Voya is building on its recent growth among managed account solutions in 2023.
The firm is expanding its Employee Success and Education team by creating four new specialist positions to further support participant education within its managed account services, Voya announced in a release. Internal data from Voya found that the firm had seen a 28% increase in managed account usage last year compared to 2022.
Specifically, the new Managed Account Specialist team will focus on increasing managed account usage across both of Voya’s managed account service platforms and will collaborate with the phone-based Investment Advisor managed account team.
The new team of managed account specialists includes Garvis Campbell, Ridha Durrani, Patick Jereb, and Travis Lowe, and will be led by Denis Kelleher, manager of Wealth Solutions Corporate Markets for Voya.
“We are excited to see the development of this team, the collaboration with the Investment Advisory phone-based team and partnership across markets to expand our managed account footprint,” said Kelleher in a statement.
Campbell has more than 13 years of financial service industry experience. Most recently, he worked for ADP Retirement Services as a client service manager and prior to that, served as a registered investment advisor (RIA) for RetireOne, supporting a multi-state region promoting and selling annuity and life insurance sales. Campbell is based in Hodgenville, Kentucky and will support the Central Mid-Atlantic region.
Durrani has been in the financial services industry since 2018, starting with her Fidelity internship as a financial associate. In her latest role as a private wealth manager, she worked with select clients to provide comprehensive planning solutions to build wealth, manage risk and provide consistent growth. Prior to this, she worked with Citigroup as an assistant vice president of Wealth Management, collaborating with individuals to provide securities recommendations and investment advice using the firm’s models and research solutions. Durrani is based in Dallas, Texas and will cover the Central Southeast region.
Jereb comes to Voya with 11 years of experience in the financial services industry. As a manager and advice consultant at Charles Schwab, he has worked with participants in enrolling and retaining assets. Prior to Schwab, Jereb worked at Scottrade where he developed relationships with clients and/or prospects with a focus on helping them understand individual investment goals and objectives and positioning suitable offerings, based on individual needs. Patrick is based in Phoenix, Arizona and will cover the West region.
Lowe has been working as an investment advisor on the phone-based Managed Account team since 2018, and prior to that, he worked at Empower as a retirement counselor where he helped participants meet their retirement goals. Lowe is based in Boston, Massachusetts and will cover the Northeast region.
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Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with over six years of experience and a passion for telling stories and reporting news. Amanda received her degree in journalism and government and politics at St. John’s University. She is originally from Queens, New York, but now resides in Denver, Colorado with her partner. In her free time, Amanda enjoys running, cooking, and watching the latest drama show.
