The new hires work in a variety of financial and insurance services, client relationship management and sales capacities.
The following is a rundown of MullinTBG’s newest personnel:
Raoul Kamath joined the firm in August and serves as the lead executive benefits sales consultant for the Northeast region. Before MullinTBG, Kamath worked most recently as the national practice leader for the executive compensation plan business at UBS Wealth Management Americas.
Rick Shirley was hired as an income protection consultant to provide MullinTBG clients with guidance on executive income and retirement protection solutions. Shirley’s earlier jobs include a term as director at M Financial Group, a distribution, product development and reinsurance organization serving highly compensated executive markets.
Daniel Sobrepeña joined the firm as a business development associate. In the new role, Sobrepeña will support regional sales consultant efforts and assist with adviser channel relations. He previously worked as a retirement specialist at investment management firm AllianceBernstein.MullinTBG also added four retirement benefits specialists to its client relationship management (CRM) department. They are Scott Winton, new CRM group vice president, and Nancy Weisenburger, Don Berry and Brian Francis, client relationship managers.