Names

  • Dan O’Grady Joins Voya Retirement
    Dan O’Grady Joins Voya Retirement

    Company grows its talent in northeast

    Voya Retirement recently hired Dan O’Grady as a regional vice president of Sales for the company’s Small-Mid Corporate Market business.
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  • Dan Steenerson Awarded Top National Disability Insurance Leadership Award
    Dan Steenerson Awarded Top National Disability Insurance Leadership Award

    The Standard recognizes Disability Insurance Services, Inc. for the 21st consecutive year

    Standard Insurance Company (The Standard) has awarded Daniel C. Steenerson, CLU, ChFC, RHU, and his agency, Disability Insurance Services, Inc., its top National Disability Insurance Leadership Award. The award is presented to the general agency office that sells the most individual disability insurance for The Standard.
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  • Greg Miller Ranked #1 Advisor in Massachusetts for 5th Consecutive Year
    Greg Miller Ranked #1 Advisor in Massachusetts for 5th Consecutive Year

    CEO of Wellesley Asset Management recognized on Barron’s 2019 top advisor list

    Greg Miller, CPA, CEO, Portfolio Manager and Co-Founder of Wellesley Asset Management, Inc., has been ranked #1 in Massachusetts for the fifth consecutive year on Barron’s list of America’s Top 1,200 Financial Advisors.
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  • Brendan Naughton Sworn in as MassMutual General Agents Association President
    Brendan Naughton Sworn in as MassMutual General Agents Association President

    GA of Charter Oak Financial to lead national group

    Brendan Naughton, General Agent of Charter Oak Financial, a Massachusetts Mutual Life Insurance Company (MassMutual) firm, was sworn in today as the 89th president of the MassMutual General Agents Association.
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  • Heather J. Scher Joins Penn Mutual As VP of Field Development
    Heather J. Scher Joins Penn Mutual As VP of Field Development

    To drive the company’s bold adviser growth goals

    The Penn Mutual Life Insurance Company (Penn Mutual) is pleased to announce Heather J. Scher has joined the organization as vice president of field development.
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  • Ramy Tadros Named President of U.S. Business, Metlife
    Ramy Tadros Named President of U.S. Business, Metlife

    Company announces senior leadership changes as part of CEO transition

    MetLife, Inc. (NYSE:MET) today announced a series of changes to its senior leadership ranks in connection with its CEO transition, all of which are effective May 1, 2019. Executive Vice President and Chief Risk Officer Ramy Tadros will become president, U.S. Business.
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  • Michael De Voe to Promoted to AVB, Business Intelligence at The STandard
    Michael De Voe to Promoted to AVB, Business Intelligence at The STandard
    Standard Insurance Company (The Standard) announced today that Michael De Voe has been promoted to assistant vice president of Business Intelligence.
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  • Lou Maiuri Named Chief Operating Officer at State Street
    Lou Maiuri Named Chief Operating Officer at State Street

    30-Year Industry Veteran to Lead Technology, Operations, Product and Innovation

    State Street Corporation, (State Street), NYSE:STT today announced that its board of directors has appointed Lou Maiuri, previously head of State Street’s Global Markets and Exchange businesses, to the role of Chief Operating Officer.
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  • Susan L. Cross Elected To Unum Board
    Susan L. Cross Elected To Unum Board

    Former EVP and global chief actuary at XL Group Ltd (now AXA XL) in Bermuda, has been elected to serve as a director of Unum Group

    Unum Group (NYSE: UNM) announced today that Susan L. Cross, the former executive vice president and global chief actuary at XL Group Ltd (now AXA XL) in Bermuda, has been elected to serve as a director of the company.
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  • USAA’s Brandon Carter to Keynote 2019 Life Insurance Conference
    USAA’s Brandon Carter to Keynote 2019 Life Insurance Conference

    To focus on how the industry must embrace technology

    Today LIMRA and LOMA announced that Brandon Carter, chairman and president of USAA Life Insurance Company, will be the keynote speaker for their 2019 Life Insurance Conference.
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  • Dan Doonan Appointed Executive Director of National Institute On Retirement Security
    Dan Doonan Appointed Executive Director of National Institute On Retirement Security

    To lead research and education efforts

    Dan Doonan has been selected to lead the National Institute on Retirement (NIRS), a non-profit, non-partisan retirement research organization located in Washington, D.C. Doonan will assume the role of executive director beginning on March 11, 2019.
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  • Aaron Cooper Named EVP and Chief Operating Officer of Putnam Investments
    Aaron Cooper Named EVP and Chief Operating Officer of Putnam Investments

    To oversee several of Putnam’s business areas, including Investments, Operations, Digital Technology, and Global Investment Strategies

