Names

  • Kristin Popovic Named Manager at UBS Financial, Indianapolis
    Kristin Popovic Named Manager at UBS Financial, Indianapolis

    Brings more than a decade of experience in financial services and investing

    UBS Financial Services Inc. announces the promotion of Kristin Popovic to Branch Manager of the Indianapolis office. She is the office’s first-ever female branch manager and will be responsible for overseeing 72 employees and $4.9 billion in assets.
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  • Terri Fiedler Named President and CEO, AIG Financial Distributors
    Terri Fiedler Named President and CEO, AIG Financial Distributors

    To head the sales and distribution organization for AIG Life & Retirement

    AIG Life & Retirement, a division of American International Group, Inc. (NYSE: AIG), today announced the appointment of Terri Fiedler as President and Chief Executive Officer, AIG Financial Distributors. Ms. Fiedler succeeds Steve Maginn...
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  • Cindy Pace Named Global Chief Diversity and Inclusion Officer at MetLife
    Cindy Pace Named Global Chief Diversity and Inclusion Officer at MetLife

    The critical success factors for growth & innovation

    MetLife today announced Vice President Cindy Pace as its new global chief diversity and inclusion officer. With this move, MetLife, Inc. (NYSE: MET) continues to position diversity and inclusion as critical success factors in the company’s growth and innovation.
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  • Darlene Murphy Ranked One of America’s Top 50 Advisors
    Darlene Murphy Ranked One of America’s Top 50 Advisors

    Forbes announces the top women wealth advisors for 2019

    Darlene Murphy CPA, CFP®, President, Portfolio Manager and Co-Founder of Wellesley Asset Management, Inc. was recently named to Forbes’ list of America’s Top Women Wealth Advisors for the second consecutive year. Ms. Murphy ranked #41 nationwide out of the 250 women selected, and #5 in Massachusetts.
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  • Bruce Hodges Appointed COO at Foresters Financial
    Bruce Hodges Appointed COO at Foresters Financial

    Company bolsters its leadership as it refocuses on life insurance

    Foresters Financial™ today announces the further bolstering of its senior leadership team with the appointment of its new Chief Operating Officer, Bruce Hodges, as the organization repositions itself to focus on its core life insurance business.
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  • Patricia Schneider Joins Fiduciary Trust as VP and Investment Officer
    Patricia Schneider Joins Fiduciary Trust as VP and Investment Officer

    20 Years experience in wealth & investment planning

    Fiduciary Trust Company, a wealth advisor and investment management firm for high-net-worth individuals and nonprofits, continues to expand its client service team with the hiring of Patricia M. Schneider, CFA, as Vice President and Investment Officer.
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  • Freda Lee Appointed SVP, Relationship Management at AIG
    Freda Lee Appointed SVP, Relationship Management at AIG

    To oversee retirement plan retention efforts

    To oversee retirement plan retention efforts HOUSTON, May 2, 2019 — AIG Retirement Services (formerly VALIC), a leading retirement plan provider for healthcare, K-12, higher education, government, religious, charitable and other not-for-profit organizations, has named Freda Lee to the newly created position of Senior Vice President, Relationship Management. Ms. Lee assumes responsibility for the company’s…
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  • Bailey Sorensen Promoted to Director of Membership for NAFA
    Bailey Sorensen Promoted to Director of Membership for NAFA

    Tenured Employee Assumes Role in Facilitating Association Growth

    NAFA, the National Association for Fixed Annuities, is pleased to announce that Bailey Sorensen has been promoted to director of membership effective May 1.
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  • Wade Pfau Appointed Director of the Retirement Income Certified Professional® Program
    Wade Pfau Appointed Director of the Retirement Income Certified Professional® Program

    New Roles and Renewed Emphasis on the RICP® Curriculum Underscore The American College's Role as the Preeminent Provider of Retirement Income Education Serving the Full Financial Services Field

    The American College of Financial Services today announced that Wade D. Pfau, PhD, CFA®, has been named Director of The American College's leading Retirement Income Certified Professional® (RICP®) Program. Pfau will also now serve as Co-Director of the New York Life Center for Retirement Income.
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  • Rich Baich Named Chief Information Security Officer at AIG
    Rich Baich Named Chief Information Security Officer at AIG

    To lead the company's global cybersecurity risk management program

    To lead the company’s global cybersecurity risk management program April 01, 2019 — NEW YORK–(BUSINESS WIRE)–American International Group, Inc. (NYSE: AIG) today announced that Rich Baich will join the company as Senior Vice President, Chief Information Security Officer, effective April 22, 2019. In this role, he will lead the firm’s global cybersecurity risk management program.…
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  • Patrick J. Fleming Named EVP, Advance Product Development Initiatives at Amerilife
    Patrick J. Fleming Named EVP, Advance Product Development Initiatives at Amerilife

