Names

  • Karen McColl To Lead Defined Benefit Business at MassMutual
    Karen McColl To Lead Defined Benefit Business at MassMutual

    To manage the strategy to grow share of pension marketplace

    Massachusetts Mutual Life Insurance Company (MassMutual) has appointed Karen McColl to lead its Defined Benefit (DB) business. She reports to Keith McDonagh, Head of Institutional Solutions.
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  • Edward Seeger Named Sales Manager, Broker Dealer Channel
    Edward Seeger Named Sales Manager, Broker Dealer Channel

    To oversee the team of regional VPs

    W&S Financial Group Distributors, Inc., wholesale distributor of annuities and life insurance from Western & Southern Financial Group member companies, has named Edward P. Seeger, CRPC, sales manager, broker-dealer channel.
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  • Brad Wright Named President of FPA- Mass
    Brad Wright Named President of FPA- Mass

    Announces Inna Rivilis - president elect; Andrew Cipro - membership director

    The Financial Planning Association of Massachusetts in Westborough recently announced elections to its Board of Directors: Brad Wright began his one-year term as FPA MA President, former Membership Director, Inna Rivilis, was elected President-Elect, and Andrew Cipro was newly elected to the board and will serve a 3-year term as Membership Director. The terms began…
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  • Bradley Ridnour Named Head Of Worksite Distribution
    Bradley Ridnour Named Head Of Worksite Distribution

    To focus sales of voluntary and executive benefits

    Bradley Ridnour has been appointed Head of Worksite Distribution for Massachusetts Mutual Life Insurance Company (MassMutual®), responsible for sales of voluntary and executive benefits at the workplace.
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  • Nag-Bushan Odekar Named SVP of HealthView Services and HealthyCapital
    Nag-Bushan Odekar Named SVP of HealthView Services and HealthyCapital

    To lead growth, thought leadership

    HealthView Services and HealthyCapital announced today that Nag-Bushan Odekar has joined as chief strategy ad marketing officer. In this capacity, he will play a key role in the firms’ continued growth, pursuit of new business opportunities, and thought leadership.
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  • Heather Kelly Named SVP of Advisory Sales and Strategic Accounts at Allianz
    Heather Kelly Named SVP of Advisory Sales and Strategic Accounts at Allianz

    To Lead Advisory Channel Growth for Company

    To Lead Advisory Channel Growth for Company Kelly brings 25 Years of Advisory/RIA and Broker Dealer Experience  MINNEAPOLIS – Jan. 7, 2020 – Allianz Life Insurance Company of North America (Allianz Life®) announced today that it has hired Heather Kelly as Senior Vice President of Advisory Sales and Strategic Accounts. Kelly will be responsible for…
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  • Bob Jurgensmeier Elected Ameritas Executive Vice President
    Bob Jurgensmeier Elected Ameritas Executive Vice President

    To manage individual product and independent distribution

    Bill Lester, Ameritas chief executive officer, announces the election of Bob Jurgensmeier to executive vice president – individual product and independent distribution, effective Jan. 1, 2020.
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  • Timothy Kastrinelis Named National Director, Partnership Development at Purchasing Power®
    Timothy Kastrinelis Named National Director, Partnership Development at Purchasing Power®

    To focus on strengthening and expanding intermediary business partner relationships

    Timothy Kastrinelis has been appointed National Director, Partnership Development at Purchasing Power, LLC, one of the fastest-growing voluntary benefit companies offering a leading employee purchase program through the convenience of payroll deductions.
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  • Mindi Work Appointed SVP, Chief of Strategy at Symetra
    Mindi Work Appointed SVP, Chief of Strategy at Symetra

    Three Retirement, Benefits, and Life division executives promoted to senior vice president

    Symetra Life Insurance Company today announced the appointment of Mindi Work to senior vice president, chief of strategy, a new role for the organization. Ms. Work will lead the company’s corporate strategic planning process, working closely with members of the Symetra Leadership Team.
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  • Justin Camisa Joins Voya Retirement
    Justin Camisa Joins Voya Retirement

    To Expand its Institutional Sales Team for its Tax-Exempt Business

    Voya Retirement has recently hired Justin Camisa as vice president, Institutional Clients for the company’s Tax-Exempt Markets business, effective Dec. 16, 2019.
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  • Paula Bartgis Named CIO for Sun Life Financial
    Paula Bartgis Named CIO for Sun Life Financial

