Goal-Based Enrollment   //   Advisor Managed Accounts   //   Retirement Income   //   IRA Rollovers   //   Participant Engagement  //  Plan Success Reporting   //   Education and Wellness

Goal-Based Enrollment   //   Advisor Managed Accounts   //   Retirement Income   //   IRA Rollovers   //   Participant Engagement  //  Plan Success Reporting   //   Education and Wellness

Goal-Based Enrollment   //   Advisor Managed Accounts   //   Retirement Income   //   IRA Rollovers   //   Participant Engagement  //  Plan Success Reporting   //   Education and Wellness

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Charlton D. Moore

Senior Vice President, Customer Success

Email

[email protected]

Phone

Office: 480-300-4900
Direct: 480-935-5740

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Biography

As Senior Vice President of Customer Success, Chip introduces the iJoin product suite and expands relationship with U.S. clients in the retirement recordkeeping and advisor markets.

Prior to joining LDIntelligence, Chip held senior leadership positions in sales and business development at Innovest Systems, a leading provider of bank trust and wealth accounting software, and with industry leader Sungard Relius (now FIS Relius), where he ultimately oversaw all sales and account-management activities for Relius business.