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Iowa State University names new VP of operations and finance • Iowa Capital Dispatch

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Iowa State University names new VP of operations and finance • Iowa Capital Dispatch

Iowa State University has named Sean Reeder as senior vice president of operations and finance after completing a separation agreement with former vice president Shawn Norman.

Reeder will start in the new role Sept. 3, pending approval from the Iowa Board of Regents, according to a news release.

He comes to the university after serving as vice chancellor for finance and administration at the University of Missouri, Kansas City for more than two years. He has also held positions at Eastern Illinois University, the University of Illinois system and Michigan State University.

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“Dr. Reeder has the right blend of experience, knowledge and accomplishments to excel in this position,” President Wendy Wintersteen said in the release. “I and the senior leadership team look forward to working with him as we continue to build on Iowa State’s strengths and land grant mission.”

Iowa State University Senior Vice President of Operations and Finance Sean Reeder (Photo courtesy of Iowa State University)

ISU signed a separation agreement with Norman in December after less than a year of him holding the position, paying him $124,000 in a “separation payment” with Norman agreeing to cut ties with the university. Caitlynn Miller, the executive assistant to the senior vice president for operations and finance, also entered into a settlement agreement to receive the same amount of money after alleging “harassment and retaliation.”

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David Spalding, dean of the Ivy College of Business, is currently serving as interim senior vice president of operations and finance, according to the release.

The operations and finance division oversees university units including financial planning and analysis, facilities planning and management, capital planning, the university bookstore and Reiman Gardens, among others.

“Iowa State University is an amazing example of what the land-grant research university can be,” Reeder said in the release. “President Wintersteen has laid out a bold strategic plan, and I am ready to roll up my sleeves and get to work in delivering this plan. ISU’s mission, vision and values align with my own, and I’m honored to join the Cyclone family.”

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Finance

Retallick named next associate dean for personnel and finance, Iles to step in as interim AGEDS chair

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Retallick named next associate dean for personnel and finance, Iles to step in as interim AGEDS chair
Mike Retallick

AMES, Iowa – With a passion for leading others and thinking strategically about where the college and its departments and programs should go, Mike Retallick has been selected to serve as the next associate dean for personnel and finance for the College of Agriculture and Life Sciences (CALS) at Iowa State University, effective July 1.

Retallick currently serves as chair of the Department of Agricultural Education and Studies (AGEDS), a position he’s held since 2016. He will continue serving in this role, in addition to being the new associate dean, until August, when Jeff Iles, professor of horticulture and previous chair of the Department of Horticulture, will step in as interim chair of the AGEDS department.

“Dr. Retallick has done a tremendous job of leading the Department of Agricultural Education and Studies, is a great team player and totally embraces the community and land-grant spirit of the college. We are excited to have Mike in this role as associate dean for personnel and finance to support our faculty and staff, to enable our students and to achieve all of our missions and purposes,” said Daniel J. Robison, endowed dean’s chair in the College of Agriculture and Life Sciences. “We are grateful for Dr. Iles stepping up to lead the Department of Agricultural Education and Studies as interim chair this fall. Jeff did outstanding work as the long-serving chair of the Department of Horticulture, and he’ll bring that experience and skill to this interim role.”

Jeff Iles
Jeff Iles

A search for a new chair for the AGEDS department will begin soon. 

Retallick has been at Iowa State since 2001, starting as an academic advisor then assistant, associate and professor in the AGEDS department. He also previously served as the director and is now the interim director of the CALS Science with Practice program.

He has served the college and university in many capacities as well, through involvement in various boards and committees, including the Agricultural Endowment Board, CALS Online Learning Taskforce, Micro-credential Taskforce, Provost’s Chairs Cabinet and Faculty Work/Life Advisory Committee.

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“This role is instrumental to the success and advancement of the college,” Retallick said. “I’m humbled by the opportunity to join the dean’s leadership team and look forward to working across the college’s departments and units to advance the great work we do in teaching, research and Extension and Outreach, all of which are enabled through personnel and finance.”

Retallick has a bachelor’s degree in agricultural education from the University of Wisconsin – Platteville and a master of agribusiness degree from Kansas State University. He earned his doctoral degree in agricultural education from Iowa State.

The position of associate dean for personnel and finance is fairly new in CALS. Ruth MacDonald currently serves in this role and will do so until June 30. After that, she will continue as the interim chair of the Department of Food Science and Human Nutrition.

“We are so appreciative of the great work and impacts our college’s first Associate Dean for Personnel and Finance Ruth MacDonald has done these past four years with staff in the CALS budget and finance office and leadership all across the college,” Robison said.

