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.

“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.

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


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.

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