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Financial Planning
February 1, 2008
Stacy Schultz
On the Job People: Chris Romney has been promoted to president of Brecek and Young... David Liebrock has been hired by Captrust Financial Advisors... Claymore Securities and Claymore Advisors in Lisle, Ill., has hired Thomas Futrell... etc. mark for My Articles similar articles
Financial Planning
August 1, 2007
Marshall Eckblad
On The Job AXA Advisors has promoted Andrew McMahon to chairman... Boston-based Fidelity Investments has hired Jylanne Dunne... etc. mark for My Articles similar articles
Financial Planning
July 1, 2006
Marshall Eckblad
On the Job Here's a rundown of the latest executive appointments: Allianz Life Insurance has named Douglas Reynolds as the company's president... James Dennis has joined AXA Equitable... etc. mark for My Articles similar articles
Financial Planning
December 1, 2006
On the Job Executive Appointments: AXA Distributors in New York has named Kirby John Noel as the company's national sales manager... Bill Carey has left his post as president of the Fidelity Registered Investment Advisor Group... etc. mark for My Articles similar articles
Financial Planning
February 1, 2005
Jennifer A. Liptow
On the Job Who's going where, when: Stuart Rogers has been named senior vice president of corporate... John Kennedy has joined New York-based AXA Distributors as senior vice president... etc. mark for My Articles similar articles
Insurance & Technology
January 7, 2010
Nathan Conz
AXA Equitable Appoints Four Execs AXA Equitable Life Insurance Company has announced four new executive appointments to support its customer-centric product design, delivery and service strategy. mark for My Articles similar articles
Financial Planning
April 1, 2005
Jennifer A. Liptow
On the Job Recent moves within the industry: Minneapolis-based Allianz Life Insurance Co. of North America has hired David Parker... Kevin E. Murray has been promoted to executive vice president... Robert Haddad has joined the Financial Planning Association... etc. mark for My Articles similar articles
Financial Planning
July 1, 2007
Marshall Eckblad
On The Job Lincoln Financial Group in Philadelphia has promoted Terry Mullen to president... National Financial Partners in New York has appointed James Gelder... etc. mark for My Articles similar articles
Investment Advisor
December 2007
News & Products, December 2007 FINRA fined Oppenheimer Co., Inc. $1 million... Compliance officers at broker/dealer firms will have a chance to discuss new and changing regulations... Christine Nigro has been promoted to president of AXA Advisors, LLC... etc. mark for My Articles similar articles
Insurance & Technology
February 17, 2009
Anthony O'Donnell
Vincent Cohan Named AXA Tech SVP, CTO One of three new senior vice president appointments by AXA, Vincent Cohan will be responsible for defining and implementing AXA Tech's information systems. mark for My Articles similar articles
Insurance & Technology
March 9, 2007
Anthony O'Donnell
Executive News New NY Life SVP... Arena Moves Up... Delta Taps Nasr... IBC Promotions... MSB Elevates Leiske... mark for My Articles similar articles
National Real Estate Investor
September 1, 2007
Names in the News David Steinberg promoted to VP at Konover Development... Lauren Lipscomb joins CB Ellis... Lyle Patterson is promoted to acquisitions director at Romanek Properties... Stewart Weston promoted to VP of investments at Marcus & Millichap... mark for My Articles similar articles
Registered Rep.
March 23, 2012
Diana Britton
Amid Hartford Split, Woodbury's 1,600 Reps Face Tough Choice The Hartford announced plans to sell its life insurance and retirement businesses, as well as Woodbury Financial Services, the firm's independent broker/dealer, leaving Woodbury's 1,600 reps faced with the tough choice: Find another broker/dealer or stick around and see who the new owners will be. mark for My Articles similar articles
Investment Advisor
February 2008
B/D News & Products The Financial Services Institute announce that its board of directors elected Brian Murphy, chairman of Woodbury Financial Services, as chair for 2008... There's a new rate for fees paid under Section 31 of the Exchange Act... etc. mark for My Articles similar articles
Insurance & Technology
March 12, 2008
Scott Senden
Bridging The IT Gap Between Fireman's Fund and Allianz Life The VP of application technology at Allianz Life identifies three key success factors that contribute to Fireman's Fund's and Allianz Life's combined success within Allianz of America's shared services IT model. mark for My Articles similar articles
Financial Planning
September 1, 2006
Marshall Eckblad
On the Job: Executive Appointments Allianz Life Insurance Co. has promoted Dave Sipprell to president... The Financial Planning Association has named Linda Citroen managing director for marketing and communications... etc. mark for My Articles similar articles
Financial Advisor
September 2010
Advisor Emporium Advisor Emporium: Schwab Offers Integrated Technology Platform... National Planning Holdings Launches WealthOne... BlackRock Increases ETF Offerings... Goldman Sachs Adds Fund... more... mark for My Articles similar articles
National Real Estate Investor
November 1, 2007
Names in the News Charles Doyle joins Jones Lang LaSalle as chief marketing officer... Michelle Cocagne has been promoted to first vice president of Marcus & Millichap... Jeff Gevertz has been promoted to chief financial officer of Tivoli Properties... etc. mark for My Articles similar articles
National Real Estate Investor
August 1, 2007
Names in the News James Dow has joined Ivy Realty as chief operating officer... Mark Dellonte has been promoted to president of Love Funding... etc. mark for My Articles similar articles
Insurance & Technology
January 7, 2010
Anthony O'Donnell
Allianz Life Names Dulka VP, IT Infrastructure and App Maintenance Dulka had served as interim leader of Allianz Life's infrastructure and application maintenance team, where he successfully managed the company's strategic outsourcing contracts. mark for My Articles similar articles