“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
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.