The Benetic solution supports the essential network of advisors, consultants, and retirement plan service providers by leveraging Silicon Valley-driven innovations and efficiencies tailored to the needs of the retirement industry.

Finance

Benetic

Benetic's headquarters in Jackson, WY, United States

B. Ray Conley

Will McGough

Morgan Hall

Michael Sowa

Josh Jeffrey

Kristin McCarthy

The Leadership Team at Benetic guides the company’s strategic vision and operational excellence, ensuring alignment between innovative solutions and the evolving needs of the retirement industry. Comprising key executives in sales, client experience, and business development, the team fosters collaboration, drives growth initiatives, and cultivates strong relationships with advisors and service providers to enhance client satisfaction and industry impact.

Leadership Team

The Sales and Business Development Team at Benetic focuses on driving revenue growth and expanding market reach by cultivating relationships with advisors, consultants, and retirement plan service providers. The team leverages regional expertise and strategic partnerships to promote Benetic's innovative solutions, ensuring client satisfaction and fostering long-term business development.

Sales and Business Development Team

This department is responsible for defining the overall direction and strategy of the organization while managing high-level operations and compliance.

Executive Leadership

This department is responsible for managing the organization’s financial strategies and overseeing investment activities.

Benetic

Org chart

Teams

Leadership Team

Sales and Business Development Team

Executive Leadership

Finance and Investment

Offices

Benetic

Org chart

Teams

Leadership Team

Sales and Business Development Team

Executive Leadership

Finance and Investment

Offices

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