The additions are part of a strategy to increase support for retirement plan sponsors
(Enfield, CT) – MassMutual Retirement, as part of a strategy to increase support for employers that sponsor retirement savings plans, has appointed eight new relationship managers for parts of New York, New Jersey, New England, California, Arizona, Nevada, Oregon, Washington and Alaska.
MassMutual now has 98 relationship managers serving more than 36,000 retirement plans with more than three million employees who participate in those plans across the United States. The new appointments are part of a plan to increase the number of relationship managers to 110 in 2015 to help keep pace with record sales, according to Una Morabito, Senior Vice President of Client Management for MassMutual Retirement.
The new relationship managers are responsible for helping employers make the most of their 401(k), 457 and 403(b) defined contribution retirement plans for employees. The relationship managers work with employer’s decision-makers, investment advisors and consultants, attorneys and accountants to help employers manage their plans as effectively as possible.
“MassMutual’s relationship managers are connection points for our network of support for employers, financial advisors and third party administrators,” Morabito said. “Our relationship managers are seasoned professionals who work to make retirement plans as effective as possible and help employees prepare for retirement on their own terms.”
The new relationship managers and their territories are as follows:
Gary Bozin was named a Senior Relationship Manager for government-sponsored retirement plans in Northern California, Oregon, Washington and Alaska. He reports to Amy Humphrey, Assistant Vice President, Government Markets. Before coming to MassMutual, Mr. Bozin served in a variety of roles at ING, most recently as a regional vice president serving tax-exempt retirement plans. He joined ING after serving as a senior account executive for defined contribution retirement plan sales at The Hartford and as an insurance field underwriter at Mutual of New York. Mr. Bozin has 30 years of experience in financial services, earned a Bachelor of Science at San Francisco State University, and has FINRA Series 7, 24, 65 and 63 licenses.
Kami Falcione was appointed as a Relationship Manager for New England, serving retirement plans that rely on third-party administrators (TPAs). She reports to Craig Haase, Assistant Vice President, TPA Alliance. Most recently Ms. Falcione was a client relationship manager for 401(k) plans at Great West Retirement Services. She also held previous relationship management positions at DST Retirement Solutions and Bank of America, and has a total of 16 years of experience in the financial services industry. A graduate of Westfield State College, she holds FINRA Series 6 and 63 licenses.
Gregory Forte was appointed as Senior Relationship Manager for government plans in New York and New England. He reports to Ms. Humphrey. Forte comes to MassMutual from ING, where he served as a client relationship manager for large corporate plans and, earlier, government plans. Previously, he worked at Putnam and Watson Wyatt and has 24 years of experience in the retirement plans marketplace. He earned a Bachelor of Science at Merrimack College.
Juan Dario Gomez was promoted to Senior Relationship Manager for government plans in Central and Southern California after serving as a retirement education specialist at MassMutual and The Hartford. He reports to Ms. Humphrey. Previously, Mr. Gomez was a financial consultant for Bank of the West. He earned a Bachelor of Science from California State University, Fresno and holds FINRA Series 7 and 66 licenses.
Bridget Graham was promoted to Senior Relationship Manager for corporate plans in the Boston region. She reports to M. Palmer Whitney, Assistant Vice President, Northeast Division. Before joining MassMutual, Ms. Graham worked at The Hartford as a sales director for retirement plans as well as other roles, including retirement education specialist, regional sales consultant and sales support associate. She holds FINRA Series 6 and 63 licenses.
Shawn McGrane was promoted to Senior Relationship Manager for corporate plans in a territory consisting of New York City, Long Island and Southern New Jersey. He reports to Mr. Whitney. Previously, Mr. McGrane served as a sales consultant for MassMutual Retirement and in sales and sales support roles for The Hartford’s Retirement Services Group. He earned a Bachelor of Science from the University of Tampa and holds FINRA Series 6 and 63 licenses.
Denise Stratton was appointed as a Senior Relationship Manager for corporate plans in New England and has 10 years of relationship management experience. She reports to Mr. Whitney. Ms. Stratton previously worked at ING as a client relationship manager and retirement plan manager and, before then, as a senior account manager at MassMutual. Ms. Stratton has a Bachelor of Arts from Framingham State College and a MBA from the University of Massachusetts.
Kristin Stroth was appointed as a Senior Relationship Manager for retirement plans served by TPAs in Southern California, Nevada and Arizona. She reports to Phil Maness, Assistant Vice President, TPA Alliance. Previously, Ms. Stroth served in similar roles at Lockton Financial Advisors, Transamerica and John Hancock Retirement Plan Services. Ms. Stroth earned a Bachelor of Arts at the University of Southern California and holds FINRA Series 6, 63 and 65 licenses.
For more information about MassMutual’s Retirement Services Division, please contact your financial professional or call MassMutual at 1-800-874-2502, option 4.
Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policyowners consistently since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services, and annuities. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long-term.
MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. MassMutual is headquartered in Springfield, Massachusetts and its major affiliates include: Babson Capital Management LLC; Baring Asset Management Limited; Cornerstone Real Estate Advisers LLC; The First Mercantile Trust Company; MassMutual International LLC; MML Investors Services, LLC, Member FINRA and SIPC; OppenheimerFunds, Inc.; and The MassMutual Trust Company, FSB.
MassMutual’s Retirement Services Division has been serving retirement plans for more than 65 years. It offers a full range of products and services for corporate, union, nonprofit and governmental employers' defined benefit, defined contribution and nonqualified deferred compensation plans. It serves approximately 2.8 million participants.