The new hires work in a list of financial and insurance services, client relationship management and sales capacities.
Here’s 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 came on 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 the regional sales consultant efforts and assist with adviser channel relations. He previously worked as a retirement specialist at investment management firm Alliance Bernstein.MullinTBG also added four retirement benefits specialists to its client relationship management (CRM) department. They include new CRM group vice president Scott Winton, as well as client relationship managers Nancy Weisenburger, Don Berry and Brian Francis.
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