Deals & People January 10, 2011

Schroders Expands Distribution Teams

Schroder Investment Management North America Inc. announced the addition of five U.S. Onshore Intermediary members, plus one Offshore hire.
Reported by

Benjamin Stevens joined the Intermediary Distribution Team as Sales Director for the West territory, based in Denver, Colorado.  Most recently, he was employed at Janus Capital Group.   

Christopher Ander also joined the Intermediary Distribution Team as Sales Director for the Central territory, based in Chicago. He spent the past six years employed at Van Kampen Investments.

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Kelly Klobucar joins in a dual role as Team Leader, managing the Internal Sales Directors and supporting John Maguire and Ben Stevens, Directors – Intermediaries, West.  Klobucar was previously at FBR Asset Management in several sales and marketing capacities.     

Marc DeCuffa joins the Schroders Intermediary Distribution Team as an Internal Sales Director, Northeast, supporting Steve Wagenbach and Julie Macalka, Directors for the Northeast territory, having joined from Bank of America – Merrill Lynch Wealth Management.  

Greg Bradley joins the firm as a Key Accounts Manager, reporting to Erin Brenner, Head of Intermediary Key Accounts. He joins from Hewlett Packard Company where he was a Global Account Manager, and has twelve years of distribution experience within the Asset Management industry, previously as a Senior Vice President at Wachovia/Evergreen Investments and Director at Bank of America/Columbia Management.  

Jason Shidler joins Offshore Intermediary Sales and will be covering Western U.S./Western Canada, based in Los Angeles, reporting to Jason Barger, Head of Offshore Intermediary Sales.  His most recent position was Vice President of Sales at Franklin Templeton in Los Angeles.
Deals & People January 10, 2011

Transamerica Adds Three to TPA Channel Team

Transamerica Retirement Services announced the addition of three people to its Third Party Administrator (TPA) Channel “to boost support and services for the TPA community.”
Reported by

Matthew King has been named TPA sales support manager, while Matthew Petersen and Justin Schlader will join the team as TPA development managers. All will report to Deborah Rubin, vice president, head of TPA Channel Distribution.  

According to the announcement, King will focus on enhancing the training experience for TPAs by developing, managing, and advancing Transamerica’s TPA support tools. He joins Transamerica from ING where he most recently served as operations manager for defined contribution TPA plan management. 

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In his new role, Petersen will expand and deepen relationships with both current and prospective TPAs. Specifically, he will oversee TPA relationships throughout the Mid-Atlantic region. Petersen has been an internal sales consultant at Transamerica since 2007. 

Schlader, a Transamerica employee since 2004, will assume the role of TPA development manager where he will oversee TPA relationships in several states across the Central and Northwestern regions. Schlader’s was most recently a market development specialist for Transamerica.

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