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Deals & People September 14, 2007
ExpertPlan Begins National Sales Expansion
Recordkeeper ExpertPlan has opened its first regional office in Atlanta, Georgia.
Reported by PLANADVISER Staff
The firm’s new South East Regional Sales Office is the first of several regional sales offices ExpertPlan will open nationwide, the company said.
This national expansion will allow ExpertPlan to bring its previously centrally-based support services to regional markets, enabling the company to increase service to regional banks, CPAs, RIAs, insurance agencies, and others interested in expanding into the retirement business, the firm said in an announcement.
The expansion effort will be led by Atlanta-based Gregory Hyde, who has been hired as the company’s new Executive Vice President of Sales and Business Development. Hyde has previously worked at AMVESCAP Retirement, National Life of Vermont, Putnam Financial, and MFS Financial Services.