Sales

Marketing Tools
Administrative Tools

 

 

 

 

 

 

Investment Providers
Jason Brady
Senior Manager Retirement Business Development
Marc Ialeggio
Retirement Plan Counselor
Amy Garman
Retirement Business Development Specialist
Great-West Retirement Services

Henry Giano
Regional Sales Director

Keith Cattaneo
Regional Sales Director

Barry Newman
Regional Vice President

David Ravarino
TPA Services
Don Oldag
Regional Vice President
Nick Wilson
Senior VP of Sales
Bay Area
Matthew Nault
Internal Sales Consultant
Angelo Cabral
Regional Vice President
Northern California
Zach Carstensen
Regional Vice President
Christopher McDavid
Regional Vice President
Ann Slotwinski
Vice President of TPA Services
Fred Bloodgood
Advanced Sales and Business Development
Christopher Somers
Sales Director
Bonnie L. Nave
Senior Strategic Relationship Manager: TPA Channel
Kevin Drucker
Managing Director
Travis Matthews, QPFC
TPA Sales Consultant Retirement Plans Group
David Popalardo
Sales Consultant
Timothy R. Guay, MBA, CIMA, ARPC
Director Investment Specialist Group
Kari Lusby, CFP, AIFA
Regional Vice President
Victoria Frey
Relationship Manager
Kim Vu
External Wholesaler
Matt Newdigger
Regional Vice President
James Blue
Internal Partner

Professional and Educational

Lisa Allen
Educational Programs Advocate

Other Government Agencies