Names

  • Kristen Kimmell Appointed Head of Advisor Recruiting & Field Marketing for RBC
    Kristen Kimmell Appointed Head of Advisor Recruiting & Field Marketing for RBC

    Company 'ups the ante' on bringing women advisors into the business

    RBC Wealth Management—U.S. is pleased to announce that it has appointed Kristen Kimmell as Head of Advisor Recruiting & Field Marketing, making her one of few women to hold the top advisor recruiting role in the wealth management industry.
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  • William Vens Named AVP at American Financial Group
    William Vens Named AVP at American Financial Group

    Brings 23 years of financial management experience

    American Financial Group, Inc. (NYSE: AFG) is pleased to announce that William Vens has joined the Company as Assistant Vice President and Assistant Treasurer.
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  • David Stoeffel Senior Named VP, Business Development, By American College
    David Stoeffel Senior Named VP, Business Development, By American College

    To lead Business Development sales team

    To lead Business Development sales team KING OF PRUSSIA, Pa., Aug. 1, 2019 /PRNewswire/ — President and CEO George Nichols III today named David Stoeffel, CLU®, ChFC®, as senior vice president for business development at The American College of Financial Services beginning August 8, 2019. Stoeffel comes to The American College from Northwestern Mutual Investment Services,…
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  • 2020 MDRT Leadership Propels Personal and Professional Growth for U.S. Members
    2020 MDRT Leadership Propels Personal and Professional Growth for U.S. Members

    2020 Initiatives will focus on elevating connectivity and business growth opportunities

    The 2020 Executive Committee strengthens MDRT’s offerings for the world’s leading financial professionals as Regina Bedoya, CLU, ChFC, takes her place as 94th President and newcomer Peggy Tsai, RFP, CCFP, assumes the role of Secretary. The five committee leaders create a unique combination which elevates MDRT’s service and embodiment of its membership base.
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  • Greg Poplarski Named RVP for Central Division at One America
    Greg Poplarski Named RVP for Central Division at One America

    Will lead a 13-person sales team providing retirement services in 16 states

    OneAmerica® welcomes a retirement services (RS) industry veteran to its leadership ranks as it fills the Central Region RVP position. Greg “Pops” Poplarski will lead the central division as a regional vice president, joining Mark Glavin (who continues as the West Region RVP) and Todd Smiser (who continues as the East Region RVP).
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  • Matt King Joins Securian Financial as National TPA Relationships Director
    Matt King Joins Securian Financial as National TPA Relationships Director

    A focus on strategic relationships, superior service and innovative solutions

    Industry veteran Matt King has joined Securian Financial as national Third Party Administrator (TPA) relationships director for the company’s retirement solutions division. Based in West Hartford, Conn., King is responsible for developing a TPA program focused on strategic relationships...
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  • Ann Frigon, $100 Million Wealth Management Advisor , Joins Farm Bureau Financial
    Ann Frigon, $100 Million Wealth Management Advisor , Joins Farm Bureau Financial

    Brings a strong background in the investment management and financial services industries

    Farm Bureau Financial Services today announced Ann Frigon has joined the company as a Wealth Management Advisor. Ann brings more than $100 million in assets under management (AUM) and joins Farm Bureau Financial Services with a strong background in the investment management and financial services industries.
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  • Randolph W. Melville appointed to Northwestern Mutual Board of Trustees
    Randolph W. Melville appointed to Northwestern Mutual Board of Trustees

    Former President of Frito-Lay Corp

    Northwestern Mutual, a leading financial security company, announced today that Randolph W. Melville has been appointed to serve on the company's board.
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  • Scott Cremens Joins Disability Insurance Services as Regional Brokerage manager
    Scott Cremens Joins Disability Insurance Services as Regional Brokerage manager

    To focus on the Hartford region

    Disability Insurance Services, a leading provider of disability insurance solutions, announced the hiring of Scott Cremens as Regional Brokerage Manager; the company's first RBM in Connecticut.
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  • Krista Barkovich, Josh Cesare Named Regional VPs at Voya
    Krista Barkovich, Josh Cesare Named Regional VPs at Voya

    Voya Continues Growth in Retirement Small-Mid Market

    Voya Retirement recently brought on two new regional vice presidents to the company’s Small-Mid Corporate Market business: Josh Cesare and Krista Barkovich. “Josh and Krista share a common goal of wanting to help drive greater retirement outcomes for our plan sponsor clients and their employees,” said Bill Elmslie, head of National Intermediary Distribution for Voya’s…
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  • Sabra Purtill Named Deputy CFO, Head of Treasury, Investor & Rating Agency Relations and Corporate Development at AIG
    Sabra Purtill Named Deputy CFO, Head of Treasury, Investor & Rating Agency Relations and Corporate Development at AIG

