Rollover Systems Management Team

Spencer Williams
President & CEO

As President and CEO, J. Spencer Williams brings his 20+ years of experience in starting, building and leading businesses in the financial services industry to RolloverSystems, Inc. 

Prior to joining RolloverSystems, Mr. Williams served in numerous roles with MassMutual from 1997 to 2007, most recently in a leadership role in starting and building the company’s retirement income and rollover IRA lines of business.  Before starting those businesses, Mr. Williams headed MassMutual’s Life Sales & Marketing efforts to distribute life insurance through the Career Agency System, as well as third party distributors including banks, broker-dealers and independent agencies.

Mr. Williams was formerly the founder and CEO of Persumma Financial, LLC, a MassMutual Financial Group company. Persumma Financial was formed in late 1999 to provide a new generation of retirement services to corporate defined contribution plans. Spencer was also Senior Vice President, Chief Financial Officer and a member of the MassMutual Retirement Services Group executive management team from 1997 to 1999. During his tenure, he managed the financial aspects of the Retirement Services, Annuities, and Trust lines of business. In addition, he served as Chief financial Officer for the MassMutual Institutional and MML Series mutual fund families. Mr. Williams was the 1999 recipient of MassMutual's President's Leadership award.

Prior to joining MassMutual, Mr. Williams was Senior Vice President of Retirement Plan Services for Federated Investors, where he led the business and service operation of the company's corporate and institutional retirement plan products. Mr. Williams/He spent over a decade in a variety of positions in the financial services industry, including stock and option trading on the floor of several major U.S. exchanges, heading the development and operation of an international family of mutual funds based in the U.S., and an international stock arbitrage operation.

Mr. Williams also served on active duty in the U.S. Navy for five years, and participated in the liberation of Grenada and the United Nations' peacekeeping operations in Beirut, Lebanon. 

Mr. Williams earned his B.A. degree in English from the United States Naval Academy and an MBA from the University of Pittsburgh. He is registered with the NASD as a General Securities Principal and General Securities Representative. Spencer, his spouse, Loretta, and their family recently relocated to the Carolinas, near RolloverSystems’ headquarters in Charlotte, NC.

Dan Wright
Chief Operating Officer

Dan Wright is the Chief Operating Officer for RolloverSystems charged with running daily operations.  Mr. Wright has over 20 years experience in the broker dealer, mutual fund, investment management and retirement services industries.  Prior to joining RolloverSystems, Mr. Wright was a Partner with Hobbs | Madison, Inc. where he specialized in business and technology strategy, design, and operations management.

 Mr. Wright previously served as Senior Vice President at Pioneer Investments, where he was responsible for Technology, Investment Operations and Shareholder Services.  His scope included Investment Support, Portfolio Accounting, Operations Performance, Client Service, Dealer Service, NSCC, Retirement Group Plans, Compliance, Vendor Relationship Management, Shareholder Correspondence, Legal Research, Financial Administration & Analysis, Print/Mail Administration, Year End Tax Reporting, Training, and Quality Control.   Mr. Wright also served as Chief Information Officer for Persumma Financial, Senior Vice President of Operations and Technology for Babson Capital, and as Chief Information Officer for Liberty Financial Companies.

Mr. Wright has a B.S. degree in computer science from Southern New Hampshire University and a BGS degree in business management from the University of New Hampshire.

Zerrick Bynum
Chief Financial Officer

Zerrick Bynum is the Chief Financial Officer for RolloverSystems, Inc. Mr. Bynum provides extraordinary expertise and leadership for managing the company's financial and growth strategies.

Mr. Bynum has over 10 years of experience in finance and entrepreneurial management. Prior to joining RolloverSystems, Mr. Bynum was the founding principal of Charlotte Franchise Partners, LLC, a private investment firm where he led the finance, legal and business development / acquisition efforts. In addition, Bynum worked as an investment banker at Donaldson Lufkin & Jenrette and Bowles Hollowell Conner & Company (now part of Wachovia Securities), where he conducted numerous mergers and acquisitions, debt financings, equity offerings and restructurings.

Mr. Bynum has a B.S. in Electrical Engineering from Stanford University and an MBA from Harvard Business School.

Jim Langenwalter
Chief Marketing Officer

Jim Langenwalter is the Chief Marketing Officer for RolloverSystems, Inc. Mr. Langenwalter has a 26 year track record of developing and marketing technology based business models in the investment services and banking industries. His passion is to develop repeatable sales models that integrate tactical and strategic marketing to enable more efficient revenue production.

Mr. Langenwalter founded MMA and successfully managed the company through all phases of its development financing and exit. MMA had two fully owned subsidiaries.  SaveSimply Inc. provided an internet based IRA and investment products platform to profitably deliver fully advised investment services to small balance investors. SaveSimply Advisors Inc. was a Nationally Registered Investment Advisory company created to capture additional revenue by managing the investment advice delivered through the online delivery platform.

Prior to founding Mid-Market America Inc., Mr. Langenwalter held Vice President level positions in large financial services and technology services companies such companies as Mellon Bank, Federated Investors, Carnegie Group (now Logica), SMS Consulting (a.k.a. ISI) and the Mellon Bank Datacenter (now Fiserv). His experience centers around helping financial services companies leverage technology to improve service quality, increase sales or reduce cost from existing sales, marketing and service strategies.

Mr. Langenwalter has an Executive MBA from the Katz Business School (University of Pittsburgh) and a B.S. degree from West Virginia University with a Major in Marketing Management and a Minor in Systems Design.  He is the former Chairman of the Board for the Eden Christian Academy, a 572 student board-run private school and led the development of a high school including a new campus. He is also an Elder at Northway Christian Community Church, a 4,000-member congregation and is an active mentor to young professionals.