Ascensus delivers high-quality solutions for every segment of the retirement plan marketplace.

Finance

Ascensus

Ascensus' headquarters in Dresher, PA, United States

David Musto

Kasey Price

John Schroeder

Marc Mehlman

Richard Irace

Mike Irwin

Rob Percival

Peg Creonte

John S.

Ari Forman

Jeri Hawthorne

Kate Brennan

Jim Gearin

Joe Dansky

Carl Negin

Bob Guillocheau

Naureen Hassan

The Leadership Team at Ascensus drives the strategic direction and operational excellence of the company, overseeing various functions including corporate development, human resources, marketing, technology, and finance. Each member leverages their expertise to enhance retirement plan solutions, foster innovation, and ensure regulatory compliance, ultimately aiming to deliver exceptional value to clients and participants in the retirement marketplace.

Leadership Team

The Engineering Team at Ascensus is responsible for developing and maintaining innovative software solutions that enhance the retirement plan marketplace. This diverse team, comprising software engineers, architects, and DevOps professionals, collaborates to ensure high-quality performance, robust security, and exceptional user experience across all platforms. Their work involves continuous improvement of existing systems, implementing new technologies, and fostering a culture of agility and excellence in software development.

Engineering Team

The Finance and Accounting Team at Ascensus is responsible for managing the company's financial operations, ensuring accurate accounting practices, and providing strategic financial analysis to support decision-making. This team oversees budgeting, compliance with ERISA regulations, accounts payable and receivable management, and the financial reporting necessary to uphold the integrity and profitability of retirement plan solutions. Key roles within the team collaborate to optimize financial performance and maintain operational efficiency across the organization.

Finance and Accounting Team

The Marketing Team at Ascensus is responsible for developing and executing strategic marketing initiatives to promote the company's retirement plan solutions. This includes managing brand communications, creating engaging content, and implementing targeted campaigns to enhance client engagement and drive business growth across various market segments. The team collaborates closely with other departments to ensure consistent messaging and effective outreach.

Marketing Team

The Human Resources Team at Ascensus plays a crucial role in supporting the company's mission by attracting, developing, and retaining top talent in the retirement plan marketplace. They oversee recruitment, talent acquisition, employee benefits, payroll administration, and compliance, ensuring a positive and compliant workplace culture that fosters employee growth and satisfaction. Additionally, the team is dedicated to enhancing organizational development through training and strategic HR initiatives.

Human Resources Team

The Compliance and Risk Management Team at Ascensus ensures adherence to regulatory requirements across the retirement plan market while protecting the organization from financial, legal, and reputational risks. This team implements and oversees compliance programs, conducts risk assessments, and monitors for fraud and cyber threats, ensuring a secure and compliant environment for clients and stakeholders. Their diverse expertise in trust compliance, regulated entities, and information security enables them to proactively address challenges in the evolving financial landscape.

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Ascensus

Org chart

Board & advisors

Teams

Leadership Team

Engineering Team

Finance and Accounting Team

Marketing Team

Human Resources Team

Compliance and Risk Management Team

Offices

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Ascensus

Org chart

Board & advisors

Teams

Leadership Team

Engineering Team

Finance and Accounting Team

Marketing Team

Human Resources Team

Compliance and Risk Management Team

Offices

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