Retirement Sales Team

Bryan Burke Bryan Burke, AIF®
Senior Vice President, National Sales Manager-Retirement/Insurance
Responsible for leading the sales effort focused on the retirement market, which includes retirement platform wholesalers, trust institutions and variable annuity opportunities. Previous associations: Regional Vice President, Merrill Lynch. B.S., University of Oklahoma. Joined Federated 2002. 
bburke@federatedinv.com; 405-229-7996
Retirement Sales
William Boarts William Boarts, AIF®
Vice President, Senior Retirement Consultant
Responsible for marketing of mutual fund capabilities to institutional clients with a focus on trust institutions. Previous associations: Regional Vice President, Lincoln Financial Group; Regional Sales Representative, ICMA Retirement Corporation. B.S., Edinboro University of Pennsylvania. Joined Federated 2003. 
wboarts@federatedinv.com; 724-372-1203
Steve Cohen Steve Cohen, AIF® 
Vice President, Senior Retirement Consultant
Responsible for supporting the sales efforts of retirement platform wholesalers, financial advisors focused on retirement plans and variable annuity wholesalers for firms that use our subadvised and insurance-series funds. Previous Associations: Divisional Sales Manager, ERIC Underwriters Agency. B.S., Northeastern University. Joined Federated 1993. 
scohen@federatedinv.com; 310-560-4338
Steve Cronin Steve Cronin, CEBS
Vice President, Senior Retirement Consultant
Responsible for supporting the sales efforts of retirement platform wholesalers, financial advisors focused on retirement plans and variable annuity wholesalers for firms that use our subadvised and insurance-series funds. Previous Associations: National Sales Director, Ascensus; Director, Access Data Corp.; Head of Retirement Sales and Corporate Marketing, BFDS; Director of Retirement Sales, Spectrem Group; National Sales Director, Federated; Director of Marketing and Senior Consultant, George Beram & Co.; Senior Consultant, The Johnson Companies; and AVP, Putnam Companies. B.S., University of Massachusetts. Joined Federated 2014. 
scronin@federatedinv.com; 617-448-1173
Mike Cullen Mike Cullen, AIF®
Vice President, Senior Retirement Consultant
Responsible for supporting the sales efforts of retirement platform wholesalers, financial advisors focused on retirement plans and variable annuity wholesalers for firms that use our subadvised and insurance-series funds. Previous Associations: Bank South; Alexander & Alexander; Computech Financial Services; and First Pennsylvania Corporation. B.S.I.E., Purdue University; M.B.A., The Wharton School, University of Pennsylvania. Joined Federated 1984. 
mcullen@federatedinv.com; 404-314-1320
Jeffrey Jones Jeffrey Jones, AIF®
Vice President, Senior Retirement Consultant
Responsible for supporting the sales efforts of retirement platform wholesalers, financial advisors focused on retirement plans and variable annuity wholesalers for firms that use our subadvised and insurance-series funds. Previous Associations: Regional Sales Manager, Merrill Lynch. B.S., Ohio Wesleyan University. Joined Federated 2006. 
jjones@federatedinv.com; 216-406-5182
Timothy Rosewicz Timothy Rosewicz, AIF®
Vice President, Senior Retirement Consultant
Responsible for supporting the sales efforts of retirement platform wholesalers, financial advisors focused on retirement plans and variable annuity wholesalers for firms that use our subadvised and insurance-series funds. Previous Associations: Retirement Sales Representative, American Century. B.S., The University of Kansas; M.S., Baker University. Joined Federated 1996. 
trosewicz@federatedinv.com; 913-586-4094
Stephen White Stephen White, CRSP, CLU, AIF®
Vice President, Senior Retirement Consultant
Responsible for marketing of mutual fund capabilities to institutional clients with a focus on trust institutions. Previous associations: Director of Institutional Trust Services for a regional bank, President of a retirement recordkeeping firm and Treasurer of a life insurance company. B.S., University of North Alabama. Joined Federated 1996. 
swhite@federatedinv.com; 205-907-0118
James Wojciak James Wojciak, AIF®
Senior Retirement Consultant
Responsible for supporting the sales efforts of retirement platform wholesalers, financial advisors focused on retirement plans and variable annuity wholesalers for firms that use our subadvised and insurance-series funds. B.S.B.A., Robert Morris University. Joined Federated 2006. 
jwojciak@federatedinv.com; 412-916-8150
   
Retirement and Insurance National Accounts
Todd Jones Todd Jones, CIMA®, AIF®
Vice President, National Accounts Manager
Responsible for the overall relationship management of insurance clients focusing on the retirement plan and variable annuity channels. Previous association: Employee Education Consultant, PNC Advisors. B.S., Pennsylvania State University. Joined Federated 2005. 
tjones@federatedinv.com; 412-977-1544
Platform Sales and Client Service
Dave Wasik Dave Wasik
Vice President, Senior Retirement Platform Specialist
Responsible for investment only mutual fund sales and marketing of Federated’s value-added program to plan service providers. Previous Associations: Mellon Bank. B.S., University of Pittsburgh; M.B.A, Katz School of Business, University of Pittsburgh. Joined Federated 1992. 
dwasik@federatedinv.com; 412-527-5230

 
 
 
 
 
 
 
 
 
 
 
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