About
Aksana
Aksana works closely with corporate and public-sector retirement plan clients, helping them navigate the complexities of plan governance, compliance, investments, fiduciary responsibilities, and participant education. She serves as a key point of contact for clients and works collaboratively with plan sponsors, recordkeepers, investment managers, and other service providers to help see that plans are effectively managed and supported. She is passionate about the retirement plan industry and building strong, long-term relationships with the clients she serves.
Aksana joined the firm in 2013 and currently serves as a Retirement Client Service Manager. Prior to joining the firm, her experience included risk analysis of daily executed energy trades for Exelon Corporation, as well as supporting the business development team at J.P. Morgan’s Investment Bank.
Outside of her professional career, Aksana enjoys spending time with her family and twin daughters and loves all things outdoors, especially nature and hiking. Her personal motto is simple: Every moment in life is precious, enjoy it.
Education and Professional Milestones:
- Drexel University - bachelor’s degree in Finance
Aksana works closely with corporate and public-sector retirement plan clients, helping them navigate the complexities of plan governance, compliance, investments, fiduciary responsibilities, and participant education. She serves as a key point of contact for clients and works collaboratively with plan sponsors, recordkeepers, investment managers, and other service providers to help see that plans are effectively managed and supported. She is passionate about the retirement plan industry and building strong, long-term relationships with the clients she serves.
Aksana joined the firm in 2013 and currently serves as a Retirement Client Service Manager. Prior to joining the firm, her experience included risk analysis of daily executed energy trades for Exelon Corporation, as well as supporting the business development team at J.P. Morgan’s Investment Bank.
Outside of her professional career, Aksana enjoys spending time with her family and twin daughters and loves all things outdoors, especially nature and hiking. Her personal motto is simple: Every moment in life is precious, enjoy it.
Education and Professional Milestones:
- Drexel University - bachelor’s degree in Finance