Deals & People October 18, 2010

Symetra Names National Sales Manager

Symetra Life Insurance Company named Richard Moran vice president and national sales manager for the company’s retirement and life insurance products.
Reported by

Moran will be responsible for sales planning, territory management, team development, and producer support.   

According to a press release, Moran most recently managed a retirement income sales team at MassMutual Financial Group. Prior to MassMutual, he held a variety of sales and marketing positions at UBS Financial Services, Bear Stearns, Smith Barney, and Merrill Lynch.  

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Moran earned a bachelor’s degree in economics at the University of Massachusetts at Amherst.
Deals & People October 18, 2010

Forward Management Adds to Sales Force

Forward Management, LLC hired Victor Melinauskas as Regional Sales Director for the Pacific Northwest Territory.
Reported by

Melinauskas will focus on serving financial advisers, as well as executing Forward’s business strategy, in the Northwest region. According to the announcement, the appointment comes as Forward continues to expand its line-up of investment products, particularly in the alternative investment area, which have helped double the firm’s assets under management to $6 billion as of September 30, 2010.  

Before joining Forward, Melinauskas was a Vice President and Wealth Management Consultant for the U.S. intermediary business at American Century Investments where he managed the Northern California territory for their wealth management channel. Previously, he served as a Principal and Business Development Officer at Barclays Global Investors where he helped educate advisers on the strategic and tactical use of ETFs. He was previously a Senior Manager at Charles Schwab & Co. in San Francisco where he focused on strategic planning and corporate development, and also held analyst positions at WestCap Investors, Mullin Consulting and Retirement Planning Group, LPL.    

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Melinauskas holds an MBA from The Anderson School of Business at UCLA and a BA in Business Economics from the University of California, Santa Barbara.

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