Names

  • Ballentine Partners Welcomes Elliot Rotstein
    Ballentine Partners Welcomes Elliot Rotstein

    Working with clients to help them achieve their financial goals and objectives

    Ballentine Partners, a leading independent wealth management firm headquartered in Waltham, Massachusetts, welcomed Elliot Rotstein as Senior Client Advisor. In his role, he will be joining Ballentine's experienced team of senior advisors working with clients to help them achieve their financial goals and objectives.
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  • LL Global Hires Executive John Carroll To Lead Its National Accounts Team
    LL Global Hires Executive John Carroll To Lead Its National Accounts Team

    Comprised of relationship managers and product specialists in a newly created integrated sales team structure

    Comprised of relationship managers and product specialists in a newly created integrated sales team structure WINDSOR, Conn., Sept. 14, 2020 – LL Global, Inc., the parent organization for LIMRA and LOMA, today announced it has hired John Carroll to lead its National Accounts team. He will report to Sean O’Donnell, senior vice president, LL Global…
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  • Global Risk Management Executive David Stills Joins Sedgwick
    Global Risk Management Executive David Stills Joins Sedgwick

    To focus on global carrier relations, global insurance markets, risk management, and litigation strategy and practices for clients' businesses

    Sedgwick, a leading global provider of technology-enabled risk, benefits and integrated business solutions, today announced that seasoned risk management professional David Stills will be joining the company as a global risk management executive.
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  • Ballentine Partners Names Elisa Gruber Lustig Director Of Private Investing
    Ballentine Partners Names Elisa Gruber Lustig Director Of Private Investing

    To help the firm build on its earlier success in the program

    Ballentine Partners, a leading independent wealth management firm headquartered in Waltham, Massachusetts, announced that Elisa Gruber Lustig has joined the firm as the Director of Private Investing, where she will lead the firm's private investing activities.
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  • Erie Insurance Appoints Jamie Neumaier as Chief Information Security Officer
    Erie Insurance Appoints Jamie Neumaier as Chief Information Security Officer

    Neumaier currently leads ERIE's information security programs as VP, Information Technology

    Neumaier currently leads ERIE’s information security programs as VP, Information Technology ERIE, Pa., Sept. 1, 2020 /PRNewswire/ — Erie Insurance (NASDAQ: ERIE) today announced that Jamie Neumaier will assume the role of chief information security officer (CISO), effective September 10. Neumaier will report directly to Executive Vice President and Chief Information Officer Robert Ingram to…
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  • Jeff Wallace joins USAA as Chief Financial Officer
    Jeff Wallace joins USAA as Chief Financial Officer

    Where he is honored to work with exceptional employees around him on an inspirational mission

    USAA has named Jeff Wallace as its Chief Financial Officer, reporting to CEO Wayne Peacock.
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  • Allstate Announces Rhonda Ferguson to Join as General Counsel
    Allstate Announces Rhonda Ferguson to Join as General Counsel

    Who will prove invaluable as Allstate transforms how they serve customers and society

    The Allstate Corporation (NYSE: ALL) today announced that Rhonda Ferguson will join the company as Executive Vice President and General Counsel, effective Sept. 28. Ferguson will take over from Susie Lees, who after 32 years of service to Allstate has announced her intention to retire in 2021. Lees remains Chief Legal Officer and Secretary of…
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  • AmeriLife® Welcomes Tim Calvert as Chief Operating Officer
    AmeriLife® Welcomes Tim Calvert as Chief Operating Officer

    Executive Leadership Team Expands in Response to Rapid Growth

    In response to its rapid growth and expansion, AmeriLife Group, LLC (“AmeriLife”), the national leader in marketing and distributing life, health and retirement solutions, today announces Tim Calvert as the company’s Chief Operating Officer.
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  • James DesRocher to be Honored by NAIFA Massachusetts
    James DesRocher to be Honored by NAIFA Massachusetts

    For success and achievement as a financial advisor

    The National Association of Insurance and Financial Advisors - Massachusetts (NAIFA MA) will recognize James DesRocher, owner of TrueView Financial and a Financial Representative with Guardian Life in Middleton, MA as one of only four top Young Advisors in Massachusetts under the age of forty at a meeting to be held virtually at 9:30am on…
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  • Doris Kearns Goodwin to Speak at LIMRA’s 2020 Virtual Annual Conference
    Doris Kearns Goodwin to Speak at LIMRA’s 2020 Virtual Annual Conference

    Presidential historian and Pulitzer Prize-winning author will reflect on our shared past to put into context this defining moment in our nation’s history

