Get more! Sign up for PLANSPONSOR newsletters.
Diversified Names 403(b) Market Leader
In this role, Wood will assume leadership of Diversified’s NFP sales and product development efforts as well as its western sales region, the announcement said. He will report to Joe Masterson, senior vice president and chief sales and marketing officer, and he replaces David Ray, who left the firm.
Wood previously served as vice president of Diversified’s Participant Counseling Organization, a group dedicated to delivering employee education, as well as assisting with asset consolidation and retirement planning. Prior to joining Diversified in 2008, Wood worked for Fidelity Investments in several capacities for more than ten years.
Wood earned his BA from Utah State University and his MBA from Brigham Young University.
You Might Also Like:
As CIT Adoption Surges, Retirement Industry Races to Modernize
30 Retirement CEOs Back Senate Bill Permitting CITs in 403(b)s
SIFMA Coalition Urges Senate to Advance CIT, E-Delivery Bills
« HMS Adds Dependent Eligibility Audit Services through Acquisition
