Directory

>

Lee Swerdlin

avatar

Lee Swerdlin

Vice President, Sales - FuturePlan | Ascensus

Atlanta, Georgia, United States

View contact details (it's free)

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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Lee Swerdlin

Work Experience

company logo

Vice President, Sales - FuturePlan at

Ascensus

September 2021 - Present

company logo

Regional VP - Swerdlin/FuturePlan by Ascensus at

Ascensus

June 2018 - August 2021

company logo

President at

Swerdlin & Company (now FuturePlan by Ascensus)

January 2012 - June 2018

company logo

Senior Vice President at

Swerdlin & Company (now FuturePlan by Ascensus)

January 2005 - January 2012

company logo

Business Development Director at

Swerdlin & Company (now FuturePlan by Ascensus)

November 1998 - December 2004

Logos provided by Logo.dev

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

mail

*********@swerdlin.com

************@ascensus.com

*********@swerdlin.net

Colleagues

avatar
Nick Good

President

Sean Zent

Vice President, Business Development

Pamela Sandelin

Vice President, Insights & Analytics

avatar
Tricia Bailey

Vice President, Sales Consultant, FuturePlan

Stacy Robin

Vice President

Steve Cronin

National Sales Directonr

avatar
Tapas Ghosh

Vice President, Offshore Operations

avatar
Peg Creonte

President, Ascensus Government Savings

avatar
Thomas Hewitt

Senior Vice President, Relationship Management

View Contact details (it's free)
Request Profile Removal