Retirement Industry People Moves

Scripta Hires 2 to Lead Sales

Scripta Insights, an artificial intelligence-powered pharmacy navigation company, hired Mark Davis as vice president of health plans and strategic growth and Steve Halleen as senior director of consultant relations.

Mark Davis

Davis has more than 20 years of experience in health care information technology sales, including roles at Imprivata and Rx Savings Solutions. At Scripta, Davis will partner with health plans to integrate the firm’s prescription navigation tools into the plans’ existing benefits.

Steve Halleen

Halleen has more than 25 years of experience in health care consulting, most recently serving as vice president of consulting at relations at Personify Health. As senior director of consultant relations, Halleen will lead Scripta’s strategy for engaging major consulting firms.

Nationwide Names Ed Malone Associate VP, Protected Retirement Sales

Ed Malone

Nationwide Retirement Solutions promoted Ed Malone to associate vice president for protected retirement sales from his previous position as director of the division, as of February 16. Malone reports to Cathy Marasco, vice president of protected retirement.

Malone has more than 20 years of experience with Nationwide, focusing solely on protected retirement product distribution since 2020. As associate VP, Malone will aim to expand Nationwide’s investment-only distribution and drive recordkeeping sales across the company’s suite of protected retirement solutions.

Jason Levy Promoted at Great Gray

Jason Levy

Great Gray Trust Co. promoted Jason Levy to deputy general counsel and head of retirement policy, effective March 2. Levy had served as senior counsel since joining the firm in October 2024.

As deputy general counsel, Levy oversees the legal team responsible for advising on the design and operation of Great Gray’s collective investment trusts and other investment solutions.

As head of retirement policy, he is responsible for the firm’s efforts to identify, shape and advocate for policies that expand access to high-quality retirement investments and services and improve financial security for retirees. In this role, he works across industry, legislative, regulatory and policy communities to enhance the defined contribution marketplace by increasing benefits and participation, as well as strengthening protections.