Ascensus Appoints New Regional Vice President

Frank Castellvi Joins Retirement Plan Sales Team to Support Financial Advisors and Their Clients in the East Territory

Ascensus—whose technology and expertise help millions of people save for retirement, education, and healthcare—is pleased to announce the appointment of Frank Castellvi as a regional vice president on the company’s retirement plan sales team.

Tasked with building and maintaining Ascensus’ retirement plan distribution networks, Castellvi will work with financial advisors, third-party administrators, and financial institutions—including institutional and DCIO (defined contribution investment only) partners. He will report to Anthony Bologna, retirement sales divisional vice president of the eastern region.

Castellvi will serve the East territory (covering New Jersey and Delaware) and brings more than 10 years of sales and relationship management experience to his role. Prior to joining Ascensus, he worked as a regional director for defined contribution at Lord Abbett & Co., where he also held roles in business development and internal sales. Castellvi earned his Bachelor of Business Administration degree in Marketing from Loyola University Maryland. He also holds his FINRA Series 7 designation along his NASAA Series 66 certification.

“Frank is a high-quality individual who possesses solid industry experience and expertise along with outstanding business-development and people skills,” said Jason Crane, Ascensus’ head of retirement distribution. “Adding this level of talent to Ascensus’ retirement plan sales team further demonstrates our commitment to serving our financial advisor and employer partners via productive relationships that focus on their unique needs.”