Goal-Based Enrollment   //   Advisor Managed Accounts   //   Retirement Income   //   IRA Rollovers   //   Participant Engagement  //  Plan Success Reporting   //   Education and Wellness

Goal-Based Enrollment   //   Advisor Managed Accounts   //   Retirement Income   //   IRA Rollovers   //   Participant Engagement  //  Plan Success Reporting   //   Education and Wellness

Goal-Based Enrollment   //   Advisor Managed Accounts   //   Retirement Income   //   IRA Rollovers   //   Participant Engagement  //  Plan Success Reporting   //   Education and Wellness

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Benjamin Thomason

Senior Vice President, Revenue

Email

[email protected]

Phone

Direct: 202-674-8481

Social

LinkedIn

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Biography

Ben brings more than 25 years of experience in financial services revenue management and executive growth leadership to his role with iJoin. With deep expertise in institutional asset management and financial technology verticals, Ben’s focus is helping financial technology organizations with compelling technology achieve and manage escape velocity.

Prior to joining LDIntelligence, Ben spent a decade at Fidelity Investments followed by institutional roles at JPMorgan and Securian. After being recruited to Goldman Sachs to help manage and grow one of the bank’s first digital acquisitions, an executive growth and revenue leadership role at Vestwell followed. Ben spent five years designing, building and executing the firm’s go-to-market growth strategy.

Ben combines deep retail and institutional asset management subject matter expertise, a complete understanding of both distribution venue mechanics and legacy technology structures while layering advances in financial technology to help companies strategically partner and tactically deploy higher-order technology solutions in the financial services marketplace.

Ben splits time between West Palm Beach, FL and Washington DC with his wife Olivia, sons Ben, Shepherd, and Teddy and their golden retriever Goose.