Deals & People November 4, 2010

DST Hires VP for Business Development

DST Retirement Solutions brought on Gary Lineberry as vice president.
Reported by

In his new role, Lineberry will focus on business development opportunities while establishing and managing long-term relationships with retirement search consultants and advisers.  

For more stories like this, sign up for the PLANADVISERdash daily newsletter.

“Part of Gary’s charge is to educate the industry on the benefits of the ASP (or application service provider) and the BPO (or business process outsourcing) service model,” explained Jude Metcalfe, president of DST Retirement Solutions, in a press release.  

According to the announcement, Lineberry is an accomplished industry leader with more than 30 years’ experience in retirement services. He has held senior positions at Spectrem Group, AXA Financial, and Metropolitan Life. 

Deals & People November 4, 2010

Swanson Comes Onboard at Union Bank

Brian Swanson joined the Institutional Trust & Custody division of Union Bank, N.A. as a senior client relationship manager and product executive.
Reported by

A news release said Swanson will represent the bank in the development of institutional trust and custody business from his office in New York City. Swanson is an 11-year client relationship specialist of the institutional investment and custody sales industry, according to the company.

Swanson started his career in 1999 as a retirement plan specialist in Boston for Evergreen Investments. Prior to his current position, he served as a global relationship sales manager for Brown Brothers Harriman responsible for leading the firm’s U.S. financial institutions sales efforts.

Never miss a story — sign up for PLANADVISER newsletters to keep up on the latest retirement plan adviser news.

Swanson received his MBA in Finance from Bentley University in Waltham, Massachusetts.

«