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Seasoned professionals with a track record of success

Choosing the right partner is essential for optimizing retirement outcomes and growing your business. Our experienced investment professionals are committed to understanding and meeting the unique needs of each client, whether individual investors or large institutions.

The Reliance Trust Leadership Team

Sherry Baker

President and CEO, Reliance Trust Company

Stephanie Smith

Senior Director, Product Line Manager

E: Stephanie.Smith@fisglobal.com

Sales Leadership Team

Rudi Bayer

CIT National Sales Manager

C: 414.551.6113 E: rudi.bayer@fisglobal.com Connect:

Chris Speer

Head of CIT Distribution, Advisory

C: 617.694.3681 E: christopher.speer@fisglobal.com Connect:

Jeffrey Keating

Wealth & Retirement Market Specialist

E: jeffrey.keating@fisglobal.com Connect:

Jason Graf

Head of CIT Distribution, National Accounts

C: 203.833.3707 E: jason.graf@fisglobal.com Connect:

Sean de Lacy

CIT Distribution Lead - East

C: 203.856.3744 E: sean.delacy@fisglobal.com Connect:

Mike Foy

CIT Wholesaler West Coast

C: 714-222-3583 E: Mike.Foy@fisglobal.com Connect:

Aaron Cincotta

Solution Consultant, Sales Engineering Group

C: 719.217.9804 E: aaron.cincotta@fisglobal.com Connect:

Liam Curtin

CIT, Hybrid Wholesaler

C: 516.896.1658 E: liam.curtin@fisglobal.com Connect:

Business Leadership Team

Terri Bacon

Senior Vice President, CIT Product Manager

E: terri.bacon@fisglobal.com

Jason Leonard

Senior Vice President, Trust Account Sr. Relationship Manager

E: jason.leonard@fisglobal.com

Joshua Marble

Vice President, Senior Portfolio Manager

E: joshua.marble@fisglobal.com

Jesse Brooks

Vice President, Senior Portfolio Manager

E: jesse.brooks@fisglobal.com

Jon Champion

Vice President, Product Manager

E: Jonathan.Champion@fisglobal.com

Cherie True

Vice President, Product Manager

E: cherie.true@fisglobal.com

Connect with us at these upcoming events

 
 
Event

SPARK Forum

Join us at the SPARK Forum, Nov. 2-4, 2025, in Palm Beach, Fla., for actionable insights, inspiration and networking.

Learn more Book a meeting
 
 
Event

DCIIA Academic Forum

Be part of the DCIIA Academic Forum, Oct. 15, 2025, in Golden Valley, Minn., for insights into retirement research and outcomes.

Learn more Book a meeting
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Cross borders with confidence

Worldpay offers unparalleled payments expertise and global infrastructure that empowers you to expand into new markets, diversity your digital offerings and rapidly scale across borders and segments – without the confusion and complexity.

What we offer as your expansion partner:

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Network of regional consultants who can offer in-country expertise to help you tailor your offerings for local audiences

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Solutions that simplify and optimize cross-border payments so your customers can pay in their preferred local currency

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Single point of integration to help you deliver a frictionless payments experience, increase acceptance and reduce fraud

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Fight fraud,
not valid transactions

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%

More than 69% of merchants report using machine learning tools to mitigate fraud

Effectively fighting card fraud means striking the right balance between mitigating the threat of fraud and providing a seamless customer experience.

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Turbocharge online
payment processing

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Worldpay streamlines the checkout experience and online payments processing, so your customers can easily and safely pay how they want, resulting in fewer abandoned carts and a lot more sales.

Learn how to eliminate multicurrency barriers so customers can pay how they want wherever they are.

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Deliver a frictionless payments experience – every time

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Customers are choosing between dozens of online content services at any given time – and it only takes one failed renewal payment for them to move on. Automating the renewal process with solutions that improve authorizations and keep customers’ card information up to date reduces churn and frees up your resources.

Consumers also expect to pay with their favorite methods, and preferences vary across age groups and geographies. We support 300+ alternative payment methods to help you attract new customers and maintain loyalty over time.

Take the express lane
with digital wallets

Worldpay makes it easy for your customers to pay with their digital or mobile wallet of choice, helping drive conversions, accelerate checkout and boost revenue.

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%
digital wallets’ share of e-commerce by 2024
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%
13–41% rise in acceptance rates with digital wallets
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%
abandon their carts out of frustration

Discover the data that
drives performance

Cross-provider reporting cuts through the clutter of large data sets. Read insights and reports to help improve business operations.

How the pandemic changed paymentsTransaction data illustrate how the COVID-19 pandemic impacted commerce and how businesses are adapting.

Make your data work for youSpend less time crunching numbers and more time optimizing performance with an automated solution.

Manage your transaction feesThe first step to reducing the cost of processing is understanding the different fees involved.

Secrets to small business survival.Get new insights, offerings and strategies for small businesses, based on proprietary research from FIS.

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Report

The Global Innovation Report 2023: Creating advantage in uncertainty

While the list of risks and uncertainties continue to grow, businesses – no matter the sector – must embrace innovation and new technologies to remain competitive and drive growth.

But how are businesses integrating innovation into their operations?

Download report fis-icon-arrow Continue to FIS