Financial Professonals Sales & Support
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Recordkeeping Solutions:
Kim Youngerman
WEST U.S.
(602) 799-7556
Kim Youngerman
Vice President of Business Development
Kim is a seasoned financial services professional focusing on retirement plans in the not-for-profit, governmental, and tax-exempt markets. Over the course of her career, she has worked in business development for MetLife, The Hartford, MassMutual and MissionSquare. Kim also has extensive experience with church plans and Native American Tribal plans. Most recently, Kim spearheaded the advisor/consultant channel for the fintech company, ForUsAll.
Kim possesses a drive to ensure quality services and products are brought to the largely underserved tax-exempt employers, their employees, and the advisors who serve them.
She possesses a B.A. from Washington University in St. Louis and holds her FINRA Series 6, 63 and 7 licenses.
kim.youngerman@ipxretirement.com
Troy Dryer
MidWest U.S.
(214) 738-8414
Troy Dryer CRPC, AIF
Vice President of Business Development
Troy Dryer brings more than 30 years of industry service to our group. He specializes in retirement plans for plan sponsors in healthcare, higher education, church and government. He is well versed in all types of retirement solutions, including 401(k), 403(b), 457 and non-qualified plans, and has helped establish executive comp and cash balance plans that allow key executives/highly compensated employees to save more for retirement.
Prior to joining IPX Retirement, Troy held various leadership and sales roles. As managing vice president of business development and client retention at VALIC, Troy implemented a new CRM system and increased his sales team’s productivity and implemented strategies to improve client retention. His career also includes positions with VOYA Financial, Fidelity and National Benefits Services with a focus on client experience outcomes.
As a subject matter expert, Troy has spoken at regional and national industry conferences including NACUBO, ASHHRA and NAGDCA on retirement trends and compliance topics. As a thought leader on emerging industry trends, Troy has created education material, presentations and white papers on plan design and participant applications.
Troy attended the University of Utah where he received his Bachelor of Science in finance. In addition, he holds the FINRA Series 7, 24, 63 and 65 registrations.
troy.dryer@ipxretirement.com
John Edwards
NorthEast U.S.
(401) 862-3753
John Edwards
Vice President of Business Development
John Edwards joined IPX Retirement in 2021. Drawing on over 13 years of experience in investment management and retirement plan recordkeeping, John specializes in helping retirement plan advisors and third-party administrators develop and streamline their retirement plan practices. John’s past experience includes leading the retirement division for a Registered Investment Advisor firm, covering sales and distribution for a large, independent recordkeeper, and consulting for an innovative advisor services firm that is revolutionizing the way advisors engage with plan participants. As an Accredited Investment Fiduciary, John brings a unique perspective to the 403(b), 457, IRA, and DB market.
Outside of work, John enjoys spending time with his wife and two daughters, as well as golfing and sailing. John is active in his community, serving on several local boards over the years.
john.edwards@ipxretirement.com
Kim Youngerman
Vice President Business Development
Kim Youngerman
Vice President of Business Development
Kim is a seasoned financial services professional focusing on retirement plans in the not-for-profit, governmental, and tax-exempt markets. Over the course of her career, she has worked in business development for MetLife, The Hartford, MassMutual and MissionSquare. Kim also has extensive experience with church plans and Native American Tribal plans. Most recently, Kim spearheaded the advisor/consultant channel for the fintech company, ForUsAll.
Kim possesses a drive to ensure quality services and products are brought to the largely underserved tax-exempt employers, their employees, and the advisors who serve them.
She possesses a B.A. from Washington University in St. Louis and holds her FINRA Series 6, 63 and 7 licenses.
kim.youngerman@ipxretirement.com
Learn About Kim
Troy Dryer
Troy Dryer CRPC, AIF
Vice President of Business Development
Troy Dryer brings more than 30 years of industry service to our group. He specializes in retirement plans for plan sponsors in healthcare, higher education, church and government. He is well versed in all types of retirement solutions, including 401(k), 403(b), 457 and non-qualified plans, and has helped establish executive comp and cash balance plans that allow key executives/highly compensated employees to save more for retirement.
Prior to joining IPX Retirement, Troy held various leadership and sales roles. As managing vice president of business development and client retention at VALIC, Troy implemented a new CRM system and increased his sales team’s productivity and implemented strategies to improve client retention. His career also includes positions with VOYA Financial, Fidelity and National Benefits Services with a focus on client experience outcomes.
As a subject matter expert, Troy has spoken at regional and national industry conferences including NACUBO, ASHHRA and NAGDCA on retirement trends and compliance topics. As a thought leader on emerging industry trends, Troy has created education material, presentations and white papers on plan design and participant applications.
