Ascensus:
A Leading Savings Plan Provider
Recently Released!!!
Date Published: October 30, 2020
Summary PowerPoint Deck: 41 Slides
Reference PowerPoint Deck: 41 Slides
Ascensus was founded as The Barclay Group in 1980. The company is based in Dresher, PA. Ascensus has 3,700 employees & $327 billion assets under administration. Ascensus is led by its Executive Chairman Bob Guillocheau, CEO David Musto, & Chief Operating Officer Jim Gearin. Its web site can be found at www.Ascensus.com
This research addresses the key historical phases of Ascensus, including:
Its profile includes detailed outlines of its core businesses, including:
Date Published: October 30, 2020
Summary PowerPoint Deck: 41 Slides
Reference PowerPoint Deck: 41 Slides
Ascensus was founded as The Barclay Group in 1980. The company is based in Dresher, PA. Ascensus has 3,700 employees & $327 billion assets under administration. Ascensus is led by its Executive Chairman Bob Guillocheau, CEO David Musto, & Chief Operating Officer Jim Gearin. Its web site can be found at www.Ascensus.com
This research addresses the key historical phases of Ascensus, including:
- Early Phase
- Middle Phase
- Recent Phase
Its profile includes detailed outlines of its core businesses, including:
- Retirement Savings
- Education Savings
- Health Savings
- ABLE
And its profile concludes with the highlights of its organizational structure & ownership.
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Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
