Names

  • Aarti S. Shah Appointed to Northwestern Mutual Board of Trustees
    Aarti S. Shah Appointed to Northwestern Mutual Board of Trustees

    Extensive experience in analytics and data sciences

    Northwestern Mutual, a leading financial security company, announced today that Aarti S. Shah, Ph.D., has been appointed to serve on the company's board. Shah is the senior vice president and chief information and digital officer for Eli Lilly and Company, a global healthcare leader.
    read more
  • Rick Wortman Named Chair of LICONY
    Rick Wortman Named Chair of LICONY

    Begins two-year term

    Frederick L. Wortman, FLMI®, CLU®, RHU®, ChFC®, ACS®, AIAA™, REBC®, AIRC™ AAPA™, Senior Executive Vice President, Chief Marketing Officer and Chief Administrative Officer, has begun his two-year term as Chair of the Life Insurance Council of New York (LICONY). Rick was elected to that position at LICONY’s annual meeting, which was held this past October.
    read more
  • Susan Thomas Named  2020 Board Chair for Life Insurers Council
    Susan Thomas Named 2020 Board Chair for Life Insurers Council

    Slate of 2020 officers also named

    The LOMA Life Insurers Council today announced that Susan A. Thomas, president and CEO of Texas Service Life Insurance Company, will serve as the new Board of Directors Chair for 2020.
    read more
  • Tim O’Grady Promoted to President of American Portfolios Financial Services, Inc.
    Tim O’Grady Promoted to President of American Portfolios Financial Services, Inc.

    Succession planning for corporate leadership focuses on sustainability, independence

    American Portfolios Financial Services, Inc. (AP) is pleased to formally announce that Tim O’Grady has officially assumed the role of president for the privately-held, independent broker/dealer (IBD), serving more than 700 producing investment professionals nationwide.
    read more
  • Karen McColl To Lead Defined Benefit Business at MassMutual
    Karen McColl To Lead Defined Benefit Business at MassMutual

    To manage the strategy to grow share of pension marketplace

    Massachusetts Mutual Life Insurance Company (MassMutual) has appointed Karen McColl to lead its Defined Benefit (DB) business. She reports to Keith McDonagh, Head of Institutional Solutions.
    read more
  • Edward Seeger Named Sales Manager, Broker Dealer Channel
    Edward Seeger Named Sales Manager, Broker Dealer Channel

    To oversee the team of regional VPs

    W&S Financial Group Distributors, Inc., wholesale distributor of annuities and life insurance from Western & Southern Financial Group member companies, has named Edward P. Seeger, CRPC, sales manager, broker-dealer channel.
    read more
  • Brad Wright Named President of FPA- Mass
    Brad Wright Named President of FPA- Mass

    Announces Inna Rivilis - president elect; Andrew Cipro - membership director

    The Financial Planning Association of Massachusetts in Westborough recently announced elections to its Board of Directors: Brad Wright began his one-year term as FPA MA President, former Membership Director, Inna Rivilis, was elected President-Elect, and Andrew Cipro was newly elected to the board and will serve a 3-year term as Membership Director. The terms began…
    read more
  • Bradley Ridnour Named Head Of Worksite Distribution
    Bradley Ridnour Named Head Of Worksite Distribution

    To focus sales of voluntary and executive benefits

    Bradley Ridnour has been appointed Head of Worksite Distribution for Massachusetts Mutual Life Insurance Company (MassMutual®), responsible for sales of voluntary and executive benefits at the workplace.
    read more
  • Nag-Bushan Odekar Named SVP of HealthView Services and HealthyCapital
    Nag-Bushan Odekar Named SVP of HealthView Services and HealthyCapital

    To lead growth, thought leadership

    HealthView Services and HealthyCapital announced today that Nag-Bushan Odekar has joined as chief strategy ad marketing officer. In this capacity, he will play a key role in the firms’ continued growth, pursuit of new business opportunities, and thought leadership.
    read more
  • Heather Kelly Named SVP of Advisory Sales and Strategic Accounts at Allianz
    Heather Kelly Named SVP of Advisory Sales and Strategic Accounts at Allianz

    To Lead Advisory Channel Growth for Company

    To Lead Advisory Channel Growth for Company Kelly brings 25 Years of Advisory/RIA and Broker Dealer Experience  MINNEAPOLIS – Jan. 7, 2020 – Allianz Life Insurance Company of North America (Allianz Life®) announced today that it has hired Heather Kelly as Senior Vice President of Advisory Sales and Strategic Accounts. Kelly will be responsible for…
    read more
  • Bob Jurgensmeier Elected Ameritas Executive Vice President
    Bob Jurgensmeier Elected Ameritas Executive Vice President

