COMPASS BENEFIT ADVISORS - Key Persons
Job Titles:
- Chief Executive Officer
- President
- President and CEO of OneDigital
As President and CEO of OneDigital, Adam Bruckman has led the company from a start-up firm into the nation's leading Advisory firms. Under Adam's leadership, the organization has consistently reached aggressive financial goals year-over-year and has been named annually to the Inc. 5000 List of America's fastest-growing companies since the honor's inception in 2007.
Job Titles:
- Executive Vice President in Mergers & Acquisitions
- Executive Vice President, Mergers & Acquisitions
Adam Pannell is Executive Vice President in Mergers & Acquisitions, West, and is responsible for managing and cultivating relationships with potential acquisition candidates and strategic partners in the western portion of the United States. He works closely with leading independent employee benefits agency owners to clarify the capabilities and resources needed to thrive in a changing marketplace.
Job Titles:
- Senior Vice President, Marketing and Customer Experience
Allison Lantieri leads brand marketing and customer experience for OneDigital. Her main focus is on amplifying OneDigital's thoughtfully human and tech-forward brand across the industry. She brings a change management perspective to each of the initiatives she leads, which most recently have included the launch of Bold Studio, dedicated to bringing together the visionaries, disruptors and problem solvers across OneDigital who are building a more impactful and modern experience for our customers, partners, and industry. Her team was also responsible for delivering on high impact initiatives including the COVID response on the onedigital.com website, the regionalization of marketing, the Voice of the Customer and Challenger Sales strategies, and the OneDigital rebrand.
Andrew and his team joined OneDigital in 2021 and currently serves as Senior Vice President, Financial Services. In this role, he spends a majority of his time helping his clients navigate their ever-changing financial plans. Additionally, Andrew works with OneDigital helping to expand the wealth management platform.
Job Titles:
- Senior Employee Benefits Attorney
Anjali Radia develops and provides legal and compliance guidance and interpretation, both internally and with clients, on all aspects of existing and proposed benefits-related laws and regulations. She has experience practicing employee benefits law and employment law, serving clients with a variety of employment-related issues, including health and welfare employee benefits, accommodations, employment discrimination and harassment, employment contracts and employer communications.
She is also experienced with federal employee benefits laws, and has advised clients on compliance with:
Patient Protection and Affordable Care Act (PPACA);
Employee Retirement Income Security Act of 1974 (ERISA);
Health Insurance Portability and Accountability Act (HIPAA);
Consolidated Omnibus Budget Reconciliation Act (COBRA); and
Various other laws relating to health and welfare benefit plans.
Prior to joining OneDigital, Anjali spent several years as in-house counsel at a global talent-management company advising on corporate, employee benefits and employment law issues. She also has experience advising on employee benefits compliance obligations with a national provider of consumer-directed healthcare solutions.
Anjali received a Juris Doctor from the University of Baltimore, a Master of Public Health from Emory University and a Bachelor of Arts in Biochemistry from Case Western Reserve University. She is also a Certified Information Privacy Professional, United States (CIPP/US). Anjali is a member of the Association of Corporate Counsel, In-House Benefits Counsel Network, International Association of Privacy Professionals and Maryland State Bar Association.
Job Titles:
- Chief Operating Officer
- Chief Operating Officer for the Retirement
- Chief Operating Officer, OneDigital Retirement Wealth
Ashley Barb serves as Chief Operating Officer for the Retirement + Wealth division, bringing more than 15 years of industry experience to the firm. In her role, she is responsible for managing the day-to-day operations, playing an important role in navigating through the complexity of serving advisors needs, advisory retirement plan clients, wealth management clients, and building out infrastructure and tool suites.
Ashley is able to draw upon her past experience in project management and relationship management to oversee organizational enhancements, implementation, reporting and provide oversight of the firm's day-to-day back-office support, customer service, training, tools, processes, and systems.
