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Rick Jorgensen is a highly experienced executive leader with a distinguished career in the financial services and retirement planning industry. With over three decades of expertise, he has a proven track record of driving strategic growth, operational excellence, and client-focused solutions. Known for his visionary leadership and deep understanding of market dynamics, Rick has successfully navigated complex regulatory environments and technological advancements to deliver sustained value to stakeholders. He is passionate about fostering innovation, building high-performing teams, and ensuring the long-term success and stability of the organizations he leads. His leadership style emphasizes integrity, transparency, and a commitment to excellence.
Rick Jorgensen's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:
Successfully steered his organization to become a recognized leader in the retirement plan services sector through strategic acquisitions, organic growth, and a strong focus on client satisfaction and technological innovation.
Oversaw substantial growth in assets under administration and client base, significantly expanding the company's national footprint and service offerings.
Pioneered the adoption of cutting-edge technology solutions to enhance service delivery, improve operational efficiency, and provide superior client experiences in retirement plan administration.
Frequently recognized by industry publications and peers for his contributions to the financial services sector and his leadership in promoting best practices in retirement planning.
Highperformr Signals uncover buying intent and give you clear insights to target the right people at the right time — helping your sales, marketing, and GTM teams close more deals, faster.
Follett Higher Education Group is a leading provider of educational materials, digital content, and retail services to colleges and universities across North America. They partner with over 1,000 institutions to operate campus stores, deliver affordable course materials (including textbooks, e-books, and open educational resources), and provide technology solutions that enhance the learning experience for students and support academic success. Their services aim to make education more accessible and effective for students, faculty, and institutions.
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