Deals & People February 18, 2010
IRI Announces Staff Additions
Integrated Retirement Initiatives, LLC, (IRI) has announced the addition of John Paul Ruiz and Gordy Lusian to its staff.
Reported by Rebecca Moore
Ruiz has joined IRI as Vice President—Professional Development Services. Ruiz will be focusing on the design and delivery of training and professional development services for retirement professionals, according to the announcement.
Lusian has joined IRI as a senior consultant in IRI’s Business Development Call Center. He will be providing Employee Retirement Income Security Act (ERISA) technical guidance and business development support to financial advisers and in-house compliance personnel, the announcement said.
Prior to joining IRI, Ruiz served as the director of Resource Development for the Retirement Products & Solutions division of Ascensus (formerly BISYS Retirement Services). Prior to Ascensus, he served as a relationship manager for several key alliance partners in the recordkeeping division of Universal Pension, Inc. (UPI).
Prior to joining IRI, Lusian was a senior consultant with Ascensus where he was responsible for providing advanced sales call center support and training to advisers and other retirement professionals.
Lusian has joined IRI as a senior consultant in IRI’s Business Development Call Center. He will be providing Employee Retirement Income Security Act (ERISA) technical guidance and business development support to financial advisers and in-house compliance personnel, the announcement said.
Prior to joining IRI, Ruiz served as the director of Resource Development for the Retirement Products & Solutions division of Ascensus (formerly BISYS Retirement Services). Prior to Ascensus, he served as a relationship manager for several key alliance partners in the recordkeeping division of Universal Pension, Inc. (UPI).
Prior to joining IRI, Lusian was a senior consultant with Ascensus where he was responsible for providing advanced sales call center support and training to advisers and other retirement professionals.