Leadership Overview
TruStage has 5 executives leading key functions including executive relations, strategic management, and organizational operations.
Committed to financial security for credit union members, TruStage delivers accessible insurance and retirement solutions across North America and Asia to ensure long-term stability for diverse consumer markets.
Committed to financial security for credit union members, TruStage delivers accessible insurance and retirement solutions across North America and Asia to ensure long-term stability for diverse consumer markets.
Leadership Roles at TruStage
Phillis Meisel - Manager Executive Relations - President and Chief Executive Officer Office
Phillis Meisel, the Manager Executive Relations - President and Chief Executive Officer Office at TruStage, coordinates high-level communications between the executive suite and key stakeholders. Overseeing the administrative flow within the office of the President, Meisel ensures alignment on corporate insurance initiatives and strategic planning. This role involves managing complex schedules and facilitating critical decision-making processes that impact the broader organization. By streamlining internal workflows, Phillis Meisel supports the delivery of life and vision insurance products to credit union members. The Manager Executive Relations - President and Chief Executive Officer Office maintains rigorous standards for operational efficiency, enabling the leadership team to focus on market expansion across North America. Through precise coordination, Meisel fosters a cohesive environment that drives the company mission forward, ultimately securing the operational integrity required for sustained growth in the competitive insurance sector.
Connie Alt - Manager Executive Relations - President and Chief Executive Officer Office
Connie Alt, the Manager Executive Relations - President and Chief Executive Officer Office at TruStage, directs external engagement strategies and executive outreach programs. Focusing on the intersection of corporate policy and consumer service, Alt manages relationships with key industry partners to bolster the company presence in the financial planning market. This position requires constant monitoring of market trends to provide actionable insights to the President and Chief Executive Officer. Connie Alt facilitates cross-departmental collaboration, ensuring that annuity product development remains responsive to the needs of risk-averse investors. By optimizing communication channels, the Manager Executive Relations - President and Chief Executive Officer Office strengthens the brand reputation across diverse regional markets. Alt executes strategic initiatives that align with the long-term vision of the firm, ensuring that every operational touchpoint reflects the core values of the organization while supporting the overall stability of the business.
Kirby Wenger - Chief of Staff
Kirby Wenger, the Chief of Staff at TruStage, orchestrates the strategic alignment of internal departments to support the executive leadership team. Managing the execution of corporate priorities, Wenger ensures that all business units operate in harmony with the long-term goals of the organization. This role involves facilitating communication between the Board and the C-suite, providing the necessary context for high-stakes decision-making. Kirby Wenger monitors the progress of key initiatives, including the rollout of innovative annuity products and the expansion of service networks. By streamlining the decision-making process, the Chief of Staff enhances the agility of the company in responding to market shifts. Wenger drives operational excellence by identifying bottlenecks and implementing solutions that improve overall productivity. Through this central leadership position, the Chief of Staff maintains the focus on the core mission, ensuring that every department contributes effectively to the sustained success of the firm.
Thomas Webber - Managing Director
Thomas Webber, the Managing Director at TruStage, oversees the strategic deployment of financial planning services and annuity products. Directing the expansion of service offerings, Webber manages the operational performance of regional teams to ensure consistent delivery of insurance solutions. This leadership role involves analyzing market data to refine product positioning for risk-averse investors seeking retirement security. Thomas Webber collaborates with other senior leaders to integrate mobile app functionality and call center support into the broader service ecosystem. By driving efficiency in service delivery, the Managing Director ensures that the company maintains a competitive edge in the North American insurance landscape. Webber monitors performance metrics to identify growth opportunities, translating complex financial goals into actionable operational plans. Through rigorous oversight, the Managing Director secures the financial health of the organization while upholding the commitment to credit union members and their families.
Paul Jahnke - Managing Director
Paul Jahnke, the Managing Director at TruStage, leads the development and implementation of insurance product portfolios tailored for the credit union industry. Focusing on the Asian and North American markets, Jahnke architects strategies that enhance the accessibility of life and vision insurance. This role involves managing the lifecycle of financial products, from initial design to final market distribution. Paul Jahnke coordinates with internal teams to ensure that all offerings meet the specific needs of consumers looking for reliable retirement savings tools. By overseeing the operational scale of these initiatives, the Managing Director drives revenue growth and market penetration. Jahnke evaluates competitive threats and adjusts strategic priorities to maintain the company position as a significant player in the insurance industry. Through disciplined management, the Managing Director ensures that all products align with the overarching mission of providing secure, easy-to-understand financial solutions for every client.
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