Ashley received her Bachelors in Science, Finance from the University of Missouri - Kansas City
With more than 20 years of experience in the investment industry, Ben's professional background includes extensive work on 401(k) retirement plans, investment management for pension portfolios and advisory support to non-qualified plans.
As Chief Operating Officer (COO), Bill Carew is passionate about driving business growth and telling the OneDigital story across the country. He leads a team of high energy leaders who work hard every day to help organizations perform at the highest level possible by finding better ways to build and manage their benefit plans.
Bill is a seasoned expert and entrepreneur with more than 30 years experience in the health and benefits business. He joined OneDigital through the acquisition of Ovation Benefits, now OneDigital Hartford, in September 2013 and he joined the national leadership team in 2015. In September 2019, Bill was promoted to Chief Operating Officer (COO).
Bill is active in many national and local business groups and has served on a number of non-profit organizations as a volunteer and board leader. He is a graduate of Boston College and Trinity College. Bill and his wife Karen are the proud parents of four kids.
Job Titles:
- Principal
- Principal at OneDigital
Blake Wilkey is a Principal at OneDigital, a national agency with experienced, local employee benefits advisors who create greater value for employers and inspire individuals to become more engaged health care consumers.
Blake has over 15 years of experience in the insurance industry. Prior to joining OneDigital in 2017, he served as a partner - senior benefits consultant for a regional insurance brokerage with a previous experience in marketing and account management.
Blake received a bachelor's degree in business administration, from Presbyterian College and serves on the board of McWhorter Capital Partners. He is licensed to sell health, life, accident and sickness in Alaska, California, and Georgia.
Job Titles:
- Senior Vice President
- Senior Vice President, OneDigital Retirement Wealth
Brad Harris currently serves as Senior Vice President of the retirement + wealth division in Overland Park, Kansas where he has assisted plan sponsors and participants, individuals, and families for more than three decades. Brad's mission is to help his clients navigate the streams to financial freedom; to be there for them always through professional, proactive, and caring service.
Brady is a Senior Vice President of the retirement + wealth division. As a retirement plan advisor, Brady has dedicated his career to the financial industry and has served it in many capacities. He has partnered with his father and manages the growing team in Salt Lake City. He shares his passion to make a difference in the lives of Americans as they prepare for a comfortable retirement.
Job Titles:
- Managing Principal of the New England Region at OneDigital
- Regional Managing Principal, Northeast Region
Brian Driscoll is the Managing Principal of the New England region at OneDigital, a national team of experienced, local employee benefits advisors who create greater value for employers and inspire individuals to become more engaged health care consumers.
Brian was a founding partner of Ovation Benefits Group. Prior to founding Ovation Benefits and its predecessor company CarewDriscoll, he held a number of positions in the healthcare industry with Johnson & Higgins, Aetna and Travelers.
In addition to his extensive background in the negotiation and financing of employee benefits, Brian has also overseen the area of compliance. He\'s a frequent participant and speaker in the company\'s seminar series and has advised and trained employer groups in various areas including HIPAA and Medicare Part D.
He\'s a board member of the Connecticut Benefit Brokers (CBB) and participates on the insurance company (Anthem & Connecticare) broker advisory councils.
Brian attended Trinity College where he received a bachelor\'s in mathematics.
Job Titles:
- Executive Vice President of Operations
- Member of the Leadership Team
- Executive Vice President of Operations at OneDigital
As Executive Vice President of Operations at OneDigital, Camry leads the company's client service and retention efforts across the U.S. while overseeing a wide array of operational and technology-driven business initiatives designed to improve efficiency, performance and customer delivery.
Job Titles:
- Senior Vice President of the Retirement
- Senior Vice President, OneDigital Retirement Wealth
Chad Wilson currently serves as a Senior Vice President of the Retirement + Wealth division. In addition to managing his office operations, Chad oversees the office's process of selecting and monitoring investment managers, performing manager due diligence and formulating investment strategies. His duties also include provider fee negotiation, client acquisition and retention, and the due diligence surrounding selecting non-fiduciary service providers, such as a plan's record-keeper, administrator, actuary and custodian/trustee.
