Category: Member Spotlight

July 2020 Member Spotlight

Melissa Terito, CPA Partner Sentinel Pension, A Division of Faulk & Winkler I love the retirement industry because … I literally get to help people all day long. Whether it is walking a participant through their distribution options, or explaining to a business owner/ HR manager about best practices,or how to operate the retirement plan

June 2020 Member Spotlight

Raisa Barkaloff, CIMA Vice President Federated Hermes My first job in the retirement industry was … at State Street in Boston in the late ‘90s and early ‘00s. I initially worked on the pricing of retirement plans and moved up to be a Client Service Officer, working with plan administrators and recordkeepers. When I started

May 2020 Member Spotlight

Jo Yi Retirement National Accounts Manager Ivy Investments How do you see WiPN affecting positive change in your career or industry? WiPN is an amazing organization to be a part of.  In a male-dominated industry, WiPN showed me that I had women to the left and right of me at all times.  I know they

April 2020 Member Spotlight

Kim Zook Head of DCIO Field Sales T. Rowe Price I love the retirement industry because … the work we do helps others.  Our industry is filled with tremendously talented professionals who care deeply about the financial well-being of clients. For the past 25 years, I have had the opportunity to work alongside Advisors, TPAs, Recordkeepers

March 2020 Member Spotlight

Amy Glynn Managing Partner GRP Advisor Alliance I love the retirement industry because … helping people achieve financial security is noble work and it has allowed me to engage and develop in a myriad of ways. My work travels have given me the opportunity to see most of our country, hear amazing stories from hard working

February 2020 Member Spotlight

Arleatha Williams, RICP ® Sr. Financial Advisor Harbour Bridge Wealth Management Advisors Wells Fargo Advisors Financial Network I started my journey in retirement planning … in the early 1990s after being asked to do retirement seminars for a Fortune 50 company. I realized consumers needed more assistance in addressing longevity issues including, how to put all

January 2020 Member Spotlight

Jessica Fox, CRPS ® Vice President, Prudential Retirement My current job is… in the Strategic Relations Team at Prudential Retirement. I am responsible for broadening and strengthening partnerships with key intermediary firms across the country by supporting growth initiatives and by providing resources to help enhance their businesses. My first job in the retirement industry was…

December 2019 Member Spotlight

Brenda Rynski, ARCP, CRPS Sr. TPA Business Development Manager at Capital Group My current job involves… working closely with our top TPAs to help these firms grow their businesses with American Funds proprietary retirement solutions —  RecordkeeperDirect and PlanPremierTPA.  We have over 60,000 plans using our solutions and over 97% of these plans are with

November 2019 Member Spotlight

Lisa Vincent Director, Institutional Defined Contribution Sales BlackRock My current job involves… Partnering with large plan sponsors along the East Coast on DC investments, plan design and participant engagement and communications. I love the retirement industry because… It’s personally fulfilling to work with the aim of helping thousands of people with their retirement savings and

October 2019 Member Spotlight

Lisa A. Showalter, CPC, QPA, QKA Director of Business Development The Retirement Advantage, Inc. My current job involves… providing strategic thought leadership to TRA’s Leadership and Sales Team by identifying and assessing new business opportunities and implementing business development strategies with the potential to increase sales;and to create long-term value for our clients, our advisor

September 2019 Member Spotlight

Mary Jo Innis President The Row Group My current job involves… Lifting others up and using my experience and knowledge in changing people’s lives.  It is so rewarding to get up every day knowing that I am affecting so many lives through my company.  One by hiring and developing other women in a woman owned

August 2019 Member Spotlight

Katie Green Lead Consultant Clearview Advisory My current job involves... working closely with Retirement Plan Committees on creating retirement plans that are customized to the company's needs and help the employees gain financial stability in their lives.  I get to help plan sponsors with developing strategy and process around the investments, plan design, education, and

June 2019 Member Spotlight

Lisa Gallegos Retirement Sales Consultant Paychex My current job involves...  Selling 401k recordkeeping services to small businesses My first job in the retirement industry was... at Paine Webber as a Sales Assistant 22 years ago I first learned about WiPN when... My manager suggested I get involved, and I’ve met so many amazing women in

May 2019 Member Spotlight

Bridget Q. Casher Investment Consultant Conrad Siegel I first learned about WiPN when... I attended an industry conference breakfast, which was a networking event and a panel of influential women within the retirement industry. This was honestly one of the best opportunities I’ve ever experienced. The panelists arrived early to make time to network with

April 2019 Member Spotlight

Deana Calvelli Consultant Lockton Companies My current job involves... growing Lockton’s financial and health benefits consulting business in the Northeast, leading and guiding the teams servicing my clients. I first learned about WiPN when... I was asked to speak on a panel for a WiPN program at a NAPA Conference. Other women should join WiPN

