Brian has focused his career on immersing himself in various facets of the retirement plan industry. He began at Mid Atlantic Trust Company, where he held service, sales, and strategic roles, culminating in leadership of the Relationship Management team and spearheading external sales efforts. From there, Brian dug into the recordkeeping and administrative side of the business at EPIC Retirement Plan Services, where he led the sales and marketing teams and served on the Executive Committee as their Sr. Director of National Sales. As our Chief Sales Officer, Brian leverages his broad expertise, consultative approach, and management experience to lead a team that is dedicated to helping our partners succeed in the retirement plan space. The ever-increasing complexity and strategic nature of the industry requires a deep knowledge and understanding of the market to focus on building strategic partnerships and fostering new areas of growth. Brian’s unique skill set is well aligned to lead our business development into the future. Brian earned his Bachelor of Arts in Economics from Dartmouth College, having graduated with honors in 2007.
Brian Lenz
