PLANADVISER Virtual: Building Your Practice in 2021

  |  Virtual Conference   |  

  • Michael Majors

    Senior Director of National Retirement Services Sales, Paychex

    Over 25 years of career leadership experience in the technology, human capital management and financial services arena

    Over 15 years with Paychex, successfully leading sales teams in multiple divisions such as retirement, payroll, and human resources services

    Passionate about developing resilient, diverse teams that consistently deliver market-leading growth through continuous innovation and exceptional execution

  • Sean D. Patton

    Partner, Senior Consultant, Westminster Consulting

    Sean is a founding partner of Westminster Consulting, where he currently works with corporate, non-profit and foundation clients. Before founding Westminster Consulting, Sean helped develop the Private Client Group and Qualified Plan Consulting Group practices at Prudential Securities, Inc. Sean began his career in the financial services industry at Dean Witter in Rochester, NY, where he focused on the analysis of mutual funds and the impact on returns.

  • Aaron Pottichen

    Senior Vice President, Alliant Retirement Consulting

    As a Senior Vice President of Alliant Retirement Consulting, Aaron is responsible for leading the Retirement Services Austin division, providing guidance to clients and coordinating these services with the other Alliant business units.

Sponsorship Information

Rob Reif | 203-258-6622 |

General Information

Carol Popkins | 203-461-0985 |