Names

  • Lisa Detanna Named To Forbes’ List of Top Women Wealth Advisors
    Lisa Detanna Named To Forbes’ List of Top Women Wealth Advisors

    For her more than 30 years of dedicated service in the financial services industry

    Lisa A. Detanna, AIF®, MBA, WMS® Managing Director & Senior Vice President, Investments with Raymond James & Associates, member New York Stock Exchange/SIPC, was among the Raymond James-affiliated advisors named to the Forbes list of America’s Top Women Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online March 24,…
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  • Michelle Marquez Named To Forbes’ List Of Top Women Wealth Advisors
    Michelle Marquez Named To Forbes’ List Of Top Women Wealth Advisors

    For her more than 20 years of experience in the financial services industry

    Michelle Marquez, Managing Director of Marquez Private Wealth Management located at 2 North Lake Avenue Suite 910 Pasadena CA, was among the Raymond James-affiliated advisors named to the Forbes list of America’s Top Women Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online March 24, 2021.
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  • Frank Spencer Named New Life Sales Distribution Leader Of Nationwide
    Frank Spencer Named New Life Sales Distribution Leader Of Nationwide

    Will partner closely with his predecessor, Troy Anderson, who recently announced his plans for retirement, to ensure a seamless transition for life sales partners.

    Nationwide announced this week that Frank Spencer will be the company’s new leader of Life Sales Distribution.
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  • Cooper Sinclair Named Associate VP, Sales & Business Development RIA At Sammons
    Cooper Sinclair Named Associate VP, Sales & Business Development RIA At Sammons

    Responsible to further develop and lead the strategic direction of Sammons Financial's fee-based Registered Investment Advisor channel

    Sammons® Financial Group, Inc. has named Cooper Sinclair to the position of associate vice president, Sales and Distribution for RIA Distribution. In his new role, Sinclair will be responsible to further develop and lead the strategic direction of Sammons Financial Group's fee-based Registered Investment Advisor, or RIA, channel. Core position functions include establishing and growing…
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  • Joseph Barclay Cole Joins Security Mutual As SVP, Chief Actuary
    Joseph Barclay Cole Joins Security Mutual As SVP, Chief Actuary

    Brings extensive leadership and actuarial experience

    Security Mutual Life Insurance Company of New York is pleased to announce that Joseph Barclay Cole, FSA, MAAA®, has joined the Company as Senior Vice President, Chief Actuary. In his new position, Mr. Cole will be responsible for providing senior leadership for the Company’s actuarial and reinsurance functions.
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  • Robin Gordon Named Chief Data & Analytics Officer At MetLife
    Robin Gordon Named Chief Data & Analytics Officer At MetLife

    Global technology leader to help accelerate customer-centric transformation at MetLife

    MetLife, Inc. (NYSE: MET) today announced that Robin Gordon will join the company as Chief Data and Analytics Officer, effective March 29, 2021. She will manage MetLife’s enterprise data priorities across strategy, service and operations, business analytics, and governance. Gordon will report to Bill Pappas, Executive Vice President and Head of Global Technology and Operations.
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  • Lisa M. Buckingham Named Executive VP, Global Head Of AIG Enterprise Design & Life & Retirement Separation Initiatives 
    Lisa M. Buckingham Named Executive VP, Global Head Of AIG Enterprise Design & Life & Retirement Separation Initiatives 

    Helping AIG unlock significant value for its shareholders and other stakeholders

    American International Group, Inc. (NYSE: AIG) today announced that Lisa M. Buckingham will join the company in April 2021 in the newly created role of Executive Vice President, Global Head of AIG Enterprise Design and Life & Retirement Separation Initiatives. Based in New York, Ms. Buckingham, 55, will report to President and Chief Executive Officer,…
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  • Jason Doiron Promoted To Executive VP Of National Life
    Jason Doiron Promoted To Executive VP Of National Life

    Overseeing the firm's investment and hedging strategies

    Jason Doiron, National Life Group’s Chief Investment Officer for the past five years, was promoted to Executive Vice President, Chief Operating Officer Robert Cotton announced.
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  • Achim Schwetlick Promoted To Executive Vice President, Chief Marketing Officer
    Achim Schwetlick Promoted To Executive Vice President, Chief Marketing Officer

    A driving force at National Life

    A driving force at National Life Montpelier, VT – (February 26, 2021) Achim Schwetlick, the head of National Life’s product and marketing division, has been promoted to Executive Vice President and Chief Marketing Officer. Chairman, CEO and President Mehran Assadi announced the appointment. Schwetlick joined National Life in 2016 as Senior Vice President to lead…
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  • Stacey Hoin Joins Guardian As Chief Human Resources Officer
    Stacey Hoin Joins Guardian As Chief Human Resources Officer

