Daily Record-keeping Partners
Kathleen Persak, Internal Wholesaler
(301) 897-0180 ext: 223
persak.kathleen@principal.com
Bryon A. Eggan, Regional Vice President
(602) 410-8322
Bryon.Eggan@transamerica.com
Cody Myers, Internal Sales Partner
(303) 383-5862
Cody.Myers@transamerica.com
Genie Sanford Sr., Regional Sales Support Coordinator
(800) 421-9900 ext: 44271
danjessteam@capgroup.com
Dan Jess, External 401k Wholesaler
(919) 518-4625
dnjj@capgroup.com
Stephen Ross, Scheduling/Events
(800) 421-9900 ext: 44038
spjr@capgroup.com
Johannes H. Gerz-Escandon, Regional Vice President
(305) 987-8035
gerzej1@nationwide.com
Dustin Van Atta, Regional Internal Consultant
(614) 435-0655
vanatd1@nationwide.com
Eric H. Freud, Regional Vice President (DC Area)
(610) 312-3386
Eric.Freud@nationwide.com
Cody Kucera, Proposals & Sales Support
(614) 435-0339
kucerc1@nationwide.com
Chad Azara, Director of National Sales
(704) 430-6152
azarac@pcscapital.com
Joseph B. Burger, Relationship Manager – North East Region
(877) 742.5772
Fax (703) 463-9392
joseph.burger@schwab.com
Edward Thurmond, RVP, External Sales and Marketing
(804) 399-2025
Fax (866) 551-6032
edward_thurmond@jhancock.com
Matthew Stone, Internal Sales Consultant
(770) 677-7856
Matt_Stone@jhancock.com
Yulia Cu, Plan Implementation Manager, Core Market
(800) 333-0963, opt. 2, x139155
Fax (866) 377-8846
yulia_cu@jhancock.com
Mark Brady, Strategic Relationship Manager, Core Market
Katie Falcione, Virtual Relationship Manager
Patty Campbell, Vice President, Strategic Relationship Management, Mid/Large Market
Less than $20M
Brooke Rice, QKA, Regional Director, Defined Contribution Retirement Solutions
(610) 669-0248
brooke_rice@vanguard.com
Andrew Weber, Regional Consultant, Defined Contribution Retirement Solutions
(610) 669-7851
andrew_d_weber@vanguard.com
$20M and over
Martha Chase-Reisinger, Regional Director- MD, DC and VA
(610) 669-7566
martha_chase-reisinger@vanguard.com
Bennett Thompson, Internal Regional Consultant – MD, DC and VA
(610)503-2394
bennett_thompson@vanguard.com
Josh Cesare, Regional Vice President
(804) 937-2312
josh.cesare@voya.com
Steve Caruso, Internal Wholesaler
(860) 580-4211
steven.caruso@voya.com
Brian Griswold, Regional Vice President, Client Relations
(717) 919-3211
brian.griswold@voya.com
Brian Hill, Client Relations Manager
(410) 925-9439
brian.hill@voya.com
Paulette Henry, Client Relations Manager
(804) 935-0704
paulette.henry@voya.com
Christine Rapp, Retirement Education Specialist
(740) 972-0933
christine.rapp@voya.com
Brittany Murphy, Client Transition Manager
(860) 580-3794
brittany.murphy@voya.com