Gregory will lead the sales strategies as well as the growth and development of six retirement plan consultants on the Central/Southeast Divisional team. Gregory will also represent the distribution of CPI solutions in Florida, helping financial advisers and plan sponsors with an outcome-based approach for their retirement plan benefit program.
Gregory came to CPI in 2004 as the retirement plan consultant position for Florida. The following year she was promoted to regional manager, assuming responsibility for the sales team covering CPI’s Southeastern region, which included Florida, Georgia, Alabama, Mississippi, South Carolina and Tennessee.
Gregory began her career in the retirement plan marketing department at Pioneer Investments in Boston. Over the next six years, she worked with CPI as the third-party administrator for Pioneer’s 401(k)s.
Gregory holds a bachelor’s degree in government and law from Lafayette College in Easton, Pennsylvania. She has earned the Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) designations from the American Society of Pension Professionals & Actuaries (ASPPA).