For more stories like this, sign up for the PLANADVISERdash daily newsletter.
Deals & People August 4, 2014
CUNA Retirement Adds Relationship Managers
CUNA Mutual Retirement Solutions has added two new members to its institutional relationship management leadership team.
Reported by PLANADVISER staff
The company announced the hire of Paul Swanson in the role of vice president for intermediary sales and institutional relationship management. He joins the CUNA organization with more than 26 years of experience in the retirement industry and a lengthy track record of leadership at companies such as ING, Prudential Retirement and Lincoln Financial Group. Swanson was most recently managing director of the intermediary-sold defined contribution investment-only (DCIO) and sub-advisory businesses for SEI Investments.
Swanson will lead CUNA Mutual Retirement Solutions’ intermediary and institutional sales efforts and will report to Paul Chong, senior vice president.
“Aligning our intermediary and institutional groups will allow us to more closely coordinate our wholesaling activities with our sales partners in the DCIO and broker/dealer worlds,” Chong explains.
CUNA Mutual Retirement Solutions also announces the promotion of Chris Phillips to director of institutional sales—a role in which he will report directly to Swanson. Phillips is responsible for institutional sales and managing the firm’s broker/dealer and DCIO relationships. Chong says Phillips has built strong relationships with top broker/dealers and DCIO firms in his previous position as director of strategic accounts.
More information is available at www.cunamutualrs.com.