Job Titles:
- Senior Vice President, OneDigital Retirement Wealth
Chris currently serves as Senior Vice President of Retirement + Wealth division where he focuses on developing strategic retirement plans for corporate clients. With experience in client servicing, sales, operations, and portfolio management, Chris's clients rely on him to help them create the most effective ways to drive employees towards retirement readiness while managing the employer's fiduciary responsibilities in doing so.
Chris graduated from The University of Florida with a B.S. in Finance.
Job Titles:
- Executive Vice President of Organic Growth
As Executive Vice President of Organic Growth, Chris Thurin supports a group of passionate sales leaders and producers driving growth through differentiation and a disciplined sales approach. This focus enables employers to leverage strategies for better health outcomes, reduced costs, increased productivity and retention to drive greater growth for business and people.
Chuck Ristau, Chief Financial Officer, is responsible for OneDigital's financial, risk management, information technology, legal and regulatory functions. He is also a key contributor to OneDigital's merger and acquisition activities in the areas of strategy, deal structuring and contracts negotiation. His background includes a broad range of financial and capital funding experience, as well as strong development expertise.
Prior to joining Digital, Chuck served as executive vice president and chief financial officer for WorldCrest Group Inc. where he created its initial financial infrastructure and managed finance functions, including accounting and reporting, financial forecasting, treasury, risk management and financial systems. He also was a key member of the senior management team responsible for setting overall strategy, monitoring operating results, and developing opportunities for mergers, acquisitions and strategic alliances.
Chuck also served as controller with Kohlberg Kravis Roberts & Co., as senior vice president and chief financial officer with Telesis Medical Management Inc., as executive vice president of finance with Merit Behavioral Care Corp., and as a manager of special acquisition services with Deloitte & Touche LLP.
He holds a bachelor's degree in accounting from the University of Dayton and is a certified public accountant. Chuck is a member of the American Institute of Certified Public Accountants and the Missouri Society of Certified Public Accountants.
Job Titles:
- Senior Vice President
- Senior Vice President of the Retirement
- Senior Vice President, OneDigital Retirement Wealth
Corby Dall is a senior vice president of the Retirement + Wealth division and specializes in retirement plan consulting. He leads a well-respected team of professionals that focus solely on the success of retirement plans for the benefit of the employee and confidence of the employer. Providing help for employers to navigate the ever-changing regulatory environment, they have a deep knowledge and understanding of the overwhelming volume of legislation to mitigate liability.
Starting in the financial services world in the 80's, Corby quickly realized the need for honest advice and wanted to help as many people as possible. This passion led to a clear path; partnering with employers to help as many people as possible retire with confidence and dignity. Corby has helped countless companies stop thinking of "401k" as a four-letter word.
Job Titles:
- Managing Principal at One
Daivd Pittard is a managing principal at OneDigital, a national team of experienced, local employee benefits advisors who create greater value for employers and inspire individuals to become more engaged health care consumers.
Dan joined OneDigital in 2021 and currently serves as Senior Vice President, Financial Services, focusing on providing fiduciary support and consulting to our small to medium-sized business clients. Dan was with Gouldin & McCarthy, which was acquired by OneDigital in 2021. Prior to 2001, he spent nearly a decade in the financial services industry, working in the banking sector for firms like Investors Bank & Trust. He managed over 80 separate community banks with combined assets in excess of $6 billion.
Job Titles:
- Senior Vice President, OneDigital Retirement Wealth
Daniel serves as Senior Vice President of the Retirement + Wealth division where he focuses on developing strategic retirement plans for corporate clients and individual wealth clients. He is a recognized speaker for his utilization of fringe benefits for businesses and oversight of client portfolios. In addition, Dan has been an invited speaker to the NYSE and various boards, and actively lectures to CPAs. His writings have been published by various journals and newspapers.
