keeping and administrative programs. By fostering a high-performance environment, the Chief Human Resources Officer aligns the workforce with the company's commitment to service excellence for financial professionals and employers. Jeri Hawthorne drives the implementation of professional development programs that enhance the capabilities of the staff. Through strategic workforce planning, Hawthorne supports the operational scale necessary for the company's continued growth. This leadership role involves managing employee engagement and organizational structure to maintain agility in the financial services industry. Ultimately, the Chief Human Resources Officer secures the human talent foundation that enables the firm to deliver superior administrative and program management services.
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Frequently Asked Questions Regarding Ascensus Top Executives and Leadership Team
