Bringing you live news and features since 2006 

CUNA Mutual Retirement Solutions adds to sales team

RELATED TOPICS​

CUNA Mutual Retirement Solutions continues to add to its growing sales force with two key hires in its Intermediary Sales Division – Shannon Hayes and Steve Mandel.

“Shannon and Steve are great additions to our Intermediary Sales team,” says Paul Swanson, vice president, Intermediary Distribution. “Their backgrounds are unique, and that adds depth to our sales team. They both have impressive track records of success, and we are very excited to have them join the team.”
 
Hayes joined CUNA Mutual Retirement Solutions on 31 December, and will be the regional vice president for the Georgia and Alabama territory, living in the greater Atlanta area. She has been in the retirement business for 13 years. Hayes started her career as a regional sales consultant with Hartford Retirement Plans Group in Simsbury, Connecticut and moved to Atlanta six years ago to develop and grow the Atlanta market for Farmer & Betts, a small TPA firm based on the West Coast. Most recently, she served as the regional sales director at Kravitz, Inc., the nation’s leader in cash balance plan design, responsible for cash balance plan sales for the Southeast. She will report to Christina Gregory, vice president, Eastern Division.
 
Mandel also joined the firm on 31 December, and will be the regional vice president covering the upper Midwest territory, which includes Minnesota, Wisconsin, Iowa and North and South Dakota. Mandel has more than 17 years of financial services experience and began his career as a retirement plan advisor and RVP at Gardiner & White in Madison, Wisconsin. Prior to joining CUNA Mutual Retirement Solutions, Mandel served as the regional sales manager for Milliman, a multi-national provider of defined benefit and defined contribution recordkeeping and administration services. He will be based out of St. Paul, Minnesota and report to Joe Eleccion, vice president, Western Division.
 
Swanson says: “Both of these territories have proven to be high-producing regions. It was important to bring in a high level of talent to support these loyal advisers.”

Latest News

Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..

Related Articles

Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Cryptocurrencies
Matteo Greco, Research Analyst at Fineqia International writes that bitcoin (BTC) ended the week at approximately USD52,150, showing a notable...
US Distribution Awards trophies
The winners of the first US ETF Distribution Awards at the Exchange conference, hosted by ETF Express and sponsored by...
Thomas Bonville, Clear Street
Just over a year ago, Thomas Bonville joined New York-based, prime brokerage Clear Street as managing director, head of derivative...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by