Directory
>
Lee Swerdlin
Lee Swerdlin
Vice President, Sales - FuturePlan | Ascensus
Atlanta, Georgia, United States
Lee Swerdlin
Summary
Lee Swerdlin is an accomplished Vice President of Sales at FuturePlan by Ascensus, with a strong foundation in the retirement industry. With over two decades of experience in various leadership roles, Lee has demonstrated expertise in 401k, 403b, and pension administration, making significant contributions to the evolution of employee benefits. He has a rich history of working with both startups and established firms, showcasing his adaptability and strategic vision. Lee's leadership journey began as a Business Development Director and has progressed through senior roles, emphasizing his commitment to driving growth and innovation. His educational background includes degrees from The University of Alabama and Pace Academy, which have equipped him with a solid grounding in business principles. Lee's passion for transforming the retirement landscape is evident in his approach to client service, ensuring that local relationships are preserved while leveraging national resources. He is a respected figure in the monetary authorities sector, known for his collaborative spirit and dedication to excellence.
Lee Swerdlin
Work Experience
Vice President, Sales - FuturePlan at
Ascensus
September 2021 - Present
Regional VP - Swerdlin/FuturePlan by Ascensus at
Ascensus
June 2018 - August 2021
President at
Swerdlin & Company (now FuturePlan by Ascensus)
January 2012 - June 2018
Senior Vice President at
Swerdlin & Company (now FuturePlan by Ascensus)
January 2005 - January 2012
Business Development Director at
Swerdlin & Company (now FuturePlan by Ascensus)
November 1998 - December 2004
Lee Swerdlin
Education
University of Alabama
January 1992 - January 1996
Pace academy
January 1986 - January 1992
Frequently Asked Questions about Lee Swerdlin
What is Lee Swerdlin email address?
Lee Swerdlin's primary email address is *********@swerdlin.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Lee Swerdlin work for?
Lee Swerdlin is a Vice President, Sales - FuturePlan at Ascensus, a company specializing in Monetary Authorities-Central Bank.
Where Lee Swerdlin graduated from?
Lee Swerdlin holds a degree in from University of Alabama.
How can I directly contact Lee Swerdlin?
To contact Lee Swerdlin directly, you can use the email address *********@swerdlin.com. Complete contact information is available upon registration with Muraena.
Who is Lee Swerdlin?
Lee Swerdlin is an accomplished Vice President of Sales at FuturePlan by Ascensus, with a strong foundation in the retirement industry. With over two decades of experience in various leadership roles, Lee has demonstrated expertise in 401k, 403b, and pension administration, making significant contributions to the evolution of employee benefits. He has a rich history of working with both startups and established firms, showcasing his adaptability and strategic vision. Lee's leadership journey began as a Business Development Director and has progressed through senior roles, emphasizing his commitment to driving growth and innovation. His educational background includes degrees from The University of Alabama and Pace Academy, which have equipped him with a solid grounding in business principles. Lee's passion for transforming the retirement landscape is evident in his approach to client service, ensuring that local relationships are preserved while leveraging national resources. He is a respected figure in the monetary authorities sector, known for his collaborative spirit and dedication to excellence.
Lee`s contact details
*********@swerdlin.com
************@ascensus.com
*********@swerdlin.net
Colleagues
President
Vice President, Business Development
Vice President, Insights & Analytics
Vice President, Sales Consultant, FuturePlan
Vice President
National Sales Directonr
Vice President, Offshore Operations
President, Ascensus Government Savings
Senior Vice President, Relationship Management