Madison is devoted to supporting Integrated Retirement clients, including fulfillment of engagement requirements and delivery of content and training projects, as well as managing corporate client relationships for IRALOGIX.
She has been active in the retirement and financial services industry for more than five years. Madison began her retirement industry career working with Retirement Benefits Group, a large national RIA specializing in qualified retirement plans, as a client relationship manager. Following Retirement Benefits Group, Madison served as a customer care associate with IRALOGIX before moving into relationship management. Madison holds a B.A. degree in Business Administration with a concentration in corporate finance.
Anissa has been writing and consulting on retirement plans and IRAs since EGTRRA to meet the business and compliance needs of various players in the retirement plan and IRA industry. She and her team of attorneys, writers, and instructors consult with a broad spectrum of financial institution clients regarding industry developments and business initiatives to ensure that Integrated Retirement’s solutions are tailored to fit each client’s strategic goals. She balances technical information with practical solutions in drafting content and developing customized training and eLearning curriculum. Prior to joining Integrated Retirement in 2012, Anissa grew her retirement industry career from account representative to consultant, writer, editor, and manager with Universal Pensions, Inc./BISYS/Ascensus.
Jayne has successfully spearheaded business development for Integrated Retirement for more than 12 years and has been matching solutions to clients in the retirement plan industry for over 20 years.
Prior to joining Integrated Retirement, Jayne flourished in numerous evolving roles, including client relations representative, major account coordinator, internal sales manager, sales director, and vice president of business development. She has received several sales achievement, customer service, and Excellence in Leadership awards from companies such as Ascensus (f/k/a Universal Pensions, Inc. (UPI), BISYS), RolloverSystems, Inc., Goldleaf Partners, and Millennium Trust Company.
Joe is an experienced leader and business builder with an affinity for driving innovation. He oversees product-market fit and corporate development initiatives
Prior to co-founding IRALOGIX, he spent more than 15 years developing growth strategies and bringing products to market for early stage technology firms as well as large financial institutions such as Merrill Lynch and Credit Suisse. Joe also sits on several advisory boards for emerging technology companies and is a contributing member of the Forbes Business Council.
Pete has an extensive and successful background in building retirement and financial services businesses where he now leads the growth and customer service aspects of our company.
Over his 35 years, he specialized on the retirement side of the industry where he led the growth strategies for such firms as Cigna Retirement and Investments, Strong Capital Retirement, Wells Fargo Retirement and Trust as well as Waddell & Reed and Ivy Funds. It was his observations that the retirement industry and the wealth industry were leaving the average retirement saver behind. The drive to find a better solution led Pete to co-found IRALOGIX.
