Utica, NY (April 30, 2018) — BPAS, a leading national provider of retirement plan and fund administration, transfer agency, collective investment fund, and other institutional trust services, is pleased to announce the addition of Nathan Charleson as an External Wholesaler located in the west coast region.
“We are thrilled to have Nate join BPAS as we expand our presence on the west coast,” said Paul Neveu, President of DC Services at BPAS (BPAS Plan Administration & Recordkeeping Services). “While BPAS has clients in all 50 states and the Commonwealth of Puerto Rico, we see the west coast as a future growth area. Nate is already well established in the California Advisor community. His knowledge and reputation, coupled with the unique value proposition and capabilities of BPAS, make for a winning combination.”