Iselin, NJ, April 3, 2025 – Daybright Financial is pleased to announce the appointment of Freda Lee as senior vice president, enterprise client leader. Lee, a financial industry veteran, will focus on ensuring Daybright sustains and continues to grow its above-industry-average client revenue retention rate. Based in Houston, Lee will partner with client-facing teams on strategy and retention efforts, primarily across the company’s public and private sector retirement and employer benefits portfolios. She will report to Patrick Simonds, executive vice president and chief revenue officer. 

“We are delighted to welcome Freda to Daybright,” Simonds said. “She has deep industry experience and a track record of turning client relationships into lasting partnerships that build brand advocacy and growth.” 

Megan Schneider, CEO of Daybright, said, “Throughout her career, Freda has demonstrated a strong understanding of employer-sponsored retirement plans, financial services trends and the evolving regulatory landscape. She is the perfect choice to champion Daybright’s mission to better serve clients by simplifying workplace benefits, retirement plans and their associated compliance needs.” 

Before joining Daybright, Lee served as senior vice president and head of relationship management for Corebridge Financial, where she developed a strong reputation for thought leadership in customer experience management and for mentoring and developing top talent to drive retention and growth. She spent 20 years with AIG and its spinoff, Corebridge Financial. In total, she has more than three decades of experience in client relationship roles within the financial industry. 

About Daybright Financial:  

Simply put, we are one of the nation’s largest independent, privately held firms specializing in employee benefits, retirement plans, and all their associated compliance needs. Since 2008, we have grown by acquiring over 60 local and national firms that have been trusted members of their communities for decades. We hold the coveted “Best Places to Work – USA,” certification and serve more than18,000 employer groups and 3.6 million plan participants nationally. For more information about Daybright Financial, visit daybright.com. Benefits brokers, consultants and PEOs, please visit Daybright Broker Solutions at daybrightsolutions.com. 

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