RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Jason Miller joins Pentegra as regional director for Western region

The Great West alumnus will lead the business development efforts in Western states and Hawaii

1 min read
By RIABiz January 10, 2017Updated: September 6, 2018
no description available
Jason Miller
  • Pentegra hired Jason Miller as regional director for the Western region.
  • Miller will spearhead business development in six states, reporting to Pete Swisher.
  • Experience includes prior roles at Mutual of Omaha, Empower, and Transamerica Capital.
AI generated

In December, Jason Miller joined the Pentegra Retirement Services announced as regional director for qualified retirement plan sales.

With DOL wind at its back, Pentegra Retirement Services hires David Barrer to newly created TPA czar position to sail past its $11-billion AUM watermark
Related· Nov 3, 2016

With DOL wind at its back, Pentegra Retirement Services hires David Barrer to newly created TPA czar position to sail past its $11-billion AUM watermark

Reporting to Pete Swisher, Pentegra senior vice president of national sales, Miller will lead the company’s business development efforts throughout Arizona, Hawaii, Kansas, Nevada, New Mexico and Utah.

Miller has more than 10 years of experience in the financial services industry, with a strong concentration of expertise in retirement plans. Prior to joining Pentegra, he held similar roles at Mutual of Omaha, Great West (Empower) and Transamerica Capital Inc.

“I am very excited to be part of a growing organization and to work with advisors to effectively expand their business with Pentegra’s retirement plan solutions," said Miller in a statement. "There couldn’t be a better time to share Pentegra’s multiple employer plan and fiduciary outsourcing solutions given what’s trending in the industry today.”

Miller maintains FINRA Series 6, 63 and State Life Variable Insurance Licensing.

Rely on RIABiz? Tell Google.

Naming us a preferred source puts our reporting first in your Top Stories and AI Overviews. Takes one click, and only you see the difference.

Make us a preferred source on Google

On the record

Be an expert voice.

Become an expert voice

Anonymous

Or tell us without your name.

Send an anonymous tip
Entities in this article
Topics
Fiduciary outsourcing solutions
Retirement Planning


RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory
sponsored by

Directory Sponsor Logo