Kyle Mitchum accepted the position of national director of broker/dealer relationships at CPI Qualified Plan Consultants, Inc., a third party recordkeeping and administration company.
Putnam Investments named Gerald Sullivan managing director and senior portfolio manager and Rob Brookby senior vice president and portfolio manager of its U.S. Large Cap Equity group.
Transamerica Financial Advisors, Inc., will be the first major independent broker/dealer to deploy SunGard’s paperless office platform TFA Synergy, available through the Protegent Customer Onboard system.
Russell Investments tapped board member John Schlifske as its new president and CEO after former head Craig Ueland stepped down from the post, the company said.