Troy attended the University of Utah where he received his Bachelor of Science in finance. In addition, he holds the FINRA Series 7, 24, 63 and 65 registrations.
troy.dryer@ipxretirement.com
Learn About Troy
John Edwards
Vice President Business Development
John Edwards
Vice President of Business Development
John Edwards joined IPX Retirement in 2021. Drawing on over 13 years of experience in investment management and retirement plan recordkeeping, John specializes in helping retirement plan advisors and third-party administrators develop and streamline their retirement plan practices. John’s past experience includes leading the retirement division for a Registered Investment Advisor firm, covering sales and distribution for a large, independent recordkeeper, and consulting for an innovative advisor services firm that is revolutionizing the way advisors engage with plan participants. As an Accredited Investment Fiduciary, John brings a unique perspective to the 403(b), 457, IRA, and DB market.
Outside of work, John enjoys spending time with his wife and two daughters, as well as golfing and sailing. John is active in his community, serving on several local boards over the years.
john.edwards@ipxretirement.com
Learn About John
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Darlene Dailey
Vice President of Business Development
Darlene Dailey joined IPX Retirement in 2018 after working in the financial services industry for more than 24 years. She began her career at CitiStreet in the 403(b) and 457(b) retirement plan markets, where she developed and executed national sales plans, managed strategic relationships and consulted on retirement plan design, all of which contributed to CitiStreet’s reputation as a leader in the industry. She also worked with other industry leaders, including MetLife, AIG VALIC and AXA, before joining IPX Retirement.
Darlene’s work at IPX Retirement includes working with plan sponsors, broker dealers, RIAs, product providers, consultants and third party administrators to bring the best retirement plan solutions with leading edge technology to retirement plan sponsors and participants via the IPX recordkeeping platform.
Darlene is married and has one daughter. She enjoys spending time with family, as well as traveling, discovering new restaurants and fishing.
darlene.dailey@ipxretirement.com
IRA Solutions:
Mark Koeppen
Mark Koeppen
Senior Vice President of Strategic Rollovers
For nearly three decades, Mark Koeppen has focused on providing innovative and efficient solutions for the management, consulting and compliance of retirement plans. He shares his knowledge by making frequent contributions to industry articles and speaking at conferences throughout the year.
In the years spent working at Great-West Life and at MetLife, Mark became proficient in designing, managing and troubleshooting retirement plans, with a focus on efficiency. In 2014, he began addressing retirement plan leakage by developing an industry leading best practices model for Plan Sponsors.
IPX Retirement thinks differently about the participant outcome and a Plan Sponsor’s fiduciary compliance. Since joining IPX Retirement in 2017, Mark has manufactured an all-inclusive solution the supports the compliance requirements of a Plan Sponsor and administrative co-fiduciaries while increasing the savings of missing/unresponsive participants in our Safe Harbor IRA. Consultants, Advisors and Plan Sponsors are turning to us everyday to help them mitigate the risks as a result of involuntary distributions and stale dated checks.
mark.koeppen@ipxretirement.com
Shohil Patel
Shohil Patel
Senior Vice President, IRA Solutions
Shohil is a member of the IRA Solutions team working with Plan Sponsors, TPAs, 3(16) fiduciaries, Recordkeepers and Financial Advisors by helping them mitigate fiduciary risk associated with missing participants and uncashed checks associated with their retirement plans.
Prior to joining IPX Retirement, Shohil was an RIA external investment consultant and a director with Allianz Global Investors, which he rejoined in 2018 after previously working with the firm from 2007 to 2016. He was a member of the RIA Sales team, Northeastern Division, responsible for coverage throughout the northeast. In his previous role, Mr. Patel was an external investment consultant and a senior investment specialist with PIMCO/Allianz Global Investors. He has 18 years of investment-industry experience. Shohil also worked as a regional wholesaler at Amundi Pioneer Asset Management.
He has a B.E. in computer engineering and an M.S. in telecommunications management from Stevens Institute of Technology. He also holds the Certified Investment Management Analyst (CIMA®) and the Chartered Alternative Investment Analyst (CAIA®) designations.
Shohil lives in Skillman, NJ with his wife, Mukti, and 2 sons.
He enjoys spending time with family and friends, traveling, and watching his favorite team, Liverpool, play soccer.
shohil.patel@ipxretirement.com
LEE TENNEY
Heads of Sales & Distribution
Lee Tenney
Head of Sales and Distribution
Lee Tenney is Head of Sales and Distribution at IPX Retirement. In this role, he leads the sales and distribution efforts for the organization, focusing on building successful relationships with clients and partners.
With more than 20 years’ experience in the financial services industry, Lee has a history of success in business development, product innovation and organizational leadership. He has a strong technical understanding and remains abreast of industry trends and legislation within the Defined Contribution and Defined Benefit arenas.
Prior to joining IPX Retirement, Lee worked for Allianz Global Investors, CUNA Mutual Group, 3D Asset Management and WisdomTree Investments.
He earned a Bachelor of Business Administration degree in finance and economics from The University of Rhode Island and holds FINRA Series 7 and 63 licenses.
Lee lives in West Hartford, Connecticut, with his wife, Rachel, two sons, Liam and Ryan, and a labradoodle named Coco. When not working, he enjoys spending time boating with his family, playing golf and fishing.
lee.tenney@ipxretirement.com
