Names

  • Producer John Garner Joins Alliant Insurance Services’ Employee Benefits Team
    Producer John Garner Joins Alliant Insurance Services’ Employee Benefits Team

    Employee benefits expert uses a hyper-personalized approach to bolster Alliant’s growing Southeast presence

    John Garner has joined Alliant Insurance Services as a Producer within its Employee Benefits Group. Based out of Alliant’s Atlanta office, Garner will provide his expertise to clients in the Southeast region.
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  • Laura Cushing Named New Chief Human Resources Officer Of Pacific Life
    Laura Cushing Named New Chief Human Resources Officer Of Pacific Life

    Cushing will be responsible for all aspects of Pacific Life’s global Human Resources organization and strategy

    Cushing will be responsible for all aspects of Pacific Life’s global Human Resources organization and strategy April 15, 2024 02:00 PM Eastern Daylight Time--NEWPORT BEACH, Calif.--(BUSINESS WIRE)--Pacific Life today announced Laura Cushing has been hired as the new chief human resources officer (CHRO) of Pacific Life, effective April 23, 2024. She will report to President…
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  • Amy Zamikovsky Joins Transform Wealth As Financial Advisor 
    Amy Zamikovsky Joins Transform Wealth As Financial Advisor 

    Zamikovsky brings over a decade of industry experience to Transform Wealth

    Transform Wealth is pleased to announce it has hired Amy Zamikovsky as a Senior Financial Advisor.
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  • Jeremy Horner Promoted To VP Of Individual Disability Insurance & Corporate Development By The Standard
    Jeremy Horner Promoted To VP Of Individual Disability Insurance & Corporate Development By The Standard

    Horner also responsible for investor relations, as well as mergers and acquisitions

    Horner also responsible for investor relations, as well as mergers and acquisitions PORTLAND, Ore.--(BUSINESS WIRE)--Standard Insurance Company (The Standard) announced today that Jeremy Horner has been promoted to vice president of Individual Disability Insurance and Corporate Development. In his new role, Horner is responsible for investor relations, as well as mergers and acquisitions, while retaining…
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  • Matthew Lambert Joins Power Wealth Management as a Senior Wealth Advisor
    Matthew Lambert Joins Power Wealth Management as a Senior Wealth Advisor

    Lambert has more than 17 of years experience in wealth management and financial services

    Power Wealth Management is thrilled to announce that Matthew Lambert has joined the firm as a Senior Wealth Advisor.
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  • Wealth Manager David Gottlieb Joins Savvy Advisors
    Wealth Manager David Gottlieb Joins Savvy Advisors

    With deep background in helping clients manage complex real estate portfolios, Gottlieb brings a differentiated skillset to the modern registered investment advisor

    Savvy Advisors Inc. (“Savvy”), a registered investment advisor (“RIA”) affiliated with Savvy Wealth Inc., today announced that David Gottlieb has joined the firm as a wealth manager.
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  • Leston Welsh Named CEO Of ShelterPoint
    Leston Welsh Named CEO Of ShelterPoint

    Richard White assumes board chairmanship

    Effective immediately, Richard White, who has led ShelterPoint Life Insurance Company (ShelterPoint) as CEO since 2009, is moving into the role of Executive Chairman of the Board of Directors, with the company’s existing Chairman, Dr. Seth Goldberg, remaining on the Board as a Director.
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  • Tim Edwards Joins Alliant Insurance Services As Senior Vice President In Real Estate Specialty
    Tim Edwards Joins Alliant Insurance Services As Senior Vice President In Real Estate Specialty

    New York broker will service real estate and hospitality clients with large property risks

    Tim Edwards has joined Alliant Insurance Services as Senior Vice President, Alliant Specialty, within the company’s Real Estate & Hospitality specialty vertical.
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  • Gary Pestana Joins Alliant Insurance Services As Managing Director In Real Estate Specialty
    Gary Pestana Joins Alliant Insurance Services As Managing Director In Real Estate Specialty

    30+ year insurance industry veteran serves real estate owners, operators and developers nationwide

    Gary Pestana has joined Alliant Insurance Services as Managing Director, Alliant Specialty, within the company’s Real Estate & Hospitality specialty vertical.
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  • Peter McGoldrick Joins Alliant Insurance Services, Serves Power Generation Client Base
    Peter McGoldrick Joins Alliant Insurance Services, Serves Power Generation Client Base

    McGoldrick focuses on serving developers, owners and operators of thermal and renewable power generation facilities

    Peter McGoldrick has joined Alliant Insurance Services as Senior Vice President, Alliant Specialty, in the company’s Tampa, Florida, office. Drawing upon his extensive 25-year insurance career, McGoldrick focuses on clients who develop, construct and operate thermal and renewable power generation facilities.
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  • Roger Hobby Joins Empower As EVP For Personal Wealth
    Roger Hobby Joins Empower As EVP For Personal Wealth

    Seasoned leader to drive new unit’s focus on providing world-class advice and service

