Coldwell will oversee Pentegra’s retirement plan consulting group and develop initiatives to improve client experience. He will report to Richard Rausser, senior vice president of Client Services.
Coldwell began his career with Pentegra in 1978, but left in 2002 to join Glenn G. Geiger Company, where he focused his efforts on executive and director benefit programs. He rejoined Pentegra in 2011 as a senior member of the Consulting Services team.
A graduate of St. Lawrence University, Coldwell holds a Bachelor of Arts degree in Economics and Psychology. He maintains FINRA Series 6 and 63 registrations, as well as life, health and disability insurance licenses in eight states.
“Chuck brings more than 30 years of retirement plan expertise to his new role,” said Rausser. “He has played a leading role in working with many of our highest profile clients and brings a unique combination of vision, client focus and passion for customers.”