    To oversee AIG’s engagement with key financial stakeholders

    American International Group, Inc. (NYSE: AIG) today announced that Sabra Purtill will join the company in a newly established role as Deputy CFO, Head of Treasury, Investor & Rating Agency Relations, and Corporate Development, effective August 28. Ms. Purtill will be based in New York and report to Mark Lyons, AIG’s Executive Vice President and…
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  • Ekaterina Sheliga Joins The Standard as Institutional Sales Director
    Ekaterina Sheliga Joins The Standard as Institutional Sales Director

    To work with the national sales team, targeting growth

    The Standard announced it has hired Ekaterina (Katie) Sheliga as institutional sales director for Retirement Plan Services. She will be responsible for working with The Standard’s national sales team to grow business with key national partners.
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  • Tina Wilson Named Chief Product Officer At Empower Retirement
    Tina Wilson Named Chief Product Officer At Empower Retirement

    To 'drive product vision and development'

    Empower Retirement today announced the appointment of Tina Wilson as Senior Vice President Chief Product Officer, where she will lead the product strategy and delivery of retirement plan and retail products. The appointment is effective Sept. 9, and she will report to Empower President and CEO Edmund F. Murphy, III.
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  • Eric Stevenson to Lead Nationwide’s Retirement Plans Business
    Eric Stevenson to Lead Nationwide’s Retirement Plans Business

    To 'expand the retirement plans market share'

    Eric Stevenson will be the next leader of Nationwide's retirement plans business. Stevenson steps into the role succeeding John Carter, who was recently named President and Chief Operating Officer-elect over all of Nationwide's financial services business lines.
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  • Clari Nolet, CFP® Joins Team Hewins as Senior Financial Advisor
    Clari Nolet, CFP® Joins Team Hewins as Senior Financial Advisor

    An expert in advising divorcing women on financial matters and guiding them towards financial independence

    Clari Nolet, a CERTIFIED FINANCIAL PLANNER™* and experienced wealth advisor, has joined Team Hewins’ award-winning** Wealth Management team in the firm’s Redwood City, CA headquarters.
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  • John Straus, Jr. Named to Forbes’ List of Top Next Gen Wealth Advisors
    John Straus, Jr. Named to Forbes’ List of Top Next Gen Wealth Advisors

    For UBS Private Wealth advisor, recognition of an exceptional career in financial services

    UBS Financial Services Inc. announced today that John Straus, Jr. CFP®, a Private Wealth Advisor in the Firm’s New York Private Wealth office has been named to Forbes' List of Top Next Generation Wealth Advisors for 2019.
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  • Charlene Glidden Named VP, Claims At Colonial
    Charlene Glidden Named VP, Claims At Colonial

    To be responsible for claims, contact center and account services

    Charlene Glidden has been named vice president of claims, contact center and account services at Colonial Life. In this role, she is responsible for premium and billing, account and policyholder administration, policyholder contact center, claims operations and support services.
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  • Neal Sample Appointed CIO at Northwestern
    Neal Sample Appointed CIO at Northwestern

    To lead a continued digital transformation

    Northwestern Mutual announced today the appointment of Neal Sample to chief information officer (CIO). Sample will head the technology organization at Northwestern Mutual and be responsible for leading the company's major technology systems and further developing its financial planning digital platforms.
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  • Steve Marquis, Jeff Lambert Join Boston Mutual as Senior Regional Sales Directors
    Steve Marquis, Jeff Lambert Join Boston Mutual as Senior Regional Sales Directors

    To oversee sales and support in the South Atlantic  and Illinois-Wisconsin regions of the U.S.

    Boston Mutual Life Insurance Company, a national provider of insurance solutions for individuals and at the workplace, today announced that Jeff Lambert and Steve Marquis have been appointed Senior Regional Sales Directors for the life insurance carrier.
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  • Kyle Birchall Joins Voya as RVP Sales
    Kyle Birchall Joins Voya as RVP Sales

    Voya Grows Sales Talent in the Northeast

    Voya Retirement recently hired Kyle Birchall as a regional vice president of Sales, eastern Pennsylvania region, for the company’s Small-Mid Corporate Market business.
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  • Leston Welsh Named Head of Products for Prudential Group Insurance
    Leston Welsh Named Head of Products for Prudential Group Insurance

    Leadership changes underscore focus on Financial Wellness strategy

    Leston Welsh has been promoted to head of Products for Prudential Group Insurance. Prudential Group Insurance is a unit of Prudential Financial, Inc. (NYSE:PRU). In his new role, Welsh will be responsible for Prudential’s Group Life, Servicemembers’ Group Life Insurance (SGLI), Disability and Voluntary products.
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