Names

  • Jamie Ohl and Dick Mucci Promoted to Senior Leadership Positions at Lincoln
    Jamie Ohl and Dick Mucci Promoted to Senior Leadership Positions at Lincoln

    Have led their respective businesses to strong results and growth

    Lincoln Financial Group (NYSE: LNC) announced today that Jamie Ohl and Dick Mucci, who lead the company’s Retirement Plan Services and Group Benefits businesses respectively, have been promoted to Executive Vice President and are now members of the company’s Senior Management Committee.
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  • Michelle Bottomley Joins New York Life as Chief Marketing Officer
    Michelle Bottomley Joins New York Life as Chief Marketing Officer

    To manage the brand across the enterprise

    New York Life has appointed Michelle Bottomley as chief marketing officer (CMO). As the most senior marketing leader at the company, Ms. Bottomley is responsible for the New York Life brand across the enterprise, with a distinct focus on driving business outcomes for the company’s core life insurance business.
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  • Jason  Lilien Named SVP of Operations at OneAmerica
    Jason Lilien Named SVP of Operations at OneAmerica

    Financial services veteran to lead new enterprise operations team

    OneAmerica® today announced the appointment of Jason Lilien as senior vice president of enterprise operations for the Indianapolis-based financial services company. Lilien brings nearly 25 years of financial and operational experience to the newly created role
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  • Rich Siegel Joins Sixpoint Partners
    Rich Siegel Joins Sixpoint Partners

    Firm Expands Capital Solutions Team Focused on Secondaries / Co-Investment

    Sixpoint Partners, a leading advisor serving the middle-market private equity industry, today announced the appointment of Richard Siegel as Vice President on its Capital Solutions team. In his new role, Mr. Siegel will be responsible for due diligence, execution and origination efforts in the secondaries and co-investment markets.
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  • David Wiesner Named President of Penn’s Leap Systems
    David Wiesner Named President of Penn’s Leap Systems

    Brings decades of experience to prominent financial systems provider

    The Penn Mutual Life Insurance Company (Penn Mutual) is pleased to introduce David Wiesner as the new president of Leap Systems, LLC (Leap). As a leading provider of innovative financial systems for financial professionals, Leap welcomes Wiesner’s deep history in business relationship building, innovation, and technology expertise. Wiesner replaces Ande Frazier who is leading a…
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  • Sri Reddy joins Principal as a Senior Vice President in Retirement and Income Solutions
    Sri Reddy joins Principal as a Senior Vice President in Retirement and Income Solutions

    To leadAnnuities, Full Service Payout and Principal Bank businesses

    Principal Financial Group® announced today Sri Reddy, CFA, will become the new Senior Vice President in Retirement and Income Solutions (RIS), effective September 4, 2018. Reddy will lead our Annuities, Full Service Payout and Principal Bank businesses
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  • Sheila Lirio Marcelo Appointed to Northwestern Mutual Board of Trustees
    Sheila Lirio Marcelo Appointed to Northwestern Mutual Board of Trustees

    Influence, innovation and insight

    Northwestern Mutual, a leading financial security company, announced today that Sheila Lirio Marcelo has been appointed to serve on the company's board.
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  • Ashley Bebeau, Andrew Denenberg Named Principals at Strategic Wealth Partners
    Ashley Bebeau, Andrew Denenberg Named Principals at Strategic Wealth Partners

    Promotions Come as Illinois & Wisconsin Wealth Management Firm Celebrates 10 Years of Service

    Strategic Wealth Partners Group, LLC, an independent wealth management firm based in both the Chicago and Milwaukee areas, today announced that Ashley Bebeau and Andrew Denenberg have been promoted to Principals of the firm.
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  • Tracey Edgar, Chris Coudret To Enhance One America’s Life Distribution Strategy
    Tracey Edgar, Chris Coudret To Enhance One America’s Life Distribution Strategy

    OneAmerica® Taps Individual Life Veterans for Strategic Leadership Roles

    OneAmerica® today announced new expanded roles for two experienced Individual Life and Financial Services leaders. Chris Coudret will lead distribution and market strategy for all individual life products, and Tracey Edgar will lead sales and distribution for Care Solutions asset-based long-term care products.
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  • Derek E. Archey, Gonzalo M. Garcia Named to Lifemark Board
    Derek E. Archey, Gonzalo M. Garcia Named to Lifemark Board

    Each to serve four-year terms

    LifeMark Partners, Inc., one of the nation’s largest independent national insurance marketing organizations, announced its new board members today, Derek E. Archey, CFP®, AALU, ALMI®, vice president of Comprehensive Planning, and Gonzalo M. Garcia, CLU®, partner at AgencyONE Insurance Marketing Group, LLC.
They will both serve four-year terms.
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  • Ian Burdette Joins Tribal Capital Markets
    Ian Burdette Joins Tribal Capital Markets

