- Natalie Wolfsen Named CEO Of Orion
Founder Eric Clarke will transition to leadership support role
Orion Advisor Solutions, a premier provider of wealthtech solutions for fiduciary advisors, today announced a new era for Orion as its Board of Directors named Natalie Wolfsen as the firm’s new Chief Executive Officer, effective mid-October 2023. Natalie will also join Orion’s Board of Directors on that date.
read more - Patricia J. Walsh Appointed Executive Vice President & General Counsel By AIG
Walsh will be responsible for AIG’s legal, compliance, and regulatory functions, in addition to leading government affairs for the company
American International Group, Inc. (NYSE: AIG) today announced that Patricia (Trish) Walsh will join AIG as Executive Vice President and General Counsel, effective December 1, 2023. Ms. Walsh will report to Peter Zaffino, AIG Chairman & Chief Executive Officer, and serve on AIG’s Executive Leadership Team.
read more - Mike Fanning, Former Head Of MassMutual U.S., Joins Board Of Directors At Advisor360°
Fanning’s appointment follows a series of strategic initiatives, partnerships, senior executive hires, and platform enhancements that reinforce Advisor360°’s position as a preeminent player in the wealth management technology space
Advisor360°, a leading provider of integrated software and technology for enterprise wealth management firms, is pleased to announce the appointment of Mike Fanning, former Head of MassMutual U.S., to its Board of Directors. Throughout his 37-year career, Fanning held pivotal roles shaping technology strategies, driving digital transformation, and championing innovation in wealth management.
read more - Ed Deeds Joins Voya Financial As Mid-Market Sales Director
Deeds will be covering Iowa, Illinois, Indiana, Michigan, Minnesota, Ohio and Wisconsin as part of his supporting territories
Voya Financial has hired Ed Deeds as Mid-Market sales director for the company’s Wealth Solutions Mid-Market Sales team.
read more - Financial Advisor Andrew Furste Joins Edward Jones
Furste to serve clients in Albuquerque, New Mexico
Financial services firm Edward Jones is pleased to welcome experienced Financial Advisor Andrew Furste to the firm. With over 15 years of industry experience gained from providing estate, wealth management and retirement planning strategies to families, Furste has become a trusted resource for clients in Albuquerque.
read more - Dara Duane And Dominick Gallares From The Standard Have Received The 2023 PLANSPONSOR Service Star Team Award
The company was honored by plan sponsor clients for exemplary service
A team from The Standard has received the esteemed 2023 PLANSPONSOR Service Star Team Award for exemplary service. The Service Star Award recognizes retirement plan account representatives and relationship managers who, in the words of their plan sponsor clients, have demonstrated exemplary service. Only three individuals and six teams from 152 industry nominees were selected…
read more - Adam Wilson Appointed New VP Of Strategic Partnerships By Lincoln Financial
Wilson overseeing key product, platform and vendor relationships to deliver innovative solutions and services to financial professionals and clients
Lincoln Financial Network (LFN) announced that Adam Wilson has joined as vice president of strategic partnerships, vendor and platform management.
read more - Primerica Names Tracy Tan As Successor To Chief Financial Officer
Tan will assume the role of Chief Financial Officer as of the date that the Company’s existing Chief Financial Officer relinquishes that title, which shall occur no later than April 1, 2024
Primerica, Inc. (NYSE:PRI), a leading provider of financial services to middle-income families in the United States and Canada, today announced the appointment of Tracy Tan to the role of Executive Vice President, Finance reporting to the company’s Chief Executive Officer, Glenn Williams beginning on October 16, 2023.
read more - Financial Advisor Jon Murdock Returns To Edward Jones
Murdock to serve clients in the Seattle area
Financial services firm Edward Jones is pleased to welcome Financial Advisor Jon Murdock, who is rejoining the firm. With nearly a decade of industry experience, Murdock, who began his career as a Financial Advisor at Edward Jones in 2015, will focus on providing comprehensive retirement plan services for small and mid-sized companies in the Seattle…
read more - Amy Goodale Hired By Voya To Support And Service Strategy In Government Market
Goodale is responsible for executing on client engagement and service strategy for the New York City Deferred Compensation Plan relationship
Voya Financial has hired Amy Goodale as vice president, strategic relationship manager for the company’s Wealth Solutions Government Markets team.
