A 30 year track record of performance Security Mutual Life’s Board of Directors announced that Paul B. (Pete) Pheffer, MBA, CPA, has been named the company’s Executive Vice President & Chief Financial Officer. Mr. Pheffer succeeds Kevin J. McKeown, CPA,FLMI, CLU, ChFC, who retires in April 2014 after a distinguished career of more than 30 ...
To meet the rising demand for the firm’s wealth management expertise in New York, Los Angeles, and nationally, Convergent is pleased to announce Charles (Charlie) Winn, formerly of Goldman Sachs, has joined the team.
Guardian Vice President's election recognizes his contributions to the organization
The Guardian Life Insurance Company of America (Guardian), one of the nation’s largest mutual life insurers and a leading provider of employee benefits, today announced that Chris Swanker, Vice President of Worksite & Specialty Markets, has been elected 2014 Board Chairman for the National Association of Dental Plans (NADP). Swanker’s election recognizes his ongoing work on behalf of the organization over the last six years and is a reflection of Guardian’s influence as a leader in the dental insurance industry.
Will Head Corporate Responsibility and Charitable Giving for Nation’s Largest Mutual Life Insurer
New York Life announced today that Heather Nesle has joined the company as president of the New York Life Foundation. Ms. Nesle also has been elected a vice president of New York Life. She reports to Frank M. Boccio, executive vice president and chief administrative officer.
First recipient honored for 'game-changing' contributions for school's athletic programs
On Saturday, November 23rd, Robert Sheridan, retired Savings Bank Life Insurance (SBLI) President and Chief Executive Officer, and noted philanthropist, was honored as the first recipient of the UMass Lowell Athletic Legacy Award for his game-changing contributions to a better future for the University’s athletic programs.
Led groundbreaking study of American women’s views and beliefs about money
One of Minnesota’s Top Women in Finance this year is Katie Libbe, Vice President of Consumer Insights for Allianz Life Insurance Company of North America (Allianz Life®). The 13th annual awards from Minnesota business publication Finance & Commerce honor women across the state who have distinguished themselves through outstanding contributions to “their professions, their communities and society at large.”
Prudential Financial, Inc. (NYSE:PRU) announced today that Douglas A. Scovanner has been elected to the company’s Board of Directors as an independent director, effective November 11, 2013. Scovanner will be a member of the board’s Audit committee.
To oversee, advance the mission for women in the advisory career
Angelia Shay, an agent with New York Life’s Richmond General Office, has been named president of Women in Insurance & Financial Services (WIFS). WIFS is the preeminent professional organization for women in the financial services industry. The organization is dedicated to attracting women to the financial services sector, helping them develop their talents and advancing them toward their fullest potential. As president of WIFS, Mrs. Shay oversees the mission of this organization of 1,000 members and 24 local chapters.
To build and execute sales strategy for life insurance
Prudential Individual Life Insurance, a business of Prudential Financial, Inc. (NYSE:PRU), has named Ann Nanda Vice President of Institutional Sales. In this role, she is responsible for building on and executing a strategy to deliver sustainable growth and profitability outcomes for sales of life insurance through the institutional channel.
Brian T. Schreiber, Geoffrey N. Cornell Promoted to AIG Deputy Chief Investment Officers
American International Group, Inc. (NYSE:AIG) today announced that it has named Monika M. Machon AIG Treasurer, effective immediately, reporting to David L. Herzog, AIG Chief Financial Officer. Ms. Machon succeeds AIG Executive Vice President Brian T. Schreiber, who has been named AIG Deputy Chief Investment Officer (CIO). In addition, Geoffrey N. Cornell has been named AIG Deputy Chief Investment Officer. Both Brian and Geoff report directly to William N. Dooley, Executive Vice President, Investments.
To manage bank relationships in California and Hawaii
Paul A. Smith has joined W&S Financial Group Distributors, Inc., the wholesale distributor of annuities and life insurance products from member companies of Western & Southern Financial Group (Western & Southern), as senior regional vice president for financial institutions in California and Hawaii.
Director of the Penn Mutual center for veterans affairs; 22 Scholarships Awarded So Far in 2013
The American College of Financial Services, the nation’s leading educator of financial services professionals, announced today that Captain Ted Digges SC, USN (Ret) has been hired as the Director of The American College Penn Mutual Center for Veteran’s Affairs. The Center has already awarded 22 scholarships to recent veterans for financial services educational programs so far in 2013.
Allianz Life Insurance Company of North America (Allianz Life®) named Chuck DiVencenzo as the new director of Advanced Markets in the Marketing division. In this role, DiVencenzo will develop and deliver Advanced Markets presentations to financial professionals across the United States.
Allianz Life Insurance Company of North America (Allianz Life®) named Kari King as the new director of Integrated Marketing Planning in the Marketing division. In this role, King is responsible for collaborating with partners throughout Marketing to coordinate the prioritization of the overall marketing strategy.
Extensive knowledge of recruitment, production and sales
Extensive knowledge of recruitment, production and sales Horsham, Pa. – November 5, 2013 – The Penn Mutual Life Insurance Company, a more than 166-year-old company, is pleased to announce that David Jacowitz has been named managing director of Centra Financial Group, Penn Mutual’s career agency office located in Rochester, N.Y. As managing director, Jacowitz will ...
Strategic Role to Combine Active and Index Equity Investment Teams
Strategic Role to Combine Active and Index Equity Investment Teams November 1, 2013 – CHICAGO– Matthew Peron has been named Managing Director, Global Equity at Northern Trust Asset Management, a new role that brings together active and index equity teams in order to harness the strengths of both disciplines in the development of investment solutions ...
For the company’s Strategic Solutions Group October 31, 2013 -NEWARK, N.J.–(BUSINESS WIRE)–Sylvia Pozezanac has been named managing director and global head of consultant relations for the Strategic Solutions Group at Prudential Financial, Inc. (NYSE:PRU), the company announced today. She is responsible for building senior level relationships with global investment, ...
A great attitude, dedication and leadership Horsham, Pa. – October 24, 2013 – The Penn Mutual Life Insurance Company, a more than 166-year-old company, is pleased to announce that Dominic Russo, of Chalfont, Pa., was recently presented with the second annual Penn Mutual Award. He is currently the Manager of Annuity New Business & Document ...
A 25 year tenure working with financial advisors ING U.S. announced today that it has hired Thomas Halloran as president of its registered broker-dealer, ING Financial Partners (IFP). The IFP broker-dealer, part of ING U.S.’s family of companies, offers retail financial products, services and support to clients through a network of over 2,400 affiliated representatives ...