Simplicity’s senior and principal leadership.
This Is Simplicity
Simplicity is a leading financial products distribution firm that specializes in providing best-in-class insurance, investment, and business development solutions. Simplicity supports its partners in fulfilling their commitments to their clients and achieving their business objectives through:
By way of organic growth and acquisition of top financial distribution and technology companies, Simplicity has become one of the largest organizations of its kind. Simplicity seeks to attract the industry’s best in leadership, talent, advisors, and future partners, so that it may continue to influence the way businesses succeed in the independent financial services sector.
Senior Leadership
BRUCE DONALDSON
President and Chief Executive Officer
Mr. Donaldson serves as Simplicity’s President and Chief Executive Officer…
MITCH LEIDNER
Chief Financial Officer
Mr. Leidner serves as Simplicity’s Chief Financial Officer. Mr. Leidner is…
CHRISTINA PARKER
General Counsel
Ms. Parker serves as Simplicity’s General Counsel. Ms. Parker is…
ERIN McCANN
EVP of Corp Dev and President of Simplicity Wealth
Mr. McCann serves as Simplicity’s Executive Vice President of Corporate…
TOM YERGER
EVP of M&A and Integration
Mr. Yerger serves as the Executive Vice President of Mergers and Acquisitions…
JACOB STERN
EVP of Strategy and President of Simplicity Life
Mr. Stern serves as Simplicity’s Executive Vice President of Strategy and President…
BRIAN SCHNEIER
EVP of Life Marketing
Mr. Schneier serves as Simplicity’s Executive Vice President of Life Marketing in…
DAVID McDANIEL
EVP, Marketing Services
Mr. McDaniel serves as Simplicity’s Vice President of Marketing. Mr. McDaniel is…
JASON JENKINS
EVP of Sales
Mr. Jenkins serves as Simplicity’s EVP of Sales. Mr. Jenkins is…
HEATHER PECK
EVP of Human Resources
Ms. Peck serves as Executive Vice President of Human Resources…
MICHAEL ZAMPARDI
Chief Operating Officer
Mr. Zampardi serves as Simplicity’s Chief Operating Officer…
EMILY CRAMER
Vice President, Business Development
Ms. Cramer serves as Vice President of Business Development. Prior to joining Simplicity…
ALEX TIMEUS
Director of Communications
Ms. Timeus serves as Director of Communications. Ms. Timeus is responsible for…
JARED MARGOLIES
Director of Compliance
Mr. Margolies serves as Director of Compliance. Mr. Margolies is responsible for developing and enhancing…
