CUNA, a provider of qualified and nonqualified retirement solutions, says its intermediary channel is a critical component of the long-term growth strategy for its retirement services business. The new hires boost its external wholesaler count to 17.
With more than 12 years of experience as a financial wholesaler, Andy Hockman is responsible for serving the state of Ohio. He joined in November from United Retirement Plan Consultants, where he was vice president, regional sales consultant.
Troy Testa joined CUNA in January with more than 20 years of experience in defined contribution and defined benefit. He is responsible for Indiana and Michigan, and has successfully wholesaled qualified retirement plans at Empower Retirement and Oppenheimer Funds.
Joining from ADP where he most recently held the position of retirement services district manager, Sean Mayo began serving CUNA on February 9. He is responsible for the San Diego area and Orange County.
Shane Hanson covers Los Angeles and Central California, having joined CUNA from OneAmerica on February 16. He most recently worked as senior field sales consultant, and has also served with Pensionmark Retirement Group and Westlake Financial.
Paul Swanson, vice president of national sales and institutional relationship management for CUNA, says the new regional vice presidents will “play a key role” in executing the growth strategy for the retirement services business. “I’m very excited about the level of talent we’ve been able to attract since I joined the company last July.” Swanson states the company is still looking to fill one position to serve Minnesota and Wisconsin after the retirement of a long-tenured regional vice president.
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