CARPINTERIA, Calif.--(BUSINESS WIRE)--PlanMember Financial Corporation is pleased to announce that Brent Neese has joined PlanMember Financial Corporation as Senior Vice President, Institutional Retirement Services.
Neese joins PlanMember with more than a quarter century of experience specializing in retirement plans as an advisor, senior executive and, most recently, Executive Director of the National Tax-deferred Savings Association (NTSA) and Director of State and Local Government Affairs for the American Retirement Association (ARA). Neese is recognized as one of the leading experts on public retirement plans in America, having worked directly with seven of the ten largest government-defined contribution plans and more than half of the state retirement systems.
PlanMember Financial Corporation CEO Jon Ziehl said “having a person with Brent’s industry experience and leadership skills adds a tremendous talent to our management team. Brent joining PlanMember is a testament to our company’s market positioning, brand awareness, investment and service leadership. As a member of our executive team, Brent will accelerate our growth and already strong reputation in the public nonprofit retirement market. I am excited to have Brent add his experience and deep industry relationships to PlanMember’s existing national market presence and strong record of growth and client satisfaction. Brent is an ideal fit for PlanMember.”
Neese described his enthusiasm for joining PlanMember’s senior management, saying “I am excited to join the PlanMember team and work with professionals who are committed to bringing innovative and comprehensive retirement solutions to our public and non-profit sector workers. Serving those who serve others has been the focus of PlanMember for more than two decades, and I am humbled to lead the next generation of institutional retirement plan solutions and services for the team.”
In his most recent role at the NTSA, Neese directed member services representing more than 6,300 advisors, third party administrators, broker dealers, registered investment advisors, investment companies, and consultants. At the American Retirement Association (ARA) where he served as Director of State and Local Government Policy, Neese addressed policy issues and retirement plan architecture in Washington, D.C. and state capitals across the country.
Prior to joining NTSA, Neese served as Senior Vice President of Government Markets at Empower Retirement, where he was responsible for more than 350 representatives and staff across the United States serving 2.6 million client accounts. He led Empower Retirement to market leadership, ranking first in 457(b) plan administration and first in overall government market share. Neese also served as Regional Manager at AIG VALIC where he was a recognized sales leader.
PlanMember Financial Corporation’s wholly owned subsidiary, PlanMember Securities Corporation, is a Top 40 Broker Dealer and top 300 RIA with 8 Billion in assets under management. The Company has 40 Financial Centers in 38 states and over 500 advisors. The firm’s offices and operations are based in Carpinteria, CA. For more information visit planmemberfinancialcorporation.com.
