Names

  • Ian Forrest Joins New York Life As CMO
    Ian Forrest Joins New York Life As CMO

    To manage the company's US, global marketing strategy

    New York Life Investment Management (NYLIM) announced today that Ian Forrest has joined the company as global chief marketing officer.
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  • Angelia Holthaus, Pearse McCormack Promoted at W&S Financial
    Angelia Holthaus, Pearse McCormack Promoted at W&S Financial

     Supporting sales and relationship management

    W&S Financial Group Distributors, Inc., wholesale distributor of annuities and life insurance from Western & Southern Financial Group (Western & Southern) member companies, has made two key management appointments.
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  • Edward Butler Joins RDM As Executive Director
    Edward Butler Joins RDM As Executive Director

    Brings a completely client-focused, ‘do whatever is right approach’

    RDM Financial Group at HighTower (RDM), an investment advisory firm with offices in New York, NY, Boca Raton, FL, and Westport, CT, is delighted to announce the expansion of RDM with the addition of Edward Butler to the firm. As of December 6, 2017, Butler joined the firm as Executive Director of the New York…
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  • Penn Mutual Elevates Tim Donahue to President and CEO of Hornor, Townsend & Kent, Inc.
    Penn Mutual Elevates Tim Donahue to President and CEO of Hornor, Townsend & Kent, Inc.

    Promotion Highlights Organizational Commitment to Cultivating Talent

    The Penn Mutual Life Insurance Company (Penn Mutual) is proud to announce Tim Donahue as the new president and CEO of Hornor, Townsend & Kent, Inc. (HTK). HTK is a wholly-owned Broker-Dealer subsidiary of Penn Mutual, offering a complete range of financial solutions, including investments, insurance and annuities.
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  • Charles Stier Promoted to RVP, Sales at Voya Sales
    Charles Stier Promoted to RVP, Sales at Voya Sales

    To build key distribution in the Northeast

    Voya Retirement has recently promoted Charles Stier to the position of Regional Vice President of Sales for the company’s Small-Mid Corporate Market business.
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  • Sarah Dahlgren Named Wells Fargo Head of Regulatory Relations
    Sarah Dahlgren Named Wells Fargo Head of Regulatory Relations

    A rcommittment to engagement, transparency

    Wells Fargo & Company (NYSE: WFC) today announced that it has named Sarah Dahlgren as its head of regulatory relations. Dahlgren was most recently a partner in the Risk Practice at McKinsey & Company.
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  • Brooks Tingle named President and CEO John Hancock Insurance
    Brooks Tingle named President and CEO John Hancock Insurance

    Linda Levyne appointed SVP, Head of Sales and Distribution

    John Hancock today announced two key leadership appointments, naming Brooks Tingle president and CEO of John Hancock Insurance and Linda Levyne senior vice president, head of Sales and Distribution also for John Hancock Insurance.
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  • Daniel Steenerson Recognized With Top Disability Award
    Daniel Steenerson Recognized With Top Disability Award

    Presented to the office producing the highest sales of individual disability insurance for The Standard

    Standard Insurance Company (The Standard) has honored Daniel C. Steenerson, CLU, ChFC, RHU, and his agency, Disability Insurance Services, Inc., with its top National Disability Insurance Leadership Award.
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  • Mark Lowbridge Promoted to Divisional VP, Business Development for Hancock
    Mark Lowbridge Promoted to Divisional VP, Business Development for Hancock

    To serve key broker dealer relationships nationally

    John Hancock Retirement Plan Services (JHRPS) promoted Mark Lowbridge, CFP, CKP, to divisional vice president of Business Development.
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  • Lori Brissette Appointed to VP of Insurance and Annuities at Northwestern Mutual
    Lori Brissette Appointed to VP of Insurance and Annuities at Northwestern Mutual

    To drive innovation for clients and financial representatives

    Northwestern Mutual today announced the appointment of Lori Brissette to vice president of insurance and annuities client services. Effective January 2, 2018, Brissette assumed her title as vice president and executive officer and will help drive innovation as a leader on the insurance products and client services team.
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  • Harry Monti Promoted to SVP for Group Life & Disability at Symetra
    Harry Monti Promoted to SVP for Group Life & Disability at Symetra