    Brings a proven track record of orchestrating complex, large-scale initiatives

    Sun Life U.S. announced today that it has named Paula Bartgis as senior vice president and chief information officer (CIO). Bartgis will have responsibility for the company's Information Technology operations, focused on delivering outstanding client experiences through innovative digital, data and analytic tools and practices.
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  • Jim Garabedian Named Managing Director of Lakeshore Wealth Strategies
    Jim Garabedian Named Managing Director of Lakeshore Wealth Strategies

    Driving strategic growth and retention for Penn Mutual's Chicago Agency

    The Penn Mutual Life Insurance Company (Penn Mutual) is pleased to announce Jim Garabedian as the new managing director of its Chicago agency, Lakeshore Wealth Strategies.
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  • Andrew McMahon Named President at Guardian
    Andrew McMahon Named President at Guardian

    Brings a 'history of innovation and leadership'

    The Guardian Life Insurance Company of America announced today that Andrew McMahon, an industry veteran and head of the company’s largest business, has been elected President by its Board of Directors. 
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  • Angela Vlach Named CEO of Financial Advocates
    Angela Vlach Named CEO of Financial Advocates

    A 'passing of the torch' that has been in process over the past several years

    Financial Advocates today announced that Angela Vlach has been appointed Chief Executive Officer and LPL Branch Office Manager effective November 2019. Vlach has served as the firm's President and Chief Operations Officer since 2009.
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  • Kurt Shallow Named SVP, Agency and Advisor Distribution for Ameritas
    Kurt Shallow Named SVP, Agency and Advisor Distribution for Ameritas

    To execute the company's wealth and management strategy

    Ameritas Chair JoAnn Martin announced today Kurt Shallow as the senior vice president– agency and advisor distribution of Ameritas Life Insurance Corp. and president of Ameritas Investment Corp.
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  • Maureen Kerrigan Receives RBC Gail Winslow Award
    Maureen Kerrigan Receives RBC Gail Winslow Award

    Providence advisor recognized at WAFA conference

    RBC Wealth Management’s Maureen Kerrigan, financial advisor in the Providence, R.I. branch, recently received the firm’s 2019 Gail Winslow Award. The honor recognizes women at the firm who demonstrate exemplary efforts to help attract, support and retain women clients and financial advisors.
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  • D. Joeff Williams New President of American Academy of Actuaries
    D. Joeff Williams New President of American Academy of Actuaries

    Succeeds Shawna Ackerman

    D. Joeff Williams of Winston-Salem, N.C., began his term as president of the American Academy of Actuaries today, succeeding 2018–19 Academy President Shawna Ackerman.
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  • Shelley Leibowitz Named to Mass Mutual Board Of Directors
    Shelley Leibowitz Named to Mass Mutual Board Of Directors

    Brings a proven track record on digital technology strategy, cybersecurity and risk management

    Massachusetts Mutual Life Insurance Company (MassMutual) announced today it has elected Shelley Leibowitz, former World Bank and Morgan Stanley Chief Information Officer, to its Board of Directors, effective October 7, 2019.
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  • David Braun Joins Insurance Designers of America
    David Braun Joins Insurance Designers of America

    To lead Institutional Strategy

    To lead Institutional Strategy AUGUSTA, Ga., Oct. 31, 2019 /PRNewswire/ — Insurance Designers of America, LLC (IDA) announced today that David R. Braun, CLU has joined the firm as Senior Vice President-Institutional Markets. In his new role, Braun will be responsible for working with all IDA partners in furthering life, disability, and long-term care insurance sales…
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  • David Ray Named SVP, Market Management at AIG
    David Ray Named SVP, Market Management at AIG

    To focus on strategy and growth in all key retirement plan markets

    AIG Retirement Services (formerly VALIC), a leading defined contribution retirement plan provider for tax-exempt and public sector employers, has appointed industry veteran David Ray as Senior Vice President, Head of Market Management.
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  • Taylor Booth Joins Voya’s Corporate Market Division
    Taylor Booth Joins Voya’s Corporate Market Division

    To build distribution relationships in the 401(k0 market

    Voya Retirement has recently hired Taylor Booth as an Account Executive for the company’s Large Corporate Market business. In this role, Booth is responsible for generating new business and building key distribution relationships in the Mid-Western United States.
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