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Financial Planning
June 1, 2005
Jennifer A. Liptow |
On the Job George L. Divel III has joined the Baltimore branch of GunnAllen Financial... The Investment Company Institute in Washington has appointed Peter J. Gunas III... etc.   |
Financial Planning
June 1, 2006
Marshall Eckblad |
On the Job Bill Miller has joined AXA Distributors... Fiserv hired Thomas Hirsch as the company's new chief financial officer... Invest Financial has named Richard Koll as the company's senior vice president... etc. |
Financial Planning
October 1, 2010 |
On The Job Campbell Wealth Management appointed Josh Goulding as its director of insurance... Cetera Financial Group has hired Kian Rafia as director of advisory products... Ann Slotwinski was named to the board of directors of the National Institute of Pension Administrators... etc. |
Financial Planning
January 1, 2007
Marshall Eckblad |
On the Job Allianz Life Insurance Co. has named Mike Jorgensen president of USAllianz Securities, the company's independent broker-dealer... The Financial Planning Association in Denver has elected Mark Johannessen as president elect for 2007... etc. |
Financial Planning
March 1, 2007
Marshall Eckblad |
On The Job Here's a rundown of important executive moves and appointments: Gary Bhojwani has joined Allianz Life Insurance Co... New Yorkbased AXA Financial has promoted Richard Dziadzio... etc. |
Financial Planning
September 1, 2005 |
On the Job Woodbury Financial Services has appointed six regional sales directors... David M. Cordell of Lubbock, Texas, was elected chair of... GunnAllen Financial has hired Marc Ellis as its senior vice president... etc. |
Financial Planning
January 1, 2010 |
On the Job The CFP Board of Standards named three new members to its board of directors... Gregory Francfort rejoined New York City-based Neuberger Berman as managing director and director of equity research... etc. |
Real Estate Portfolio
Sep/Oct 2003 |
Strong Value Fund Fund manager Laura J. Sloate seeks capital growth through investing primarily in equity securities, with a focus on undervalued companies. |
Insurance & Technology
September 16, 2005
Anthony O'Donnell |
Strategic Track An interview with Kevin Murray, Executive VP and CIO of AXA Financial on overseeing the company's integration of MONY's technology following its acquisition, and attempting a reorientation of the firm's technology from a tactical approach to a more strategic footing, and from a development/maintenance model to a product-, service- and distribution-focused paradigm. |
