In these new roles, effective immediately, Carlisle and Gordon are responsible for leading all sales-related efforts in these U.S. markets, with a particular emphasis on total benefits outsourcing (TBO), which bundles defined contribution, defined benefit, and health and benefits administration into one Mercer/client relationship, Mercer said in a release. Both will report to Kerry Sain, North American sales leader for Mercer’s outsourcing business.
Carlisle brings more than 20 years of experience to her new role and joins Mercer from Wachovia Retirement Services, where she served as large market sales director. Prior to Wachovia, she held several key institutional retirement related positions at BB&T and First Citizens Bank & Trust.
Gordon brings 18 years of experience to Mercer, having most recently served as director of Institutional Sales for Wachovia Retirement Services. Before Wachovia, he held several leadership positions with SunTrust Inc, including managing director in both retirement and investment management distribution. He began his career at The Northern Trust Company.