Dan began his career on Wall Street working for E.F. Hutton in 1983. Subsequently, he worked for major brokerage firms, benefits firms and closely held businesses. He holds a BS in finance from Old Dominion University and has received professional designations as a Chartered Life Underwriter® (CLU®), Registered Health Underwriter® (RHU®) and Registered Employee Benefits Consultant® (REBC®). Dan has also earned the Accredited Investment Fiduciary® (AIF®) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh's Center for Executive Education. In addition, he is a Qualified Pension Administrator (QPA), certified through ASPA and designated as as an Enrolled Retirement Plan Agent (IRS#619EP).
Dan serves on the board of directors for various businesses and charitable organizations.
With over 25 years of professional pension consulting experience, Darrell Alford currently serves as Senior Vice President Retirement + Wealth division of OneDigital. His practice focuses on providing professional support to plan sponsors and educating them on how to fulfill their fiduciary responsibilities with respect to their retirement plans and the investment options in those plans.
David Anderson, is a Senior Vice President of the retirement + wealth division and has more than 25 years' experience in the retirement plan business. He advises 401(k), 403(b), and defined benefit plans for public and private corporations and higher education institutions. David entered the industry in 1992 with Cigna Retirement and Investment Services and later moved to Fidelity where he gained valuable experience and insight into the "service provider" side of the business.
Job Titles:
- Senior Managing Principal
David is a Senior Managing Principal at OneDigital Atlanta Riverwood, a national agency with experienced, local employee benefits advisors who create greater value for employers and inspire individuals to become more engaged health care consumers.
Prior to joining OneDigital, David was the CEO and a founding partner at Northwestern Benefit Corporation. He joined the Northwestern Mutual Financial Network in January of 1985, shortly after graduating from Berry College with a Bachelor of Science degree in Education. David has been recognized nationally as one of Northwestern Mutual's sales leaders and has been a member of the Northwestern Mutual Forum seven times. While growing his individual life & disability insurance practice, he saw a clear need for employee benefits for his clients and became determined to meet that need. In 1996, David joined with Bill Goodwin to form Northwestern Benefit Corporation.
Currently, David serves on the Berry College Board of Visitors and the Board of Directors for Love Beyond Walls.
Job Titles:
- Senior Vice President
- Regional Senior Vice President, OneDigital Retirement Wealth
David Hinderstein currently serves as Regional Senior Vice President of retirement + wealth where he assists plan sponsors and participants in responding to the many challenges in managing their retirement programs. David has extensive background in helping not-for-profit, corporate, healthcare, and higher education 401K plan sponsors meet their fiduciary responsibilities and manage and optimize their investment provider relationships.
Job Titles:
- Managing Principal
- Managing Principal at OneDigital
David Pittard is a managing principal at OneDigital, a national team of experienced, local employee benefits advisors who create greater value for employers and inspire individuals to become more engaged health care consumers.
David has over 20 years of experience in the insurance industry. Prior to joining OneDigital in 2017, he served as executive vice president and partner of a regional insurance brokerage, in addition to a wealth of expertise and experience in sales and account management.
David received a bachelor's degree in business administration from the University of Georgia. David also serves as Chairman of the Board for Provectus Health Strategies, Inc. He is licensed to sell life, accident and health insurance in Alabama, Georgia, Indiana, Kentucky, Michigan, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Utah and Virginia.
Job Titles:
- Senior Vice President of the Retirement
David Anderson, is a Senior Vice President of the retirement + wealth division and has more than 25 years' experience in the retirement plan business. He advises 401(k), 403(b), and defined benefit plans for public and private corporations and higher education institutions. David entered the industry in 1992 with Cigna Retirement and Investment Services and later moved to Fidelity where he gained valuable experience and insight into the "service provider" side of the business.