    As a catalyst for organizational and professional growth

    The Guardian Life Insurance Company of America® (Guardian Life) today announced that Stacey Hoin has joined the Company as Executive Vice President and Chief Human Resources Officer, reporting to Chief Executive Officer and President Andrew J. McMahon.
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  • John Kennedy Named President Of Lincoln Financial Distributors
    John Kennedy Named President Of Lincoln Financial Distributors

    EVP Ellen Cooper to lead Annuity Solutions business

    -Lincoln Financial Group (NYSE:LNC) today announced that it has appointed John Kennedy as executive vice president and president of Lincoln Financial Distributors (LFD). He will be a member of Lincoln’s Senior Management Committee and report to Lincoln president and CEO Dennis R. Glass. The company also announced that Ellen Cooper, executive vice president, chief investment…
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  • Jason Bach Appointed MassMutual General Agents Association President
    Jason Bach Appointed MassMutual General Agents Association President

    To lead a legacy association at a time when customer needs may never be greater

    Massachusetts Mutual Life Insurance Company (MassMutual) has announced that the MassMutual General Agents Association has appointed Jason Bach president of the association for the 2021-2022 one-year term. Mr. Bach has been a general agent in the MassMutual system for 15 years and is currently head of MassMutual Dallas-Fort Worth, a position he has held for…
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  • Liz Heitner Joins Penn Mutual As VP Of Human Resources
    Liz Heitner Joins Penn Mutual As VP Of Human Resources

    Guiding their approach to preparing for the workplace of the future

    The Penn Mutual Life Insurance Company, a Fortune 1000 company, announces that Liz Heitner has joined the company as vice president, human resources, reporting to president and chief operating officer David O'Malley
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  • Marcy Baker Named VP Of Corporate Actuarial At Sammons Financial
    Marcy Baker Named VP Of Corporate Actuarial At Sammons Financial

    With a specific focus on enforcing controls and governance of the actuarial function

    Sammons Financial Group has named Marcy Baker as vice president of corporate actuarial. In this new role, Baker is responsible for experience studies, financial analysis, corporate actuarial project management with a specific focus on enforcing controls and governance of the actuarial function.
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  • Linda Need and Ryan Kitchell Named To  OneAmerica Board of Directors
    Linda Need and Ryan Kitchell Named To OneAmerica Board of Directors

    Industry leadership and financial management expertise augment new board roles

    OneAmerica® has elected Linda Need, FSA®, CFA®, CFP®, CAP® and Ryan Kitchell, CFA®, to its board of directors.
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  • Jasmine Jirele Named President & CEO Of Allianz Life
    Jasmine Jirele Named President & CEO Of Allianz Life

    Walter White to retire December 31, 2021

    Allianz Life Insurance Company of North America (Allianz Life) announced today that Jasmine Jirele has been named president and CEO of Allianz Life, succeeding President and CEO Walter White, who will retire December 31, 2021.
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  • Michael Martocci Named To Lead Risk Management & Product Development At APL
    Michael Martocci Named To Lead Risk Management & Product Development At APL

    To ensure APL continues to deliver innovative solutions, while always keeping our customers and brokers top of mind

    American Public Life Insurance Company (APL) announced today that Michael Martocci has been hired as APL’s Head of Risk Management and Product Development. Martocci brings more than 25 years of senior-level employee benefits experience to his new role.
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  • Doug Brigman Named President Of Raymond James Insurance Group
    Doug Brigman Named President Of Raymond James Insurance Group

    Providing insurance and annuity products to advisors

    Raymond James Financial has promoted Doug Brigman to serve as president of Raymond James Insurance Group, a wholly owned subsidiary of the firm and a department within its Global Wealth Solutions business. RJIG provides insurance and annuity products and services to Raymond James financial advisors and select correspondent firms.
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  • David Lacusky To Lead Next-Generation Sales Strategy At Global Atlantic
    David Lacusky To Lead Next-Generation Sales Strategy At Global Atlantic

    A commitment to building deep distribution relationships.

    Global Atlantic Financial Group, a leading annuity and life insurance company, today announced the appointment of David Lacusky as Senior Vice President and Director of Strategy & Internal Sales for Individual Markets. He will report to Global Atlantic’s Head of Sales, Sam Barnett.
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  • Amanda Agati Named CIO At PNC Asset Management
    Amanda Agati Named CIO At PNC Asset Management

    To succeed Mark McGlone

    The PNC Asset Management Group today announced that Amanda Agati will succeed Mark McGlone as chief investment officer (CIO), effective April 9, 2021, upon McGlone's retirement following a 40-year career.
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  • Ericka DeBruce Appointed Chief Inclusion & Diversity Officer Of Unum
    Ericka DeBruce Appointed Chief Inclusion & Diversity Officer Of Unum

    To further drive strategic inclusion and diversity programs and initiatives across the enterprise

    Unum (NYSE: UNM), a leading provider of financial protection benefits in the U.S. and U.K., has appointed Ericka DeBruce as the company's Chief Inclusion and Diversity Officer. She will report to Liz Ahmed, Executive Vice President of People and Communications.
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