Professional Summary
Overview
Work History
Education
Skills
Timeline

Anthony Bologna

Ascensus Retirement Services
Warrington
21
years of professional experience

Senior sales leader with 30+ years in the retirement plan industry, passionate about building high-performing teams and delivering meaningful business results. Combines deep industry expertise with a focus on innovation, strong relationships, and sales excellence. Known for a leadership style centered on people development, collaboration, and aligning team priorities with organizational success.

Work History

National Sales Director

2 Years
Ascensus Retirement Services | 06.2024 - Current
  • Led national sales strategy development, aligning initiatives with organizational goals.
  • Directed cross-functional teams to enhance client engagement and improve service delivery.
  • Analyzed market trends to identify growth opportunities and optimize product offerings.
  • Mentored regional sales managers, fostering professional development and operational excellence.
  • Implemented performance metrics to track sales effectiveness and drive accountability across teams.
  • Designed training programs for sales staff, improving product knowledge and customer interaction skills.
  • Developed and implemented effective sales strategies and led nationwide sales team members to achieve sales targets.
  • Increased sales revenue by developing and implementing strategic sales plans tailored to regional markets.
  • Worked closely with marketing and product teams to understand customer needs and requirements.

Divisional Vice Preseident

Ascensus | 06.2024 - 06.2024
  • Managed regional territory generating $XM+ in annual sales, consistently exceeding quota (110–130% attainment)
  • Built and coached high-performing sales team, with multiple team members promoted into leadership roles
  • Expanded key advisor relationships, resulting in XX% increase in new business opportunities
  • Improved territory performance through data-driven targeting and activity management

Regional Vice President of Sales

8 Years 8 Months
Ascensus | 10.2005 - 06.2014
  • Responsible for development of the MidWest territory, successfully marketing bundled and unbundled Defined Contribution business.
  • Proven leader within organization and ability to professionally navigate internal departments, establishing integral relationships and champions for a common cause and negotiate with business heads for appropriate and timely resolution.
  • Work with elite advisors and specialists to drive new plan sales across all channels of advisors including banks, wirehouses, and RIAs.

Education

- Accounting

Philadelphia University | Philadelphia, PA

Skills

Sales Strategy & Execution
Revenue Growth & Retention
National Sales Leadership
Key Account Management
Pipeline Forecasting & Analytics

Timeline

National Sales Director

Ascensus Retirement Services
06.2024 - CurrentRead More

Divisional Vice Preseident

Ascensus
06.2024 - 06.2024Read More

Regional Vice President of Sales

Ascensus
10.2005 - 06.2014Read More

Philadelphia University

from Accounting
Read More
Anthony Bologna