Margiotta will be expanding the firm’s relationships with mid, large and mega-market recordkeeping platforms. He also will leverage his 403(b) experience to help advance J.P. Morgan’s strategy in that market. He has more than 25 years of retirement and investment experience, including a strong concentration in client development and service, and notable results in growing assets under administration.
Before joining J.P. Morgan, Margiotta was the national sales director at Great-West Retirement Services, where he developed and implemented a 401(k)/403(b) mid and large market sales strategy. He was a vice president of sales at Diversified Investment Advisors, where he devised tactical strategies to penetrate major accounts and build brand recognition.