David T. Griffin serves as Senior Vice President of the Retirement + Wealth division where he offers retirement plan consulting solutions focused on developing strategies to fit the needs of private organizations, tax exempt organizations, and governmental plans.
Job Titles:
- Member of the Board of Directors
- Executive Vice President, Managing Director and Chief Financial Officer, Ryan Specialty Group, LLC Connect on LinkedIn
Elizabeth Chrane, Chief People Officer (CPO), leads human resources, talent management and culture for OneDigital. Elizabeth joined the OneDigital in 2008 and managed the marketing team until stepping into the role of Executive Vice President of Culture and Corporate Development in 2015, and was then promoted to Chief People Officer in September 2019. She defines a clear relationship between organizational culture and a broad set of business outcomes, including company values, employee attitudes and financial performance.
Prior to joining the OneDigital team, Elizabeth had 15 years of experience in the financial services and healthcare industries. Based on her leadership roles at Opteum Financial Services, HomeBanc Mortgage and TLC Laser Eye Centers, she was recognized by the Atlanta Business Chronicle as "Up and Comers: 40 Under 40" and received the American Marketing Association's Maverick "Marketer of the Year" award.
She has a bachelor's in business from Wake Forest University and has completed executive certificate programs at Emory University Goizueta Business School and University of Georgia Terry School of management.
Job Titles:
- Managing Principal
- Managing Principal at OneDigital 's Hartford
Emily Bailey is the managing principal at OneDigital's Hartford operation, a team of experienced, local employee benefits advisors and consultants who deliver greater value for clients and inspire individuals to become more engaged healthcare consumers. Emily enables her team to challenge clients with strategic and creative options to help them control costs and increase employee engagement, retention and recruitment.
In addition to coaching and mentoring an impressive team of employee benefits consultants and principals, Emily provides insightful and refreshing commentary on the evolving generational differences in the workplace, innovative insurance options, culture and engagement as seen in both her writing and captured by industry publications.
Emily has an extensive amount of experience in providing clients with strategic benefit planning and plan evaluation, interpreting Health Care Reform and compliance requirements, risk management, designing progressive plans to support alternative funding methods, health improvement initiatives and global benefits solutions. In December 2020, Emily achieved her Certified Employee Benefit Specialist (CEBS) designation.
Emily is an active member of her community and is involved in supporting numerous organizations including service as a member of ConnectiCare's Broker Advisory Council, Trinity Health of New England's Broker Advisory Council, and Cigna's Women's Leadership Council. In addition, she also serves on the board of directors for The Healing Meals Community Project, a local nonprofit dedicated to delivering healthy meals to families struggling with a health crisis.
Job Titles:
- Senior Vice President of Retirement Wealth Division of OneDigital
- Senior Vice President, OneDigital Retirement Wealth
Gary currently serves as a Senior Vice President of Retirement + Wealth division of OneDigital and has over 33 years of experience providing retirement plan services to institutions and their employees. He has established a national reputation for his excellence and experience in the provider search and benchmarking, contract negotiations, investment due diligence, ERISA compliance, and comprehensive employee education and communication.
Gary earned his Bachelor of Science in Management from Tulane University in New Orleans, LA and also holds a Master of Business Administration with an emphasis in Finance from Washington University in St. Louis, Mo.
Gary lives in Laguna Beach, CA and is the proud father to 5 children.
Job Titles:
- Senior Consultant
- Senior Consultant for the Retirement
- Senior Consultant, OneDigital Retirement Wealth
Greg Bremer serves as a Senior Consultant for the Retirement + Wealth division and has over 17 years of experience working with retirement plan sponsors and individual investors. Greg's focus is providing retirement plan services to institutions and their employees. Greg also works with individuals to achieve a financially secure retirement through personalized financial plans based upon their unique situation and goals for retirement.
Greg graduated from The University of Wisconsin-River Falls. He and his wife Jennifer have two children, Alexander and Ava.
