Daniel Greene joins the firm from Sun Life Financial Distributors and has 10 years of industry experience. He will cover Tennessee and Kentucky.
Chad Kastner, previously at Sun Life Financial Distributors, will cover Minnesota, Iowa and parts of Wisconsin, and North and South Dakota. He has 15 years of experience.
Rachel Moran, with six years’ experience, was previously at Dreyfus Investments and will cover Los Angeles.
David Taylor, previously with Edward Jones Investments, has 17 years’ industry experience and will cover Northern Texas and Louisiana.
Pat Haley was promoted from within Putnam. He has six years of experience and will cover Oregon. Other internal promotions are Paul Hallisey, who has six years of experience and will cover Virginia, and Kyle Lopriore, who has six years of experience and will cover Northern California.