    As company intensifies its engagement with the pre-retiree and retiree market

    AmeriLife, a national leader in developing, marketing and distributing annuity, life and health insurance solutions, today named Patrick J. “Pat” Fleming as Executive Vice President Product Innovation & Corporate Actuary. This announcement comes as the company intensifies its partnership with leading carriers to deliver proprietary and other financial solutions to the pre-retiree and retiree market.
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  • Daniel Guilbert Named President, Individual Life and Retirement at Symetra
    Daniel Guilbert Named President, Individual Life and Retirement at Symetra

    Helped develop the company's long-erm, strategic plan & strategy

    ymetra Life Insurance Company today named Daniel R. Guilbert as president of its Individual Life and Retirement Divisions.
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  • Beth Wood to Keynote LIMRA’s 2019 Marketing Conference
    Beth Wood to Keynote LIMRA’s 2019 Marketing Conference

    Guardian Life Insurance Company CMO to examine the importance of 'reimagining the client experience'

    LIMRA today announced that Beth Wood, vice president and chief marketing officer for Guardian Life Insurance Company, will be the keynote speaker for their 2019 Marketing Conference. The conference will be held in Boston, Massachusetts from May 29 - 31, 2019.
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  • Fidelity’s Steve Patterson Elected 2019 Board Chair at Secured Retirement Institute
    Fidelity’s Steve Patterson Elected 2019 Board Chair at Secured Retirement Institute

    Lincoln Financial Group’s Jamie Ohl elected vice chair

    The Secure Retirement Institute (SRI) named Steve Patterson, of Fidelity Investments, to be its new chair in 2019. Jamie Ohl, of Lincoln Financial Group, was named vice chair.
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  • John S. Hantak Appointed as Houston President at Northern Trust
    John S. Hantak Appointed as Houston President at Northern Trust

    Brings an 'uncompromising focus' on the client experience

    Northern Trust Wealth Management today announced the appointment of John S. Hantak as President of Houston.“ John is an accomplished leader who models Northern Trust’s core values of integrity, expertise and service,” said Colter Lewis, President of Texas at Northern Trust Wealth Management.
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  • Tim Minard Promoted At Great American
    Tim Minard Promoted At Great American

    Executive vice-president within its annuity group

    Great American Insurance Group is pleased to announce the promotion of Tim Minard to Executive Vice President within its Annuity Group.
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  • Jessica Gillespie To Head Distribution at Pru
    Jessica Gillespie To Head Distribution at Pru

    A skilled leader in group insurance

    Jessica Gillespie has been promoted to head of distribution for Prudential Group Insurance and Tim Weber has joined as vice president, voluntary benefits distribution and workplace markets, underscoring the group benefits carrier’s commitment to growing its core businesses and talent pipeline.
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  • Shefali Desai To Lead Voluntary, Executive Benefits At MassMutual
    Shefali Desai To Lead Voluntary, Executive Benefits At MassMutual

    Appointment spotlights the company's commitment to its voluntary and executive benefits, retirement businesses

    Appointment spotlights the company’s commitment to its voluntary and executive benefits, retirement businesses SPRINGFIELD, Mass., April 8, 2019 – As part of a commitment to its growing Workplace business, Massachusetts Mutual Life Insurance Co. (MassMutual) has appointed a new leader for its voluntary and executive benefits businesses in support of employers and their employees. Shefali Desai…
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  • Jill Frohardt Promoted to Second VP, Disability Sales at The Standard
    Jill Frohardt Promoted to Second VP, Disability Sales at The Standard

    To oversee the individual disability insurance sales organization nationwide

    Standard Insurance Company (The Standard) announced today that Jill Frohardt has been promoted to second vice president of Individual Disability Insurance Sales. In this role, Frohardt oversees The Standard’s Individual Disability Insurance sales organization nationwide.
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  • Allison Green Named One of the Most Powerful Women in Corporate Diversity
    Allison Green Named One of the Most Powerful Women in Corporate Diversity

    Lincoln Financial Group’s SVP recognized by Black Enterprise Magazine

    Lincoln Financial Group (NYSE: LNC) announced today that Allison Green, senior vice president, chief diversity officer and head of employee engagement, was included in Black Enterprise magazine’s list of Most Powerful Women in Corporate Diversity.
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  • Sue Painter Promoted to VP of Field Sales Support at Penn Mutual
    Sue Painter Promoted to VP of Field Sales Support at Penn Mutual

    New role developed as Painter will assist in company’s innovative retention and recruitment initiatives

    Amid bold objectives geared toward adviser retention and recruitment, The Penn Mutual Life Insurance Company (Penn Mutual) has promoted Sue Painter to vice president of field sales support.
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