Tag: Hiring firing

Putnam Investments has named Alan Dumas, John Leeson, and Chris Doucet to sales posts on its defined contribution team.

New York Life Investments has appointed David Giannini, James (Val) Van Deventer, and Deborah Vince as regional vice presidents in its DCIO unit, the company announced.

Great-West Retirement Services has promoted Jonah Caldwell to regional sales director for Arkansas and Oklahoma, the firm said.

Transamerica Retirement Services has hired Deborah Rubin as vice president, head of Third Party Administrator Channel Distribution.

Scott Herchenbach has been promoted to senior vice president, Retirement Plans Division, Mutual of Omaha announced.

The Financial Planning Association (FPA) announced Martin Kurtz will serve as president-elect next year. 

Sentinel Investments has appointed Charles R. (C.R.) Shaw as senior vice president, national marketing director.

Lawing Financial has named Doug Lode as director of Qualified Plan Design.

Natixis Global Associates (NGA), the distribution arm of Natixis Global Asset Management, has announced an expansion of its initiatives in the retirement marketplace that targets the needs of...

Morgan Stanley Smith Barney (MSSB) pumped up its recruiting package in order to attract top producers, Dow Jones reported.

Great-West Retirement Services announced two regional sales directors in New Jersey: Joe Carew and Laura Catalano.

Nuveen Investments announced that David Levi has joined the firm as managing director for Global Business Development.

Franklin Templeton Investments recently added Matthew Beaulieu to its team of regional defined contribution investment-only (DCIO) specialists to cover the Western U.S. region.

Old Mutual Asset Management (OMAM) named Brian Carroll, Paul Williams, and Mark Bentley as heads of the Institutional, Non-US, and Retail distribution teams, respectively.

Pen-Cal, a San Francisco-based plan provider, has turned to Stephen C. Nell as its East Coast managing director.

Citigroup is laying off 75 employees in its personal wealth management group, including branch-based financial advisers, according to Dow Jones.

New York Life Insurance Company has turned to Tom Johnson as head of business development for Retirement Income Security.

Memphis-based First Mercantile has named Grant Boucek as regional sales director for its new Mid-South region.

The Keane Organization, a provider of compliance and risk management solutions to Fortune 1000 corporations, has promoted Mark Sweatman to president of Keane’s Retirement Services Division (KRS).

TIAA-CREF has appointed Teresa Hassara as senior managing director and head of Institutional Client Services and Kevin Nazworth as vice president and head of the organization's Health Care...