Deals & People June 30, 2011

Vigilant Financial Adds Partner in Retirement Plan Services

Vigilant Financial Partners has appointed Shelly A. Horwitz as Partner, where she will lead the firm’s Retirement Plan Services efforts. 
Reported by

Horwitz will be responsible for sales and marketing for the company’s retirement plan services. She will manage client development and servicing, and will execute a strategic sales process that further expands the firm’s growth in the retirement services industry.  

Horwitz joins the firm with more than 15 years of experience with retirement planning, and has provided consulting and fiduciary advisory services to over 200 non-profits and corporations in such areas as plan design, investment consulting, compliance, employee education, and communication. 

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She comes to Vigilant Financial from the Lockton Companies in Washington, D.C., where she managed client relations for mid-market retirement plans throughout the country. She previously held several client roles at Principal Financial Group, where she later served as Relationship Manager. 

Horwitz is a graduate of Elon College.

Deals & People June 30, 2011

Great West Names Chief Marketing Officer

Great-West Life & Annuity Insurance Company announced that Joe Greene is joining the firm as senior vice president and chief marketing officer.
Reported by

Greene will be responsible for executing Great-West’s branding strategy, implementing the company’s strategic marketing campaigns, and leading its marketing team. He will report to Mitchell Graye, Great West’s president and CEO.

Greene joins Great West from Bernstein-Rein Advertising in Kansas City, Missouri, where he was senior vice president and director of marketing and strategic planning. He has previously held senior marketing and product management positions at American Century Investments, American Express Company, Inc., Chase Manhattan Bank, and OppenheimerFunds, Inc.

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Greene is a graduate of Hamilton College and earned his MBA from Columbia University. His has served as past chairman of both the Investment Company Institute’s Marketing Committee and the Mutual Fund Education Alliance.

In recent years Great-West has focused on growing its financial services business and selling its healthcare division in 2008. “Joe will play a key role in helping us re-brand Great-West as a leading provider of financial services – ensuring that our positioning and messaging resonate with our current and future customers,” said Graye.

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