    Empower announced today that Roger Hobby will join the company as Executive Vice President and Head of Advisory & Distribution for the firm’s wealth management business – Empower Personal Wealth™.
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  • Matt Berman And Tom Dempsey Join The LL Global Board Of Directors
    Matt Berman And Tom Dempsey Join The LL Global Board Of Directors

    The LL Global board provides oversight and guidance to LIMRA and LOMA to ensure the strategic direction continues to meet the changing needs of member companies

    LL Global, the parent company of LIMRA and LOMA, today announced Matt Berman, president and chief executive officer, Foresters Financial, and Tom Dempsey, chief distribution officer, Integrity, have joined the LL Global board of directors in 2024 to complete the terms of other directors who were unable to fulfill the remainder of their elected terms.
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  • Lou Spina Hired As Senior Vice President By Alliant Insurance Services
    Lou Spina Hired As Senior Vice President By Alliant Insurance Services

    Surety industry veteran brings 36 years’ experience to Alliant’s surety brokerage operation

    Alliant Insurance Services has hired Lou Spina as Senior Vice President, Alliant Specialty, bolstering the company’s New York-based surety team. The surety industry veteran brings more than 36 years of experience and will service Alliant’s surety clients along the East Coast.
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  • Todd Taylor Named Head Of Life Insurance Solutions By New York Life
    Todd Taylor Named Head Of Life Insurance Solutions By New York Life

    Matt Wion named head of retail annuities

    New York Life, America’s largest mutual life insurer[1], today announced that Todd Taylor has been named Head of Life Insurance Solutions, a key area of the company’s Foundational Business.
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  • Dan Hetzel Joins Ausdal Financial As New General Counsel
    Dan Hetzel Joins Ausdal Financial As New General Counsel

    Hetzel will lead corporate legal initiatives, manage ongoing legal matters, and support AFP's advisors through consultations and education

    Ausdal Financial Partners (AFP), a leading independent securities broker-dealer, is delighted to announce Dan Hetzel as its new General Counsel. Hetzel, a seasoned veteran in financial services litigation and regulatory compliance, joins AFP to enhance the firm's legal framework and support its strategic growth initiatives.
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  • Anthony T. Mazzei, Sr. Inducted Into Finseca Hall Of Fame
    Anthony T. Mazzei, Sr. Inducted Into Finseca Hall Of Fame

    Mazzei awarded due to his commitment to leadership, mentorship, advocacy efforts, and improving the lives and financial security of countless clients

    Finseca is pleased to announce that Anthony T. Mazzei, Sr., Chairman and Founding Partner at National Financial Network, an agency of The Guardian Life Insurance Company of America (Guardian), will be honored this evening with the prestigious Finseca Hall of Fame Award at the Leaders and Managers Program (LAMP) 2024 in Denver, CO.
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  • Brooke Juniper Named CEO Of TIFIN’s AI-Powered Investment Assistant, Sage
    Brooke Juniper Named CEO Of TIFIN’s AI-Powered Investment Assistant, Sage

    The former Blackrock executive joins to accelerate the adoption of investment-related conversational AI capabilities within Wealth Enterprise firms

    TIFIN, a leading AI and innovation platform for wealth, announces the appointment of Brooke Juniper as the Chief Executive Officer of Sage, its AI-driven investment platform that acts as a personalized CIO, helping advisors through quick ideation and actionability for each client and prospect portfolio.
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  • Sean McCartney Joins Pacific Life As Head Of It’s Distribution For Workforce Benefits Business
    Sean McCartney Joins Pacific Life As Head Of It’s Distribution For Workforce Benefits Business

    McCartney will oversee the development and implementation of the division’s sales and account management strategy

    Pacific Life announced today Sean McCartney as vice president and head of distribution of its Workforce Benefits business. In his role, he will oversee the development and implementation of the division’s sales and account management strategy.
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  • Retirement Plan Specialist Trenton Hazen Joins The Nepsis Team
    Retirement Plan Specialist Trenton Hazen Joins The Nepsis Team

    Hazen will support business owners as they strive to provide the best possible retirement solutions to their workforce

    Nepsis, Inc. (“Nepsis®”), a national financial advisor and investment management firm, is strengthening its retirement plans solutions division and overall family office framework by welcoming Trenton Hazen, a retirement plan specialist, to its team.
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  • Deborah Leone Elected To Corebridge Financial’s Board Of Directors
    Deborah Leone Elected To Corebridge Financial’s Board Of Directors

    Former Goldman Sachs partner brings more than 30 years of financial, digital and risk management experience

    Corebridge Financial, Inc. (NYSE: CRBG) today announced that its Board of Directors elected Deborah Leone as an independent director on March 5, 2024.
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  • Scott Pawlich Hired By Voya Financial
    Scott Pawlich Hired By Voya Financial

    Pawlich hired to support the company’s central southeast Wealth Solutions Sales team

    Voya Financial has hired Scott Pawlich as a sales director for the company’s Wealth Solutions sales team, covering emerging markets in the central southeast region.
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