Job Titles:
- Senior Vice President of Retirement
Greg Fiore currently serves as Senior Vice President of Retirement + Wealth division where he is a specialist in the qualified plan marketplace. His focus is ensuring high vendor performance, driving cost-effectiveness, and providing rapid deployment of new qualified plan products and services. He leads a team of people who support clients in every aspect of the retirement planning process.
Job Titles:
- Senior Vice President, OneDigital Retirement Wealth
Greg is a Senior Vice President of the Retirement + Wealth division he has over thirty years of experience in working with closely held companies and business owners.
He specializes in managing retirement plans for companies with a primary focus on creating optimal retirement benefits for each and every participant in the plan. Greg helps clients navigate fiduciary responsibility through proprietary industry-leading qualitative and quantitative investment analysis.
Additionally, Greg focuses managing retirement plans with a priority on discussions with the owners, the executives, and their families, about integrating their money with their values and goals around family, meaningful work, and giving back.
Prior to entering the financial services industry in 1992, Greg worked in public accounting and attained his C.P.A. designation in 1991.
Jamie Greenleaf, currently serves as Senior Vice President of the retirement + wealth division. She has spent her entire professional career helping retirement programs and public funds. She has provided consulting services in all areas of plan management and oversight and financial education to many Fortune 500 and publicly traded companies, nonprofit entities and public agencies.
Job Titles:
- Senior Vice President of the Retirement
Jania Stout currently serves as a Senior Vice President of the Retirement + Wealth division and brings over 22 years of experience in ERISA plan consulting to her role as Practice Leader. Her team advises close to 6 billion in retirement plan assets covering over 100,000 employees. She was named the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and Past President for National Association of Plan Advisors (NAPA). Ms. Stout was elected President of National Association of Plan Advisors in 2019. The Council is charged with setting the strategic direction and making policy decisions on all matters related to NAPA's mission.
Jason Chepenik currently serves as Senior Vice President of the retirement + wealth division. Jason is focused on providing fiduciary guidance to corporate retirement plans. Jason's unbridled energy and passion is what his clients and team love most. Whether he's advocating for stronger fiduciary responsibility, or championing financial literacy for the next generation, Jason keeps a strong sense of "the why" within his work.
Jason Hoffman currently serves as Senior Vice President of the retirement + wealth division and brings more than 14 years of experience in the consulting field of retirement plan design, investment monitoring and administration to the firm. As a consultant, he manages vendor searches, implementation timelines and conversion teams, plan design assistance, industry and market analysis and develops written communication plans.
Job Titles:
- Executive Vice President, Finance
Job Titles:
- Regional Managing Principal, West Region
Job Titles:
- National VP of Sales Effectiveness
Today, Jeff has a mission and a bold vision for OneDigital to become the most technologically advanced and digitally-enabled sales organization among our peers. Jeff believes the promise of data and technology should ultimately be in the producer's service driving greater productivity and effectiveness.
Job Titles:
- Principal
- Principal at OneDigital
Josh Roland is a principal at OneDigital, a national team of experienced, local employee benefits advisors who create greater value for employers and inspire individuals to become more engaged health care consumers. Josh also serves the role as the Georgia Practice Leader for Large Group Ancillary Benefits consulting.
Job Titles:
- Executive Vice President of Client Services, Enterprise & Select
Job Titles:
- Senior Vice President, OneDigital Retirement Wealth
Kelley F Snook, Jr currently serves as Senior Vice President of the retirement + wealth division. Kelley and his team provide a full array of retirement plan consulting services including fiduciary education, investment selection and monitoring, plan design, fee benchmarking, employee education, plan compliance, and overall strategy. Their clients are 401(k), 403(b) and Defined Benefit plans for public and private corporations, non-profits, and municipalities.
