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TheStreet Open House

MullinTBG Welcomes Seven New Industry Professionals To Sales And Service Teams

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.

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