    As the United States and the world grapple with the devastating impact of the COVID-19 pandemic, America’s “historian-in-chief” Doris Kearns Goodwin will reflect on our shared past to put into context this defining moment in our nation’s history at LIMRA’s 2020 Virtual Annual Conference, which will be held Oct. 26-28.
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  • Susan Hennis Joins OneAmerica® as Chief Underwriter
    Susan Hennis Joins OneAmerica® as Chief Underwriter

    Product portfolio, company culture were draws for 20-year life insurance veteran

    Susan Hennis has joined OneAmerica® as chief underwriter in support of the company’s highly regarded Insurance, Life and Financial Services (ILFS) line of business, bringing more than two decades of experience in life and health underwriting to the role.
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  • Jackson Names Liz Werner SVP, Investor Relations
    Jackson Names Liz Werner SVP, Investor Relations

    To lead an established investor relations and ratings agency team

    Jackson National Life Insurance Company® (Jackson®) today announced Liz Werner has been named Senior Vice President, Investor Relations, Jackson. Werner joins the company with broad investor communications experience across the financial services industry, including banking, insurance and advisory services.
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  • Darlene Flagg Appointed VP To Head Industry-Leading Retirement Business
    Darlene Flagg Appointed VP To Head Industry-Leading Retirement Business

    To expand National Life's commitment to serve educators

    Darlene Flagg, a recognized national leader in the financial services industry, was promoted to vice president to lead National Life Group’s educator retirement business. Flagg will be in charge of expanding National Life’s longstanding commitment to serving educators through the products they offer in 403(b), 457(b) and 3121 plans, which help ensure employees in schools…
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  • AmeriLife® Names Barbara Stewart President of AmeriLife Benefits
    AmeriLife® Names Barbara Stewart President of AmeriLife Benefits

    To advance their overall mission and objectives by identifying new opportunities for sales and earnings growth in the worksite benefits market

    AmeriLife Group, LLC (“AmeriLife”), the national leader in marketing and distributing life, health and retirement solutions, today announced Barbara S. Stewart as President of AmeriLife Benefits, based in Overland Park, Kan. She previously served as AmeriLife’s Executive Vice President, Marketing and Strategy.
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  • Lori Black Named VP at Symetra
    Lori Black Named VP at Symetra

    To lead its National Voluntary Practice, a new role

    Symetra Life Insurance Company today announced the appointment of Lori J. Black as vice president, National Voluntary Practice Lead, a new role for the organization. Ms. Black joins Symetra’s Benefits Division leadership team. She reports to Harry Monti, executive vice president, Benefits Division.
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  • Erik Gomez Launches EG Wealth Management and Insurance Services
    Erik Gomez Launches EG Wealth Management and Insurance Services

    Reinvents Northwestern Mutual's firm to support ‘New Majority Executives’

    After 15 years in business, Erik Gomez is launching EG Wealth Management and Insurance Services. A seasoned financial services professional located in Newport Beach, Gomez is shifting his focus to primarily serve the diverse executive community, especially women and Hispanic executives. He has coined this community “The New Majority Executives.” As a Hispanic professional himself,…
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  • The Standard Names Cherri Roden Assistant VP of Application and Solution Delivery
    The Standard Names Cherri Roden Assistant VP of Application and Solution Delivery

    Responsible for providing strategic business solutions that meet the needs of companywide business units

    Standard Insurance Company (The Standard) announced today that Cherri Roden has been named assistant vice president of Application and Solution Delivery
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  • The Standard Names Nathan McKinstry Assistant VP of IT Architecture and Engineering
    The Standard Names Nathan McKinstry Assistant VP of IT Architecture and Engineering

    To lead the organization responsible for establishing technology standards and roadmaps that enable business strategies

    Standard Insurance Company (The Standard) announced today that Nathan McKinstry has been named assistant vice president of IT Architecture and Engineering.
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  • Michael Stachowiak Joins Colonial Life
    Michael Stachowiak Joins Colonial Life

    Voluntary benefits veteran tapped as new vice president of southwest region sales

    Colonial Life has named a veteran leader in voluntary benefits as its new vice president of sales for the Southwest Region. Michael Stachowiak will join Colonial Life on Aug. 24.
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  • Jennifer Oyler Named Head of Customer Experience at Principal
    Jennifer Oyler Named Head of Customer Experience at Principal

    To ‘define and improve’ the brand experience

    Principal Financial Group® announced today that Jennifer Oyler has joined its global marketing team as head of customer experience to grow and refine its experience strategy and initiatives across the company’s audiences and platforms.
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  • Mike McGlothlin Named President for Society of FSP
    Mike McGlothlin Named President for Society of FSP

    The group’s 93rd president to take office September 1

    Michael J. McGlothlin, CLU®, ChFC®, CFP®, LUTCF®, Executive Vice President of Retirement at Ash Brokerage in Fort Wayne, Indiana, takes office as FSP’s 93rd president on Sept.1.
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