Diana Jordan has been named director of client consulting, a newly created position, at Unified Trust Company.
Jordan, who has 15 years of industry experience, was previously at Sikich LLP, where she was partner in charge of wealth management and retirement plan services. Earlier in her career, as an adviser, she worked with Unified Trust, which she cites for its dedication in helping people achieve successful retirement outcomes.
In her new role, Jordan will develop and lead the execution of strategic business initiatives— client satisfaction, retention and growth—in the retirement plan space. Through the client consulting group, she will work closely with independent retirement plan advisers who have plans with Unified Trust to help them further enhance the services they provide to plan sponsors, and act as a resource to assist in servicing plans.
Jordan holds a bachelor’s degree in accounting from the University of Illinois and is a former staff sergeant with the Air National Guard.
Unified Trust Company is a nationally chartered trust company specializing in wealth management and retirement planningNEXT: Julie Niccum rejoins Ascensus.
Julie Niccum rejoins Ascensus as senior vice president of service delivery to oversee the firm’s employer services and solutions department. She will work with leadership across various departments to support the company’s focus on exceptional service.
Niccum rejoins Ascensus from CenturyLink, where she was director of pension and savings plans. In this role, she was responsible for oversight of all corporate plans, including the $12.8 billion pension plan and the $5.6 billion 401(k) plan.
Niccum was a tenured member of the Ascensus leadership team for more than a decade, serving as vice president and vice president of operations .
Ascensus is an independent retirement and college savings services provider.