    An integral part of the evolution of the company's LAD and Select Benefits lines

    Symetra Life Insurance Company today announced a leadership change in the company’s Benefits Division with the promotion of Harry Monti to senior vice president for its group Life and Disability (LAD) and Select Benefits fixed payment medical businesses, effective April 1, 2018. Monti will succeed Craig Raymond, who will be retiring.
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  • James Quinn Named Chief Financial Officer at Amerilife
    James Quinn Named Chief Financial Officer at Amerilife

    25 years as an investor, executive, advisor

    AmeriLife has appointed James "Jim" Quinn as its Chief Financial Officer to oversee its accounting, finance, tax and acquisition functions.
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  • Mark Sheytanian Promoted to Divisional VP Strategic Relationship Management
    Mark Sheytanian Promoted to Divisional VP Strategic Relationship Management

    Responsible for the Taft-Hartley relationship management team, with $17 billion in assets

    John Hancock Retirement Plan Services (JHRPS) promoted Mark Sheytanian to divisional vice president of Strategic Relationship Management within JHRPS' Taft-Hartley practice.
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  • Tim Murphy Joins Voya Financial Advisors as National Sales Manager
    Tim Murphy Joins Voya Financial Advisors as National Sales Manager

    To promote a holistic retirement investment approach

    Voya Financial announced today that its retail wealth management firm, Voya Financial Advisors, Inc. (VFA), has hired Tim Murphy as National Sales Manager – responsible for driving VFA’s multi-faceted approach to investments, advice and financial planning.
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  • Scott Kirksey Named CEO at BenefitMall
    Scott Kirksey Named CEO at BenefitMall

    To lead the firm into accelerated growth in the new era of payroll and employee benefits

    BenefitMall, a provider of employee benefits, payroll, and HR services to small- and medium-sized businesses across the U.S., today announced that Scott Kirksey, formerly President of the company, has assumed the role of Chief Executive Officer, effective January 1, 2018.
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  • Vincent M. D’Addona, Elected to Estate Planning Hall of Fame
    Vincent M. D’Addona, Elected to Estate Planning Hall of Fame

    Honored as an Accredited Estate Planner® (Distinguished) designee by the National Association of Estate Planners & Councils

    The National Association of Estate Planners & Councils (NAEPC) is pleased to recognize Vincent M. D’Addona MSFS, CLU®, ChFC®, CExP, RICP® as an entrant into the Estate Planning Hall of Fame® as a recipient of the Accredited Estate Planner® (Distinguished) Designation for 2017.
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  • Sid Gandhi Named Chief Strategy and Enterprise Technology Officer at Securian
    Sid Gandhi Named Chief Strategy and Enterprise Technology Officer at Securian

    137-year-old financial services company in midst of “tech boom” as it digitally revolutionizes its business

    Securian Financial Group has named Sid Gandhi chief strategy and enterprise technology officer, reporting to Chris Hilger, Securian’s chairman, president and CEO.
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  • Maurice L. Stewart Awarded 2017 Huebner Medal
    Maurice L. Stewart Awarded 2017 Huebner Medal

    Executive consultant at Penn Mutual receives industry recognition from The American College of Financial Services

    The Penn Mutual Life Insurance Company (Penn Mutual) is excited to announce that Maurice L. Stewart, executive consultant at the company, has been named The American College of Financial Services’ 2017 Huebner Award recipient. Stewart was presented the Solomon Huebner Gold Medal on November 17th at The Franklin Institute in Philadelphia, PA.
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  • Jennifer Wolf Among “Top Women in Finance”
    Jennifer Wolf Among “Top Women in Finance”

    Advantus Capital vice-president leads company's legal team

    Jennifer Wolf, vice president and chief legal officer of Advantus Capital Management, has been honored as one of the Finance & Commerce newspaper’s 2017 “Top Women in Finance.”
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  • Brad Weber Hired as Retirement Plan Consultant at Standard
    Brad Weber Hired as Retirement Plan Consultant at Standard
    The Standard announced the hiring of Brad Weber as a retirement plan consultant for its West Sales Region. He is based in The Standard’s Denver, Colorado, retirement plans sales and service office, covering Colorado, New Mexico, Utah and Wyoming.
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  • CNO Financial Group Names Yvonne Franzese Chief Human Resources Officer
    CNO Financial Group Names Yvonne Franzese Chief Human Resources Officer

    A proven track record in organizational talent management

    CNO Financial Group, Inc. (NYSE: CNO) today announced that Yvonne Franzese has been named Chief Human Resources Officer. Franzese will report directly to Gary Bhojwani, CNO President and CEO successor.
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