Kevin currently serves as Senior Vice President of Retirement + Wealth division where he focuses on developing strategic retirement plans for corporate clients. He specializes in managing retirement plans for companies with a primary focus on creating optimal retirement benefits for each of their participants. Kevin assists clients with navigating fiduciary responsibility through proprietary industry-leading qualitative and quantitative investment analysis.
Job Titles:
- Member of the Board of Directors
- Advisor, Private - Equity Backed Health Care Firms Connect on LinkedIn
Job Titles:
- Regional Managing Principal, Central Region
Job Titles:
- Senior Vice President
- Senior Vice President, OneDigital Retirement Wealth
Laura Scobee serves as Senior Vice President of the retirement + wealth division and has over 35 years of experience working with retirement plan sponsors and individual investors. Laura has provided services to retirement plans throughout her career, including a period when she was the CEO of a large, third-party retirement plan administration firm in St. Louis that provided services to hundreds of plans and thousands of participants. However, her passion has always been working directly with plan sponsors and their participants as their investment adviser.
Job Titles:
- Chief Information Officer
Job Titles:
- Senior Vice President
- Senior Vice President, OneDigital Retirement Wealth
Michael Castner is a Senior Vice President of the retirement + wealth division and brings over 25 years of experience in retirement plan consulting. He is focused on providing a comprehensive array of advisory services to both qualified and non-qualified retirement plans. Mike has earned a reputation for his knowledge and experience in plan provider search and benchmarking, fiduciary oversight and investment due diligence.
Job Titles:
- Senior Vice President of Retirement Wealth Division of OneDigital
- Senior Vice President, OneDigital Retirement Wealth
Nate currently serves as Senior Vice President of retirement + wealth division of OneDigital developing strategic plans for plan health/retirement readiness, plan benchmarking, investment analysis, and fiduciary governance. With over 20 years of experience in retirement plan consulting, organizations have counted on his knowledge & innovation in creating the most effective ways to drive employees towards retirement readiness while managing the employer's fiduciary responsibilities in doing so.
Job Titles:
- Senior Vice President of the Retirement
Neil C. Netoskie serves as Senior Vice President of the Retirement + Wealth division where he focuses on helping companies establish, maintain, and service their Corporate Retirement Benefits needs. Neil has been in the financial services industry since 1989.
Job Titles:
- Principal for OneDigital Pharmacy Consulting
- Principal, OneDigital Pharmacy Consulting, RxConnection
Orlando Neal is the Principal for OneDigital Pharmacy Consulting | RxConnection. Orlando is responsible for product development, revenue generation, financial analytics and reporting, procurement, key accounts and PBM relations.By partnering with OneDigital in 2019, RxConnection continues to leverage a strong proactive approach to prescription benefits analysis through optimal PBM partnerships and the clinical and actuarial experience that has helped countless customers across the country manage their prescription costs and make informed choices.
Job Titles:
- Regional Managing Principal, Mid - Atlantic Region
Job Titles:
- Chief Compliance Officer for OneDigital 's Retirement
- Chief Compliance Officer, OneDigital Retirement Wealth
Phil Troyer serves as Chief Compliance Officer for OneDigital's Retirement + Wealth Division and is responsible for the firm's overall compliance with federal and state investment laws. Phil has been a licensed attorney for over 20 years. His prior experience includes serving as General Counsel for NRP Financial and NRP Advisors, a broker-dealer and investment adviser owned by National Retirement Partners, as well as managing his own national ERISA practice, which have made him a recognized thought leader in the retirement plan industry.
Job Titles:
- Senior Vice President, Human Resources
- Senior Vice President of Human Resources at OneDigital
Ragan Fabrici is Senior Vice President of Human Resources at OneDigital and is responsible for employee experience, human resources policy and administration oversight in addition to corporate benefits and HR compliance for OneDigital.