    Senior Managing Director – Head of Trading and Risk

    Tribal Capital Markets, LLC has hired Ian C. Burdette as a Senior Managing Director and Head of Trading and Risk. Mr. Burdette has an extensive background in financial markets and brings with him over twenty years of experience trading USD rate products with a focus in the Agency and Supra/Sovereign debt markets.
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  • Keith J. Collier Named Regional Life Consultant at W&S Financial Group
    Keith J. Collier Named Regional Life Consultant at W&S Financial Group

    To support life insurance distribution through financial institutions

    W&S Financial Group Distributors, Inc., wholesale distributor of annuities and life insurance from Western & Southern Financial Group (Western & Southern) member companies, has named Keith J. Collier as regional life consultant, financial institutions.
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  • Brandi Hartin Joins Voluntary Disruption, A Division of Silverman Benefits Group
    Brandi Hartin Joins Voluntary Disruption, A Division of Silverman Benefits Group

    To be based in Tampa Bay as National Sales Director

    Voluntary Disruption, a Division of Silverman Benefits Group, a leading, national independent enhanced benefits firm, announced its hiring of 19-year industry veteran Brandy Hartin. Hartin will be based out of Tampa Bay, Fla., as Voluntary Disruption’s National Sales Director. 
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  • Jessica Gillespie Appointed Head of National Accounts for Pru
    Jessica Gillespie Appointed Head of National Accounts for Pru

    Bringing 19 years of leadership experience

    Prudential Group Insurance has promoted Jessica Gillespie to vice president, national accounts. She was most recently vice president of Strategic Partnerships & Distribution Excellence. Prudential Group Insurance is a unit of Prudential Financial, Inc. (NYSE:PRU).
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  • Randal Freitag Recieves PA. 2018 CFO of the Year Award
    Randal Freitag Recieves PA. 2018 CFO of the Year Award

    Lincoln Financial Group EVP recognized by the Philadelphia Business Journal

    -Lincoln Financial Group (NYSE: LNC) announced today that Randal Freitag, executive vice president, chief financial officer and head of Individual Life, was recognized by the Philadelphia Business Journal and received its 2018 CFOs of the Year Award
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  • Wade Hinton Appointed VP of Diversity and Inclusion at Unum
    Wade Hinton Appointed VP of Diversity and Inclusion at Unum

    Responsible for strategic diversity and inclusion

    Unum (NYSE: UNM), a leading provider of financial protection benefits in the U.S. and U.K., today said that Wade Hinton has been appointed vice president of Diversity and Inclusion for the company effective August 20.
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  • Brandi Davis-Handy to Lead Communications and Special Events for OneAmerica
    Brandi Davis-Handy to Lead Communications and Special Events for OneAmerica

    Formidable community voice joins leadership team in newly created role

    OneAmerica® today announced the appointment of Brandi Davis-Handy to lead its internal communications, public relations and meeting planning functions of the Indianapolis-based financial services company. Davis-Handy brings 17 years of communications, marketing and stakeholder management experience to her role.
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  • Ed Spehar Named Treasurer at Metlife
    Ed Spehar Named Treasurer at Metlife

    To ensure the 'right capital structure' to support profitable growth

    MetLife, Inc. (NYSE:MET) today announced that Ed Spehar has been named executive vice president and treasurer, reporting to the chief financial officer. The appointment is effective Aug. 16, 2018, and he will be based in New York City.
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  • Carol Johnson, William Goings To Serve On Penn Mutual Board of Trustees
    Carol Johnson, William Goings To Serve On Penn Mutual Board of Trustees

    "Tremendous business experience that will help position us for even greater success in the future"

    “Tremendous business experience that will help position us for even greater success in the future” June 27, 2018 — HORSHAM, Pa.–(BUSINESS WIRE)–The Penn Mutual Life Insurance Company (Penn Mutual) is pleased to announce the election of former executive vice president and president of TD Insurance, William C. (Bill) Goings, and former president and chief operating officer…
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  • Adam Winslow named CEO, AIG International
    Adam Winslow named CEO, AIG International

    To support further international  expansion opportunities

    AIG Life & Retirement, a division of American International Group, Inc. (NYSE:AIG), today announced the appointment of Adam Winslow as Chief Executive Officer, International. Mr. Winslow is currently Chief Executive Officer of AIG Life Limited (U.K.), where he has led the business since its acquisition by AIG in 2015.
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  • Sandy McCarthy to Head Retirement Services for OneAmerica
    Sandy McCarthy to Head Retirement Services for OneAmerica

    Industry veteran brings experience in leading large RS operations, keen focus on customer

    OneAmerica today announced the appointment of Sandy McCarthy as president of Retirement Services. A new addition to the OneAmerica team, McCarthy brings more than 30 years of industry experience, including key leadership roles at Mercer, ING (now Voya) and CitiStreet.
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