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Deals & People March 30, 2010
NYLife Retirement Adds to Sales Staff
New York Life Retirement Plan Services has added three new executives to its sales organization.
Reported by Nevin E. Adams
According to an announcement, Scott Gerber has joined the firm as director of consultant relations, a new position, effective immediately. In his new role, he will report to Mark Strazzeri, managing director of sales. In addition, the firm has appointed Chris Burkhard as vice president of sales for the Southern region and Peter Hillman as vice president of sales for the Western region.
Gerber joins New York Life from Diversified Investment Advisors where he served for nine years as director of consultant relations. Earlier in his career, Gerber was a consultant at Evaluation Associates and an investment consultant at Defined Contribution Advisors. He has also worked as a fund analyst at American Express, a risk analyst at Cargill, Inc., and a rating specialist at Standard & Poor’s Corporation.
Prior to his new role at New York Life Retirement Plan Services, Chris Burkhard was a senior account executive and vice president at Fidelity Investments, managing retirement plan sales in the Southwest. Before his 10 years with Fidelity, Burkhard worked in retirement plan sales for PaineWebber (now UBS), and held marketing roles at Cummer/Moyers Capital Advisors, Inc. and Green Investment Management, Inc. He will report to vice president of sales Bill Kline.
Peter Hillman, who will report to Sean Kelley, director of sales in the Western Region, will be responsible for both mid- and small-market sales. With 20 years of experience in financial services, Hillman joins New York Life from ADP Retirement Services, where he served for eight years as the retirement services district sales manager in the Pacific Northwest and Midwest.