MullinTBG recently added a group of experienced industry professionals
to their sales and client services departments to help support the
firm’s new business development initiatives and growing client base. The
seven newly hired resources are experts in the fields of financial and
insurance services, client relationship management and sales. MullinTBG
is a Prudential Financial, Inc. company (NYSE: PRU).
Raoul Kamath joined MullinTBG in August, and will be the company’s lead
executive benefits sales consultant in the northeast region. Raoul spent
over a decade advising Fortune 1000 and start‐up companies, most
recently as the national practice leader for the Executive Compensation
Plan business at UBS Wealth Management Americas. Prior to that, Raoul
led nonqualified plan business development for the Corporate Services
Group of UBS Wealth Management Americas in Chicago.
“I couldn’t be happier to have Raoul joining our team,” said Jason
Burlie, senior vice president of sales and marketing. “Raoul has a
strong background in both the technical and sales sides of nonqualified
deferred compensation plans. He demonstrates commitment to his clients,
and most importantly, possesses the intelligence, character and values
of an accomplished team player.”
Rick Shirley, a financial services veteran with 19 years’ experience,
joins MullinTBG as an income protection consultant to provide clients
with guidance on executive income and retirement protection solutions.
Rick recently served as a director at M Financial Group, a distribution,
product development, and re-insurance organization serving highly
compensated executive markets.
“MullinTBG is excited to have Rick join the team and provide expertise
regarding an important executive benefit offering for our clientele,”
said Burlie. “Income and asset protection needs are evolving, and our
clients are looking for tangible solutions to offer highly valued
executives.”
Daniel Sobrepeña joins MullinTBG as a business development associate,
where he will support the regional sales consultant efforts and assist
with advisor channel relations. Most recently, Daniel served as a
retirement specialist at New York firm Alliance Bernstein.
“Daniel brings a wealth of knowledge to us from his diverse financial
services background,” said Patti Whipple, vice president of
institutional relationship management. “We all look forward to having
him as part of the team.”
In addition to Raoul, Rick and Daniel, four retirement benefits
professionals have joined the Client Relationship Management department.
With over 20 years of financial services industry expertise, Scott
Winton joins MullinTBG to lead the Client Relationship Management group
as vice president. Most recently, Scott worked at Fidelity Investments
where he served as vice president of relationship management.
Nancy Weisenburger, Don Berry and Brian Francis were brought aboard as
Client Relationship Managers. Nancy’s prior retirement industry
experience includes working for Cigna and Prudential, and both Don and
Brian were previously Client Relationship Managers at The Newport Group.
“Continuing to focus on developing and acquiring top talent is a
critical objective for all of us at MullinTBG,” said Tina Mark, senior
vice president of client services and client relationships at MullinTBG.
“I believe the hiring of these exceptional individuals will further
strengthen the MullinTBG team as we maintain our goal of being the
provider of choice in our industry.”
MullinTBG is one of the nation’s largest providers of nonqualified
executive benefits, with 821 customized plans and $24.8 billion in total
assets as of June 30, 2013, representing 74,600 corporate executives.
The firm is headquartered in Los Angeles (El Segundo) and has regional
offices in Chicago, Dallas, New York, Irvine and Orlando. For more
information, please go to www.mullintbg.com.
Prudential Retirement delivers retirement plan solutions for public,
private and non-profit organizations. Services include state-of-the-art
record keeping, administrative services, investment management,
comprehensive employee investment education and communications, and
trustee services. With over 85 years of retirement experience,
Prudential Retirement helps meet the needs of over 3.8 million
participants and annuitants. Prudential Retirement has $301.8 billion in
retirement account values as of June 30, 2013. Retirement products and
services are provided by Prudential Retirement Insurance and Annuity
Company, Hartford, CT or its affiliates.
Prudential Financial, Inc. (NYSE: PRU), a financial services leader with
approximately $1.044 trillion of assets under management as of June 30,
2013, has operations in the United States, Asia, Europe, and Latin
America. Prudential’s diverse and talented employees are committed to
helping individual and institutional customers grow and protect their
wealth through a variety of products and services, including life
insurance, annuities, retirement-related services, mutual funds and
investment management. In the U.S., Prudential’s iconic Rock symbol has
stood for strength, stability, expertise and innovation for more than a
century. For more information, please visit http://www.news.prudential.com/.
0252052-00001-00
MullinTBG is a Prudential Financial company. Insurance products offered
through MullinTBG Insurance Agency Services, LLC; MullinTBG Securities
offered through M Holdings Securities, Inc., a Registered Broker Dealer,
Member FINRA. MullinTBG and MullinTBG Advisors are owned and operated
independently from M Holdings Securities, Inc.
Copyright Business Wire 2013