Eric Jermyn To Head Cross Employee benefits
As president, he'll focus on growth
Cross Insurance, a subsidiary of Cross Financial Corp., and one of the largest independent insurance providers in New England, announces the promotion of Eric Jermyn to President of Cross Employee Benefits. He will be based in Portland, Maine. read more
Vibhu Sharma Appointed CFO – Mutual of Omaha
Brings a leadership style that builds strong team performance, customer focus
Mutual of Omaha has announced the appointment of Vibhu R. Sharma as Executive Vice President, Chief Financial Officer and Treasurer. read more
Gary Bhojwani Elected to Succeed Edward Bonach at CNO Financial
Also named to Board of Directors; Bonach to retire as CEO
CNO Financial Group, Inc. (NYSE: CNO) today announced its Chief Executive Officer Edward J. Bonach, 63, will retire from that position and from the Board of Directors effective December 31, 2017. read more
Tim Seifert Named Head of Annuity Sales at Lincoln Financial Group
30-Year Industry Veteran to focus on financial security and retirement solutions for advisors and clients
Lincoln Financial Group (NYSE: LNC) announced that Tim Seifert has been named head of Annuity Sales, effective immediately. He reports to John Kennedy, senior vice president and head of Retirement Solutions Distribution. read more
Phil Waldeck Named President and CEO of Prudential Retirement
To oversee growth and innovation of a 'customer-focused culture'
Prudential Financial, Inc. (NYSE: PRU), announced that Phil Waldeck has been named President and Chief Executive Officer of Prudential Retirement, a division of Prudential Financial, Inc., effective June 5. read more
Dr. Daniel Zamarripa Named Chief Medical Director, Life, at AIG
To advance 'cutting-edge' developments in medical underwriting
American International Group, Inc. (NYSE: AIG) announced today that Dr. Daniel Zamarripa has joined its Life team as Chief Medical Director in support of medical underwriting. read more
Courtney Reynolds Appointed to VP Communications and Corporate Affairs at NML
Brings more than two decades of corporate and agency experience spanning multiple industries
Northwestern Mutual today announced the appointment of Courtney Reynolds to vice president – communications and corporate affairs. read more
Katherine Collins Named Head of Sustainable Investing at Putnam
Firm to further expand its ESG Investment capabilities to serve institutional and retail marketplaces
Putnam Investments today announced that Katherine Collins has joined the firm as Head of Sustainable Investing. read more
Christopher Harvey Named Head of Equity Strategy Research at Wells Fargo
To focus on equity, quantitative and portfolio strategies
Wells Fargo Securities’ (WFS) Global Research, Economics & Strategy division announced today that Christopher Harvey has been appointed the new head of Equity Strategy, reporting to Todd M. Wickwire and Sam Pearlstein, co-heads of Equity Research. read more
Richard B. Gulman To Receive Excellence Award
Boston Estate Planning Council's highest honor to be presented at May 24 Annual Gala
The Boston Estate Planning Council (BEPC), a multi-disciplinary community of over 700 estate and wealth planning professionals, has selected Richard B. Gulman, co-founder and a partner in the CPA and business advisory firm DiCicco, Gulman & Company LLP (DGC), as the recipient of the 2017 BEPC Excellence Award. read more
Doug G. Grebe Promoted to VP at Great American
Will continue to lead the company’s internal sales teams
Great American Insurance Group is pleased to announce that Doug G. Grebe was promoted to Divisional Vice President within its Annuity Group.
Andy Schwartz Named to 2017 Financial Times 400 Top Financial Advisers
Principal with Bleakley Financial Group recognized in 5th annual 'Top 400' list
Andy Schwartz, CFP®, a principal of Bleakley Financial Group, has been named to the 2017 edition of the Financial Times 400 Top Financial Advisers. read more
Joseph Terry Named CCO at Signator
Compliance 'more than policies and procedures'
Signator Investors, Inc. has named Joseph Terry chief compliance officer, with responsibilities for overall compliance, it was announced today by Christopher Maryanopolis, head of Signator Investors, Inc. read more
Lisa Policare One of the Top 200 Female Financial Advisors in U.S.
Advisor with Penn Wealth Planning recognized by FORBES
Lisa (Bodine) Policare, MBA, an independent financial advisor at Penn Wealth Planning, LLC in New Hope, PA, was recently recognized as one of the Top 200 Women Advisors by Forbes, a prominent national business magazine.
Mary Bates Named SVP and COO, Individual Life at Symetra
Phil Bouvier promoted to divisional sales leadership role as VP, Sales and Marketing
Symetra Life Insurance Company today announced the promotions of two Individual Life executives as Mary E. Bates is named senior vice president, chief operations officer. read more
Jay Rosenblum Promoted to CHRO at Guardian
To lead recruitment, retention efforts
The Guardian Life Insurance Company of America® (Guardian), one of the nation’s largest mutual life insurers and a leading provider of employee benefits, promoted Jay Rosenblum to chief human resources officer.
George Nichols Promoted to Executive Vice President at NYL
To lead all legislative, regulatory & public policy issues
New York Life announced the promotion of George Nichols to Executive Vice President in charge of the Office of Governmental Affairs, which includes all state, federal and international legislative, regulatory and public policy issues at the company read more
Wayne Von Borstel Recognized As One Of The Nation’s Top Financial Advisors
Barron's annual list features America's best
Barron's magazine recognizes Wayne von Borstel, of von Borstel & Associates in Portland, OR, as one of America's Top 1,200 Advisors for 2017 and for the third consecutive year. read more
Michael Maghini Joins Voya as National Sales Manager
To provide clients with a holistic portfolio of retirement, investment and insurance products
Voya Financial announced today that its retail broker-dealer, Voya Financial Advisors, Inc. (VFA), has hired Michael Maghini as National Sales Manager – responsible for driving VFA’s multi-faceted approach to financial planning. read more
Scott Stevens Joins Voya as Third-Party Investment Partners Leader
To lead contract negotiations for TPA investment partners
Voya Financial announced today that its retail broker-dealer, Voya Financial Advisors, Inc., has hired Scott Stevens for the newly developed role of senior vice president for Third-Party Investment Partners.
Kate Tubesing Joins The Standard as Retirement Consultant
Brings twenty years experience in retirement plans
The Standard announced the hiring of Kate Tubesing as a retirement plan consultant for its East Sales Region. She is based in The Standard’s Cincinnati retirement plans sales and service office.
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