Joseph Ormont

Director, Retirement Customer Solutions at GuideStone Financial Resources

Joseph Ormont has diverse work experience in various industries including finance, consulting, and education. Joseph currently holds the position of Director of Retirement Customer Solutions at GuideStone Financial Resources, a role they have held since March 2023. Prior to this, they worked as the Director of the Tax and Accounting Group at Five Star Advisor Partners, LLC from September 2022 to April 2023. Joseph also has extensive experience at GuideStone Financial Resources, where they held multiple roles starting in 2011. These roles include Managing Director of Retirement Program Management, Director of Product Management and Optimization Retirement Services, Senior Manager of Core Business Optimization Retirement Services, Senior Manager of Insurance Product Management, Manager of Product and Vendor Services, and Product Research Manager. Additionally, Joseph has previous experience as a Financial Analyst at Healthways and a Graduate Assistant at Belmont University. Earlier in their career, they served as a Strategic Planning Intern at GuideStone Financial Resources, a Project Lead in Internal Audit at Nike, and a Senior Associate at KPMG Advisory.

Joseph Ormont earned a B.B.A. degree in Business from Texas A&M University from 1998 to 2002. Joseph later pursued an MBA with a Finance Concentration at Belmont University - Jack C. Massey College of Business, completing it in 2009. Additionally, they have obtained certifications such as Advanced Certified Scrum Product Owner from Scrum Alliance in August 2020, CERTIFIED FINANCIAL PLANNER™ from Certified Financial Planner Board of Standards Inc. in 2015, and Green Belt in Lean Six Sigma from Healthways in 2010. Joseph has also completed a program in Product Strategy from Kellogg Executive Education in 2020.

Links

Previous companies

Nike logo
Belmont University logo

Timeline

  • Director, Retirement Customer Solutions

    March, 2023 - present

  • Managing Director, Retirement Program Management

    March, 2022

  • Director, Product Management And Optimization Retirement Services

    April, 2020

  • Senior Manager, Core Business Optimization Retirement Services

    September, 2019

  • Senior Manager, Insurance Product Management

    October, 2015

  • Manager Of Product And Vendor Services

    September, 2013

  • Product Research Manager

    January, 2011

  • Strategic Planning Intern

    June, 2008

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