Contacts

Mike Retallick, Agricultural Education and Studies, 515-294-4810, msr@iastate.edu

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Whitney Baxter, Agriculture and Life Sciences Communications, 515-294-2314, wjsager@iastate.edu

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Financial Advisor James Thatcher of Bright Lake Wealth Management Shares Insights as Retirement Income Planning Expert in HelloNation

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Financial Advisor James Thatcher of Bright Lake Wealth Management Shares Insights as Retirement Income Planning Expert in HelloNation

ROSEVILLE, Calif., June 26, 2025 (GLOBE NEWSWIRE) — How do I create a retirement income plan in Roseville? This is a common question for individuals approaching retirement, and James Thatcher of Bright Lake Wealth Management offers practical guidance in HelloNation. His expert contribution underscores the importance of analyzing income sources such as Social Security, pension plans, and tax-deferred savings to build a resilient financial framework for retirement. The article emphasizes that consistent cash flow hinges on early budgeting and integrating all revenue streams.

Thatcher details how forecasting monthly expenses, from essentials like housing and healthcare to discretionary spending, enables retirees to calculate income needs with greater accuracy. His insights clarify how the timing of Social Security benefit claims can significantly affect payout totals, and he highlights the importance of coordinating benefit elections with spousal considerations. Thatcher also advises reviewing pension plans carefully and planning for required minimum distributions from retirement accounts, noting that tax efficiency plays a critical role in long-term wealth preservation.

Thatcher further explores the use of supplemental income tools, such as annuities, while cautioning readers to examine associated costs and alignment with personal goals. His guidance on asset allocation during retirement supports maintaining both stability and growth, advocating for routine portfolio reviews to match evolving financial needs.

The article, Understanding Retirement Income Planning, presents Thatcher’s comprehensive approach to retirement, encouraging Roseville residents to adopt a structured and informed strategy for sustained financial health.

About HelloNation
HelloNation is a premier media platform that connects readers with trusted professionals and businesses across various industries. Through its innovative “edvertising” approach that blends educational content and storytelling, HelloNation delivers expert-driven articles that inform, inspire, and empower. Covering topics from home improvement and health to business strategy and lifestyle, HelloNation highlights leaders making a meaningful impact in their communities.

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Patrick McCabe
info@hellonation.com
www.hellonation.com

Financial Advisor James Thatcher of Bright Lake Wealth Management Shares Insights as Retirement Income Planning Expert in HelloNation

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/a533c14d-57bf-40b3-9b8f-5a34c69b66c3

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Envestnet to Sell Open Finance Subsidiary Yodlee to STG | PYMNTS.com

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Envestnet to Sell Open Finance Subsidiary Yodlee to STG | PYMNTS.com

Wealth technology provider Envestnet plans to sell its open finance and data analytics subsidiary, Yodlee, to private equity firm STG.

The transaction is expected to close in the third quarter, subject to customary closing conditions, the companies said in a Wednesday (June 25) press release.

STG is focused on investing in innovative software, data and analytics firms, and Yodlee will join STG’s global technology portfolio that includes RSATrellix and SurveyMonkey, according to the release.

Marc Bala, managing director at STG, said in the release that the new partnership will accelerate Yodlee’s investment in “product innovation, customer success and long-term growth.”

With the help of STG’s transformation experience, Yodlee will focus on innovation in technologies and enhanced solutions for the financial sector, per the release.

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“Yodlee sits at the intersection of trusted data access and intelligent analytics,” Bala said. “It has built deep integrations across the financial ecosystem and earned the confidence of the world’s leading banks, asset managers and wealth platforms.”

For Envestnet, the transaction will allow it to focus on its core offerings, including its wealth management platform, Envestnet CEO Chris Todd said in the release.

“Through our continued partnership with Yodlee, advisors will retain access to Yodlee data aggregation technology that helps power their business,” Todd said.

Envestnet became a private company in November when it closed its acquisition by affiliates of vehicles managed or advised by Bain Capital in a deal worth about $4.5 billion.

The company said at the time that the move paved the way for “accelerated growth” and that it had $6.5 trillion in platform assets, more than 20 million accounts and served more than 111,000 financial advisors.

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Todd said in May that Envestnet was enhancing its wealth management solutions by continuing to invest in tax intelligence, trading flexibility, client engagement and advisor productivity.

“We have the infrastructure to continue to lean in and develop the products and solutions advisors need to be quicker and more agile as their business models change,” Todd said.

Envestnet acquired Yodlee in 2015 in a cash and stock transaction that represented a fully diluted equity value of about $660 million.

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