Deals & People February 21st, 2012 Great-West Appoints Internal Wholesaler Great-West Retirement Services appointed Michael Burke as an internal wholesaler covering the Los Angeles and San Diego areas.
Deals & People February 21st, 2012 The Standard Appoints Vice President Standard Retirement Services Inc. (The Standard) appointed Rob Baumgarten as vice president of Field Service.
Deals & People February 16th, 2012 Mutual of Omaha Appoints VP Mutual of Omaha appointed John Corrieri as vice president of the company’s 401(k) product and distribution.
Deals & People February 16th, 2012 Pyramis Makes Leadership Changes Pyramis Global Advisors, a Fidelity Investments company, hired Mike Jones as its president and CEO.
Deals & People February 16th, 2012 MassMutual Appoints Two to Sales and Client Management MassMutual's Retirement Services Division promoted John Budd and added Brian Mezey to its sales and client management organization.
Deals & People February 16th, 2012 Great-West Appoints Michigan Sales Manager Great-West Retirement Services appointed Troy Testa as regional sales director for Michigan.
Deals & People February 15th, 2012 Aequitas Appoints Two Executives Aequitas Capital Management added two executives at its Portland headquarters.
Deals & People February 15th, 2012 Lincoln Hires National Sales Manager Michael Hall joined Lincoln Financial Distributors, the wholesale distribution subsidiary of Lincoln Financial Group, as national sales manager for Institutional Retirement Solutions Distribution (IRSD).
Deals & People February 13th, 2012 Prudential Expands DC Business Prudential Investments expanded its defined contribution business by establishing a new Southwest sales division.
Deals & People February 13th, 2012 F-Squared Hires Head of Investments F-Squared Investments appointed Mark Marinella as head of investments.
Deals & People February 8th, 2012 Great-West Appoints Regional Sales Director Great-West Retirement Services appointed Cheney Hunt as regional sales director for San Diego, California.
Deals & People February 8th, 2012 CAPTRUST Continues Expansion CAPTRUST has added four retirement industry veterans to its team of advisers and opened an office in Kansas City.
Deals & People February 7th, 2012 TD Ameritrade Appoints President Tom Nally was appointed president of TD Ameritrade Institutional, the firm’s business unit serving independent registered investment advisers (RIAs).
Deals & People February 6th, 2012 J.P. Morgan Asset Management Expands Strategy Group J.P. Morgan Asset Management hired Roberts Grava as managing director in its Strategy Group.
Deals & People February 2nd, 2012 Retirement Plan Advisors Names VP Retirement Plan Advisors (RPA) appointed Vernon Kempker as vice president of finance and operations in its Jefferson City, Missouri office.
Deals & People February 1st, 2012 kasina Hires Head of Research Larry Petrone was appointed as kasina’s head of research.
Deals & People February 1st, 2012 Curian Appoints Vice President Curian Capital, LLC hired Keith Johnson as vice president of practice management.
Deals & People February 1st, 2012 Putnam Creates Head of Strategic Accounts Position Putnam Investments appointed James F. Bumpus as the firm’s head of strategic accounts.
Deals & People January 31st, 2012 Pensionmark Expands to Indiana Pensionmark Retirement Group opened an office in Fort Wayne, Indiana.
Deals & People January 30th, 2012 Prudential Appoints Senior VP Prudential Retirement appointed Joan Bozek as senior vice president of investment products.