    In an ongoing effort to stimulate innovation, maximize opportunities on behalf of clients, and manage its business in a dynamic, but thoughtful manner, Putnam Investments today announced the appointment of Aaron Cooper to the newly created role of EVP and Chief Operating Officer, reporting directly to Putnam Investments President and CEO Robert L. Reynolds.
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  • Dana O’Brien Promoted to General Counsel at Athena Advisors
    Dana O’Brien Promoted to General Counsel at Athena Advisors

    To oversee regulatory, compliance & due-diligence matters

    Athena Capital Advisors, a privately owned, independent registered investment advisor with $5.5 billion in assets under management, is pleased to announce the promotion of Dana K. O’Brien to General Counsel.
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  • Empower Retirement Leader Edmund F. Murphy III Expands Role as President and CEO of Great-West Life & Annuity
    Empower Retirement Leader Edmund F. Murphy III Expands Role as President and CEO of Great-West Life & Annuity

    Robert L. Reynolds named Chair of Great-West Lifeco US

    Edmund F. Murphy III has been appointed President and CEO of Great-West Life & Annuity Insurance Company (GWL&A), the US subsidiary of Great-West Lifeco Inc. and the parent of Empower Retirement, the nation’s second largest retirement service provider.
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  • Lee Fluharty joins Nationwide as Chief Underwriter for Life Insurance Business
    Lee Fluharty joins Nationwide as Chief Underwriter for Life Insurance Business

    To help refine the company's underwriting standards

    To help refine the company’s underwriting standards COLUMBUS, Ohio – Lee Fluharty has recently been named Chief Underwriter for Nationwide’s life insurance business. He succeeds Eric Flender, who retired last year. “Lee brings a lot of experience to his role as Chief Underwriter and he’s joining us at a very exciting time as we are in…
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  • Heather Windjue Appointed Head of TPA Strategy and Support, Hancock Retirement Plan Services
    Heather Windjue Appointed Head of TPA Strategy and Support, Hancock Retirement Plan Services

    To support sales, retention and profitability

    In an effort to provide seamless continuity and service to retirement plan third party administrators (TPAs), John Hancock Retirement Services (JHRPS) announced that Heather Windjue will succeed Head of TPA Strategy and Support, Ann Slotwinski, who will be retiring after 37 years with the firm.
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  • Cheryl L. Heilman Appointed President of Bankers Life Securities
    Cheryl L. Heilman Appointed President of Bankers Life Securities

    To be responsible for driving the strategic growth agenda of both the retail broker-dealer and registered investment adviser businesses

    CNO Financial Group, Inc. (NYSE: CNO) announced today the appointment of Cheryl L. Heilman to the position of vice president and president of Bankers Life Securities, Inc. (BLS) and Bankers Life Advisory Services, Inc. (BLAS).
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  • Jon Cressman Named Head of IBD and Bank & Wire Distribution
    Jon Cressman Named Head of IBD and Bank & Wire Distribution

    A natural next step in the evolution of Prudential Individual Solutions’ distribution organization

    Jon Cressman, vice president and national sales manager for the independent broker dealer channel within Prudential’s Individual Solutions Group, will also now leading bank and wire sales.
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  • Lynne Smith Named To Lead Strategy & Business Development At OneAmerica
    Lynne Smith Named To Lead Strategy & Business Development At OneAmerica

    Responsible for business and plan development, product development and execution, growth and service model strategies for the company's Retirement Services division

    OneAmerica® Retirement Services (RS) president Sandy McCarthy has named Lynne Smith to a new role leading Strategy and Business Development for the RS division.
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  • Tom Meyer Joins Penn Mutual as Regional Director- Ohio Valley
    Tom Meyer Joins Penn Mutual as Regional Director- Ohio Valley

    Brings 20+ years financial services experience

    The Penn Mutual Life Insurance Company (Penn Mutual) is pleased to announce the recent hire of Tom Meyer as the Regional Director of its Ohio Valley Regional office. Meyer replaces Bill Gearhart who retired on January 15, 2019 after 27 years of service. Meyer brings to Penn Mutual nearly 20 years of experience in the…
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  • Sharmila Swenson Appointed AVP, Public Affairs at Symetra
    Sharmila Swenson Appointed AVP, Public Affairs at Symetra

    A new role for the organization

    Symetra Life Insurance Company, a national provider of employee benefits, annuities and life insurance, today announced the appointment of Sharmila Swenson as assistant vice president, Public Affairs, a new role for the organization. Based in Symetra’s Bellevue, Washington headquarters, she will report to Trinity Parker, senior vice president, Marketing, Communications and Public Affairs.
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