    To manage individual product and independent distribution

    Bill Lester, Ameritas chief executive officer, announces the election of Bob Jurgensmeier to executive vice president – individual product and independent distribution, effective Jan. 1, 2020.
    read more
  • Timothy Kastrinelis Named National Director, Partnership Development at Purchasing Power®
    Timothy Kastrinelis Named National Director, Partnership Development at Purchasing Power®

    To focus on strengthening and expanding intermediary business partner relationships

    Timothy Kastrinelis has been appointed National Director, Partnership Development at Purchasing Power, LLC, one of the fastest-growing voluntary benefit companies offering a leading employee purchase program through the convenience of payroll deductions.
    read more
  • Mindi Work Appointed SVP, Chief of Strategy at Symetra
    Mindi Work Appointed SVP, Chief of Strategy at Symetra

    Three Retirement, Benefits, and Life division executives promoted to senior vice president

    Symetra Life Insurance Company today announced the appointment of Mindi Work to senior vice president, chief of strategy, a new role for the organization. Ms. Work will lead the company’s corporate strategic planning process, working closely with members of the Symetra Leadership Team.
    read more
  • Justin Camisa Joins Voya Retirement
    Justin Camisa Joins Voya Retirement

    To Expand its Institutional Sales Team for its Tax-Exempt Business

    Voya Retirement has recently hired Justin Camisa as vice president, Institutional Clients for the company’s Tax-Exempt Markets business, effective Dec. 16, 2019.
    read more
  • Paula Bartgis Named CIO for Sun Life Financial
    Paula Bartgis Named CIO for Sun Life Financial

    Brings a proven track record of orchestrating complex, large-scale initiatives

    Sun Life U.S. announced today that it has named Paula Bartgis as senior vice president and chief information officer (CIO). Bartgis will have responsibility for the company's Information Technology operations, focused on delivering outstanding client experiences through innovative digital, data and analytic tools and practices.
    read more
  • Jim Garabedian Named Managing Director of Lakeshore Wealth Strategies
    Jim Garabedian Named Managing Director of Lakeshore Wealth Strategies

    Driving strategic growth and retention for Penn Mutual's Chicago Agency

    The Penn Mutual Life Insurance Company (Penn Mutual) is pleased to announce Jim Garabedian as the new managing director of its Chicago agency, Lakeshore Wealth Strategies.
    read more
  • Andrew McMahon Named President at Guardian
    Andrew McMahon Named President at Guardian

    Brings a 'history of innovation and leadership'

    The Guardian Life Insurance Company of America announced today that Andrew McMahon, an industry veteran and head of the company’s largest business, has been elected President by its Board of Directors. 
    read more
  • Angela Vlach Named CEO of Financial Advocates
    Angela Vlach Named CEO of Financial Advocates

    A 'passing of the torch' that has been in process over the past several years

    Financial Advocates today announced that Angela Vlach has been appointed Chief Executive Officer and LPL Branch Office Manager effective November 2019. Vlach has served as the firm's President and Chief Operations Officer since 2009.
    read more
  • Kurt Shallow Named SVP, Agency and Advisor Distribution for Ameritas
    Kurt Shallow Named SVP, Agency and Advisor Distribution for Ameritas

    To execute the company's wealth and management strategy

    Ameritas Chair JoAnn Martin announced today Kurt Shallow as the senior vice president– agency and advisor distribution of Ameritas Life Insurance Corp. and president of Ameritas Investment Corp.
    read more
  • Maureen Kerrigan Receives RBC Gail Winslow Award
    Maureen Kerrigan Receives RBC Gail Winslow Award

    Providence advisor recognized at WAFA conference

    RBC Wealth Management’s Maureen Kerrigan, financial advisor in the Providence, R.I. branch, recently received the firm’s 2019 Gail Winslow Award. The honor recognizes women at the firm who demonstrate exemplary efforts to help attract, support and retain women clients and financial advisors.
    read more
  • D. Joeff Williams New President of American Academy of Actuaries
    D. Joeff Williams New President of American Academy of Actuaries

    Succeeds Shawna Ackerman

    D. Joeff Williams of Winston-Salem, N.C., began his term as president of the American Academy of Actuaries today, succeeding 2018–19 Academy President Shawna Ackerman.
    read more