read more - Anne F. Ackerley And Andrew J. Harmening Join NorthWestern Mutual’s Board Of Directors
As a mutual company with a responsibility to policyowners, Northwestern Mutual has a Board of Trustees elected by its policyowners with responsibility and governance on company matters
Northwestern Mutual, a leading financial security company, announced today that Anne F. Ackerley and Andrew J. Harmening have been appointed to serve on its Board of Trustees.
read more - Frank Remund Joins Savvy Advisors’ Growing Team of Advisors
Remund marks the seventh advisor to partner with Savvy Advisors, leveraging its integrated technology platform to help optimize daily operations and achieve growth objectives
Savvy Advisors Inc. (“Savvy”), a registered investment advisor (RIA) affiliated with Savvy Wealth Inc., today announced that Frank Remund CFP®, EA has joined the firm as a principal wealth manager.
read more - Mike Sleightholme Appointed President Of Broadridge International
In his new role, Sleightholme will leverage his extensive experience in securities services and financial technology, along with his history of delivering large scale business transformation and his client-centric approach, to continue scaling the Broadridge International business
Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, today announced the appointment of Mike Sleightholme as President of Broadridge International.
read more - Tess Grace Joins Integrity As President Of Integrity Life
Experienced, top-tier executive will lead Integrity's efforts to provide innovative life insurance solutions to agents and consumers as part of its holistic life, health and wealth mission
Integrity Marketing Group, LLC ("Integrity"), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced Tess Grace will become President of Integrity's life insurance division called Integrity Life.
read more - Natalie Wolfsen Named CEO By Orion
Wolfsen to start next month as founder Eric Clarke transitions to leadership support role
Orion Advisor Solutions, a premier provider of wealthtech solutions for fiduciary advisors, today announced a new era for Orion as its Board of Directors named Natalie Wolfsen as the firm’s new Chief Executive Officer, effective mid-October 2023. Natalie will also join Orion’s Board of Directors on that date.
read more - Sally Jewell Named Chair Of Symetra Financial Corporation Board Of Directors
Jewell succeeds Thomas Marra, who recently resigned after serving as chair since 2017
Symetra Financial Corporation (“Symetra”), a wholly owned subsidiary of Sumitomo Life Insurance Company (“Sumitomo”), today announced the designation of Sally Jewell as chair of its board of directors, effective Aug. 24, 2023. Ms. Jewell, former U.S. Secretary of the Interior under President Barack Obama and former CEO of REI, joined Symetra’s board in March 2018.
read more - Andrew Lord Named President Of MDRT Foundation
Lord will help oversee the expansion of the Foundation’s efforts globally as MDRT membership continues to expand and diversify, particularly in the Asia-Pacific region
Portsmouth-based financial advisor Andrew C. Lord, CLU, ChFC, has succeeded Adrian P. Baker, Dip PFS, as the 58th President of the MDRT Foundation.
read more - Brian Hansen Named Chief Development Officer By Sammons Financial
New area to focus on growth strategy outside of traditional insurance and annuity business lines
Sammons Financial Group has named Brian Hansen, General Counsel and Corporate Secretary, to a new role within the company leading the growth strategy outside of its existing lines of business. Hansen will assume the senior-level position of Chief Development Officer, requiring a dedicated focus on growth in new and adjacent spaces to Sammons Financial Group.
read more - Christine Williams Selected For Boston Mutual’s American Council Of Life Insurers (ACLI) Rising Leader Program
National life insurer's vice president honored with appointment to industry organization's program
Boston Mutual Life Insurance Company, a national provider of insurance solutions for individuals and at the workplace, is pleased to announce that Christine Williams, Vice President - Chief Compliance, Privacy, and Anti-Money Laundering Officer, has been selected to participate in the American Council of Life Insurers' (ACLI) Rising Leader program.
read more - Steve Scaringe Joins Ultimus As Senior Vice President, Business Development
Firm continues its commitment to enhancing fund administration and middle office services and solutions by investing in talented professionals
Ultimus Fund Solutions® (Ultimus®), a leading independent provider of full-service technology-enhanced fund administration, accounting, and investor solutions, is pleased to welcome Steve Scaringe as Senior Vice President, Business Development.
read more - Pete Graham Named Next Chief Financial Officer By Sallie Mae
Graham set to join company on Sept. 18 and will officially begin serving as CFO on Oct. 27
Sallie Mae®, formally SLM Corporation, today announced Pete Graham as its next Chief Financial Officer. Graham will join the company on Sept. 18 as an Executive Vice President and will officially assume the role of Chief Financial Officer on Oct. 27.
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