Job Titles:
- Member of the Board of Directors
- Director, New Mountain Capital Connect on LinkedIn
Job Titles:
- Member of the Board of Directors
- Managing Director, Onex Connect on LinkedIn
Job Titles:
- Chief Investment Officer of OneDigital
- Chief Investment Officer, OneDigital Retirement Wealth
Saumen is the Chief Investment Officer of OneDigital's retirement & wealth division as well as its registered investment adviser, OneDigital Investment Advisors. He is responsible for the overall investment platform, including selection of investment offering, due diligence of funds and managers, and overseeing investment strategies and models managed by the investment team.
Job Titles:
- Member of the Board of Directors
- Chief Financial Officer, Carestream Connect on LinkedIn
Job Titles:
- Senior Vice President, OneDigital Retirement Wealth
Scott serves as a Senior Vice President of the retirement + wealth division and has over thirty years of experience in the financial planning and wealth management arena. He has assisted hundreds of families with defining their estate planning goals and designing tailored approaches to accomplish their objectives.
Job Titles:
- Senior Vice President of the Retirement Wealth Division at OneDigital
- Senior Vice President, OneDigital Retirement Wealth
Sean Ciemiewicz serves as Senior Vice President of the retirement + wealth division at OneDigital. Sean's focus is working on education and communication programs, as well as individual retirement management, and he has an interest in behavioral finance.
Job Titles:
- Senior Vice President, OneDigital Retirement Wealth
Thomas currently serves as Senior Vice President of the retirement + wealth division and has over 40 years of experience providing retirement plan services to institutions and their employees. Tom leads the retirement + wealth team in Chicago, Illinois where he is known for his high degree of knowledge and experience for helping businesses implement and optimize group retirement plans, as well as helping improve plan outcomes for participants.
Job Titles:
- Senior Vice President, OneDigital Retirement Wealth
Job Titles:
- Division Practice Leader, Human Resources
- Human Resources Consulting ( HRC ) Practice Leader
Tom Wimer is the National Human Resources Consulting (HRC) Practice Leader for OneDigital. He has developed a highly responsive and quick action team to proactively anticipate and support the needs of OneDigital customers and to ensure the range of exceptional services are scalable across OneDigital's entire customer base. In addition to leading a team of eight regional human resource consulting leaders and the over 125 human resources consultants across the country, Tom works closely with sales and service leadership to leverage HRC services to support customers. He is also focused on integrating HR services more completely with employee benefits and retirement/financial services operations across the country.
Job Titles:
- Senior Vice President of Talent
As senior vice president of talent, Travis supports OneDigital's sustained growth by attracting top talent for the HR, benefits and account management teams, as well as promoting the development of OneDigital's existing team of workplace strategists.
Job Titles:
- Vice President
- Vice President of Wealth Management, OneDigital Retirement Wealth
Tristan Talley is Vice President of the retirement + wealth division bringing more than 22 years of financial and wealth experience. In this role, Tristan's primary responsibilities involve helping connect all aspects of a client's financial life to the lives they want to live. He goes well beyond investments to form relationships that span generations. Tristan also provides financial education and enjoys helping retirement plan participants.
Job Titles:
- Senior Investment Advisor
- Senior Vice President of the Retirement
Victor serves as Senior Vice President of the Retirement + Wealth division where he works with high-net-worth individuals offering comprehensive financial planning, insurance protection and asset accumulation strategies. He also specializes in collaborating with businesses to implement corporate benefits and retirement plans.
Vince oversees OneDigital's Retirement + Wealth division, including retirement consulting, wealth management, investment management and third-party administration areas. Before OneDigital, Vince Morris joined Bukaty Companies in 2001 as owner and president of the Financial Services division, serving as president of Resources Investment Advisors Inc., an SEC-registered investment advisor and support center that helps advisor-affiliates with compliance, business, and marketing services.
William C. Doran, Jr. serves as Senior Vice President of Retirement & Wealth Division where he focuses on developing strategic plans for both corporate retirement and individual wealth clients. He specializes in assisting plan fiduciaries and participants in navigating the complexities of qualified plans and asset allocation.