February 2019 Member Spotlight

Eileen Greenspan SVP, Senior Plan Advisor Sentinel Benefits & Financial Group My current job involves… Supporting the fiduciary responsibility and liability of Plan Sponsors. My first job in the retirement industry was… in Human Resources as a Benefits Assistant. I was responsible for the company’s 401(k) Plan. I first learned about WiPN when… I received

December 2018 Member Spotlight

Katy Albers Strategic Sales Leader MassMutual My current job involves… strategy development and execution specific to the finals process, with a focus on communications and education. When one of MassMutual’s institutional reps is invited to a finals meeting, I pick up the project, working with my internal partners to determine the right players to attend

Meet our New Board Members for 2019

Effective January 1, 2019, WiPN will welcome several new faces to its Board. We invite you to get to know a little bit about each of them and encourage you to say hello when you see them at upcoming events!   Val Ferrara, Incoming Director of Regional Chapters   What do you want our membership

November 2018 Member Spotlight

Lydia Jun Financial Advisor J.P. Morgan Securities My current job involves…providing advisory services for corporate retirement plans. As a fiduciary, I partner with plan sponsors to support and educate their participants achieve their retirement goals. I am part of a four-advisor group that manages over $3.6bn in assets with J.P. Morgan Securities, a wealth management

September 2018 Member Spotlight

Roberta Hess Senior Vice President, Marketing Ascensus My first job in the retirement industry was…customer service intern at The Calvert Group in Bethesda, MD. Speaking directly to clients and resolving their issues is an outstanding way to learn the business and understand the importance of empathy and quick resolution to their needs. I first learned

July 2018 Member Spotlight

Michele T. Sarna Managing Director, Partner Beacon Pointe Wealth Advisors My current job involves… educating participants on the importance of contributing to their retirement, evaluating their big financial picture, and helping them with concerns and desires. My first job in the retirement industry was…in operations processing paperwork. I love the retirement industry because…I feel I

May 2018 Member Spotlights

Jennifer Murray Director, Internal Sales, Empower Retirement My current job involves...leading a team of sales professionals to drive the growth of our large, mega, and not for profit defined contribution business.  This includes communicating our value proposition and helping sponsors, participants, and intermediaries pursue better retirement savings outcomes. My first job in the retirement industry

A Tribute to Dorothy Campbell: WiPN Mourns the Loss of One of Its Own

Generous. Problem-solver. Inclusive. Authentic. Courageous. These are just some of the words people use to describe Dorothy, who passed away in December 2017 after a long and courageous battle with breast cancer. Dorothy, who had been Senior Financial Advisor at ProVise Management Group in Tampa, Florida, was passionate about the retirement industry and devoted to

March 2018 Member Spotlights

SPOTLIGHT ON: Karie M. O’Connor, Vice President, Investment Advisor Representative LPL Financial dba HPL&S Financial Services My current job involves… providing strategic consulting and fiduciary guidance to assist plan sponsors in offering competitive retirement savings vehicles which assist their plan participants in successfully achieving their retirement goals, assisting employers in proactively monitoring the retirement plan

Letting Go of Fear and Making a Difference: Tammy Ouverson

As women with a shared interest in the pension industry, it’s important to continue to celebrate and learn from each other’s successes.  Recently, we spoke with Tammy Ouverson, Vice President, Business Development at OneAmerica.  We asked Tammy about the pivotal moments she has experienced throughout her career that have helped advance her to where she

No Right Prescription – Life and Career Lessons from Christine Marcks

Ok, show of hands.  Who thinks it is possible to maintain a healthy work-life balance while ascending one’s career from an International Economist with the US Treasury Department to ultimately becoming the CEO of Prudential Retirement and a 2016 Lillywhite Award recipient?   If we were in person, I would suspect very few hands would be

Compassion is the Key, Julie Braun’s Amazing Story

Most would agree that winning a NAPA advisor award once is quite an accomplishment.  Incredibly, Julie Braun was named to the NAPA Young Guns, Top Advisors Under 40 list every year since its inaugural publication and twice named on NAPA’s Top Women Advisor’s list.  Success of this magnitude requires unwavering passion, or so we thought.  

Connections that Count: A Story of Friendship and Industry Influence

Immediate past president of the Board of Women in Pensions Network (WiPN), Amy Glynn and incoming President, Kathleen Roche, have been friends and colleagues for over two decades.  They have benefited personally and professionally from their open and honest relationship. Their connection has counted in building businesses and precipitated many changes in the industry. “It’s