Fidelity & Guaranty Life Insurance Company has named David Martin and Leena Punjabi to be co-chief investment officers. (Related: Kemper Taps Stonehocker to Lead Life Unit: Personnel Moves) F&G is a Des Moines, Iowa-based arm of Fidelity National Financial Inc. Martin has been vice president, investments, and Punjabi has been vice president, asset management. Martin has a bachelor's degree in math from the University of Michigan. He holds the Certified Financial Analyst professional designation. He worked for Merrill Lynch, Conning Asset Management, Fannie Mae and the Blackstone Group before joining F&G, in 2011. Punjabi has a master's degree in accounting from the Baruch College. Before going to work for F&G, in 2019, she spent more than 13 years working for Mercer, as an investment advisor to insurers and pension plans. In other personnel moves news:
American Equity Investment Life Holding Company, West Des Moines, Iowa, has hired Tolga Uzuner to be chief investment officer, asset management. Uzuner previously owned Austra Global, a firm that helped new insurer with information technology. He also has worked for JP Morgan Chase and for Apollo Global Management. He has a bachelor's degree in economics and computer science from the Massachusetts Institute of Technology, a master's degree in finance from the London Political School, and a doctorate in computer science from the University of Cambridge. StanCorp Financial Group Inc., Portland, Oregon — the parent of Standard Insurance Company — has promoted David Payne to vice president of employee benefits. Payne has been vice president of employee benefit services. He has a master's degree in business from Averett University. He started out working for Limited Brands Companies and GE Financial Assurance. MetLife Inc., New York, has hired Merrilee Matchett to be executive vice president and head of global customer service and operations. Matchett has been a global wealth operations executive from Bank of America. She previously was the head of Asia servicing and operations for Bank of America's wholesale banking business. She has a bachelor's degree in management from the University of Canberra, Australia. Milliman Inc., Seattle, has named Bret Linton to be global employee benefits practice director. He is replacing Jeff Budin, who is retiring. Linton has been a principal in Milliman's office in Boise, Idaho, since 2012. He also been the leader of Milliman's corporate strategy practice group for single-employer pension plans and of the firm's employee benefits mergers and acquisitions practice. Linton has a bachelor's degree from Brigham Young University. He is an enrolled actuary and a fellow of the Society of Actuaries. LL Global Inc. Windsor, Connecticut — the parent company of LIMRA, LOMA, and the Secure Retirement Institute — has hired Carlo Guerrera to be membership relationship director for the retirement business. Guerrera previously was head of workplace strategic relationships for Massachusetts Mutual Life Insurance Company. Earlier, he worked for Hartford Financial Services Group Inc. He has a bachelor's degree in business from the University of Hartford. — Read AIG Life & Retirement Expands Role of Todd Solash: Personnel Moves, on ThinkAdvisor. — Connect with ThinkAdvisor Life/Health on Facebook, LinkedIn and Twitter.
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
Sponsored by Allianz Life Insurance Company of North America and Allianz Life Financial Services LLC
Year-end 2024 Tax Topics Checklist