Relationship managers work with employers and financial advisors to support retirement and financial wellness initiatives at the workplace
SPRINGFIELD, Mass., Jan. 9, 2020 – Massachusetts Mutual Life Insurance Company (MassMutual), as part of its ongoing efforts to promote financial wellness through the workplace, has appointed several new relationship managers to support retirement plans.
Relationship managers work with employers and financial advisors to make retirement plans as effective as possible in helping participants prepare for retirement. In addition, relationship managers promote financial wellness initiatives at the workplace to help participants enhance both their short- and long-term financial security.
“Relationship managers are a critical resource for plan sponsors and their advisors to manage retirement plans, monitoring their ongoing effectiveness and recommending strategies for improvement,” said Una Morabito, Head of Client Management. “We’re looking first and foremost for customer service professionals who excel at building trusting relationships. We want people who have the passion and conviction to advance the conversation to enhancing employees’ financial wellness.”
Promoting Workplace Wellness
The 2019 MassMutual Workplace Financial Wellness Study1 finds that 79% of employers say their workers are struggling financially. Half of employers (51%) estimate that at least 25% or more of their workers struggle financially and 15% of employers say at least half of their workers are plagued by financial woes, the survey finds.
MassMutual has several new appointments to its nationwide network of 61 middle and Institutional market relationship managers:
Lisa Burks-Wilson supports retirement plans in Michigan. She has 30 years’ experience in financial services and previously served as a relationship manager for retirement plans at ICMA-RC and TIAA. Burks-Wilson has a Bachelor’s degree from Howard University, FINRA Series 6, 24, 26, 51, 65 licenses as well as state insurance licenses in Michigan, Ohio, Indiana, Minnesota, Pennsylvania, New Jersey and Delaware.
Kevin Catineau is a relationship manager for Massachusetts. With more than 25 years’ experience in financial services, Catineau was most recently a financial advisor for Citizens Investment Services. Earlier, he worked at MassMutual as a market director for Third Party Administrators. He has a Bachelor’s degree from St. Michael’s College as well as FINRA Series 6, 7, 26, 63 and 65 licenses and a Charter Retirement Plan Specialist (CRPS) designation.
Mark Goerg supports retirement plans in New Jersey. Goerg most recently was a financial services representative for MassMutual after more than 20 years’ experience as a relationship manager for Capital Market Solutions and BNY Mellon Capital Markets. He has a MBA from Fordham University and a Bachelor’s degree from Stonehill College. In addition, Goerg has FINRA Series 7, 55, 63 and 79 licenses.
John Harris is a relationship manager in Georgia. Harris was previously a retirement consultant for 403(b) plans at Lincoln Financial Group. In addition, he also worked as a financial advisor at VALIC and Northwestern Mutual. He earned a Bachelor’s degree at Kennesaw State University and has FINRA Series 6, 63 and variable securities licenses as well as life, health and sickness insurance licenses.
Kathy Jackson is a relationship manager in Tennessee after serving MassMutual retirement plan clients as an educational specialist and previously as a senior relationship manager for Fidelity Investments. She has more than 30 years’ experience in financial services, including the retirement and employee benefits markets. She earned a Bachelor’s degree at the University of Notre Dame and has a FINRA Series 6 license and a CEBS designation.
Prabhjeet Kaur supports retirement plans in Maryland. Kaur has more than 20 years’ experience in the retirement plans and employee benefits industries. Most recently, she was vice president of relationship management for government plans for IMCA-RC and was a senior account executive for institutional markets at Transamerica. Kaur has both Bachelor of Arts and Bachelor of Science degrees from the University of North Carolina and a CEBS from the University of Pennsylvania.
Richard Luerra supports retirement plans in Southern California. He has more than two decades’ experience managing relationships for retirement plans and most recently served as a retirement plans specialist for ICMA-RC. He has a Bachelor’s degree from San Jose State University, has FINRA Series 6, 63 and 65 licenses, and a life insurance license.
Matthew Marty is a relationship manager in Ohio. With more than 25 years’ experience in financial services, Marty most recently served as a managing director at Charles Schwab Corp. He has a Bachelor’s degree from Bowling Green State University and holds FINRA Series 7 and 66 licenses. In addition, Marty earned Qualified 401(k) Administrator (QKA) and a Qualified Pension Administrator (QPA) certifications from the American Society of Pension Professionals & Actuaries (ASPPA).
Richard May is a relationship manager for New York State. With more than two decades’ experience in the retirement plans marketplace, May previously served as senior director for relationship management at TIAA. He has FINRA Series 6, 7, 24, 63 and 65 licenses, is a Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Accredited Investment Fiduciary Analyst (AIFA®) and a Certified Investment Management Analyst (CIMA®).
Jose Mireles specializes in supporting government retirement plans in California. Mireles previously served as a financial consultant for TIAA. He has a Bachelor’s degree from Pepperdine University as well as FINRA 7, 24 and 66 licenses as well as accident, health, life, variable life and variable annuities licenses.
David Stone supports retirement plans in Colorado. He has more than 15 years’ experience in financial services, most recently as an associate for business development at Nuveen and a client services manager at TIAA. Stone earned MBA and Bachelor’s degrees at the University of Colorado, has FINRA Series 7 and 63 licenses, as well as life, health and variable annuities insurance licenses.
MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. MassMutual offers a wide range of financial products and services, including life insurance, disability income insurance, long term care insurance, annuities, retirement plans and other employee benefits. For more information, visit www.massmutual.com.