Ascensus, the nation's largest independent retirement plan and college savings services provider, has appointed Carolyn Fraser as vice president of relationship management.
In this role, Ms. Fraser will develop business strategies and partner with institutional clients to help them achieve their objectives by focusing on product enhancements, sales, and service delivery to drive organic growth. She brings more than twenty years of financial services industry experience and a strong background in the development and support of institutional partnerships.
Before joining Ascensus, Ms. Fraser spent sixteen years at the Vanguard Group where she served in various leadership roles in client administration and relationship management. She also spent four years as an actuarial analyst for William M. Mercer and Pricewaterhouse Coopers, Inc.
Ms. Fraser received a B.A. in Statistics from the College of New Jersey and an M.B.A. from Saint Joseph's University. She also holds her FINRA Series 6 and NASAA Series 63 designations.
"Carolyn brings a great deal of relevant experience and expertise to our team," states Kathleen Connelly, Ascensus' executive vice president of client experience and relationship management. "We are committed to the needs of our institutional partners and their clients. With her broad understanding of retirement services and her proven background in building relationships, she will be both an advocate and consultant for these key partners."