Carlo Cordasco is the Associate Vice President for the Nationwide Retirement Institute ® (NRI), and a member of the NRI leadership strategy team. Carlo also leads practice management and thought leadership across 3 teams dedicated to assisting and educating financial professionals, clients, plan sponsors and participants on retirement readiness and income planning strategies that lead to client solutions. Additionally, Carlo supports Nationwide’s strategic account management efforts and oversees the Institute’s financial professional Continuing Education and speakers’ series programs.
Prior to Nationwide® , Carlo spent more than 16 years with Capital Group’s American Funds as a relationship manager and institutional wholesaler, partnering with insurance companies — including Nationwide — to advance the sales of retirement income products.
In addition to his investment industry designations, Carlo is life and health insurance licensed; holds his FINRA Series 6, 63 and 26 licenses; and is a Registered Corporate Coach™ (RCC™). Carlo earned his Master of Science in Management (MSM) degree from The American College of Financial Services and is a Doctoral of Strategic Leadership candidate at Liberty University.
Carlo and his wife, Heather, have 3 adult children and enjoy living in the historic triangle of Williamsburg, Jamestown and Yorktown, Virginia.