The consultants were hired in the fourth quarter of 2013 in
two recruiting waves and are charged with building relationships with
retirement-focused advisers in the small plan market, according to Bill
Feldmaier, CUNA Mutual Retirement Solutions director of intermediary sales.
“We decided to decentralize our internal sales team in Great
Bend, Kansas, after a study last summer indicated 75% of our internal
wholesalers’ time was being spent on administrative duties,” Feldmaier says. “Our
eight [sales consultants] are now located throughout the country expanding
relationships with advisers, while their administrative duties have been picked
up by six divisional sales coordinators in Great Bend.”
Three sales positions and a sales leadership position remain
open. When all open sales positions are filled it will represent a 50% increase
in sales staff for CUNA Mutual Retirement Solutions, Feldmaier says.
Sales consultants new to CUNA Mutual Retirement Solutions
- Kristin Mesgleski, Eastern Division
– Mesgleski covers greater New York City, New Jersey, eastern
Pennsylvania and Delaware. She previously worked for the Glading Group, Schwab
Retirement Services, Ameriprise Financial, Transamerica Retirement Management
and Fidelity Investments.
- Ashlee Vingle, Western Division – Vingle
will cover Washington state, Oregon, Alaska, Idaho, Montana, California, Nevada
and Hawaii. She previously worked for Morgan Stanley Smith Barney and Bank of
America Merrill Lynch.
- Jim Keenehan, Eastern Division – Keenehan
works with advisers in the District of Columbia, Maryland, Virginia, North Carolina
and South Carolina. He joined CUNA Mutual Retirement Solutions from Goldman
Sachs, where he worked on the defined contribution investment only (DCIO) team
covering the New England and other territories.
- Trey Wallace, Western Division – Wallace
has worked with business owners, plan sponsors and financial advisers as a
retirement plan consultant with ING and Nationwide. He will cover advisers in
Texas, Oklahoma, Missouri, Arkansas and Kansas.
- Elice Lee, Eastern Division – Lee covers
Florida, Illinois, and southern Wisconsin and has prior experience with
Prudential Financial and Genworth Financial Services, Inc.
- Trent Schrader, Eastern Division –
Schrader covers the states of Kentucky, Tennessee, Alabama, Georgia,
Mississippi and eastern Louisiana. He previous worked for A.G. Edwards and
Genworth Financial Services, Inc.
Sales consultants promoted from within CUNA Mutual
Retirement Solutions include:
- Mickie Morley, Eastern Division – Morley
covers Massachusetts, Connecticut, Maine, New Hampshire, Vermont, Rhode Island,
upstate New York, western Pennsylvania and northeast Ohio. She has more than
nine years of experience in the financial services industry in sales and
- Ashley Klein, Eastern Division –
Klein’s territory covers the north central U.S., including Minnesota, North
Dakota, South Dakota, Nebraska, Iowa, northern Wisconsin, Michigan, Indiana and
western Ohio. Klein spent three years in a similar role with CPI
Qualified Plan Consultants before being promoted to this role.
The sales consulting team reports to Pete Wesner, senior
manager of internal sales. More information on the new hires and the open sales
positions is available at www.cunamutualrs.com.