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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iJoin Deepens Leadership Adding Valerie Scagliola as VP Marketing

June 24, 2024

Scagliola brings experience at Franklin Templeton and Evernote to support the fintech’s burgeoning industry brand.

Benjamin Thomason HeadshotScottsdale, AZ, June 24, 2024 —

iJoin, a leading innovator in retirement plan technologies, announced today it has hired Valerie Scagliola as the company’s Vice President of Marketing. With a mandate to grow the brand’s presence among progressive advisory and recordkeeping organizations, Valerie’s vision is informed by more than 10 years of retirement and tech marketing experience with Franklin Templeton and Evernote.

iJoin’s data-driven, goal-based participant experience is integrated with leading managed account, in-plan income, and IRA rollover solution providers. The company partners with more than 50 retirement plan recordkeepers to give financial advisors unparalleled product choice with which to make informed recommendations based on plan and participant suitability.

“Valerie brings a unique perspective and energy to the marketing challenge of growing awareness with advisors and other partners. We’re excited to have her join our leadership team to drive go-to-market initiatives.”

— Steve McCoy, iJoin CEO

“The opportunity to join an innovative team like this is incredible. I’m ready to hit the ground running to help bring new ideas and solutions to the market.”

— Valerie Scagliola

iJoin helps savers easily understand their retirement income need and encourages simple actions to get on track. With unparalleled advisor personalized communication tools and plan success analytics, the platform makes it easier than ever for retirement plan advisors to deliver and demonstrate value.

Meet Valerie