Lisa Greenwald
CEO at Greenwald ResearchHow did you get started in the retirement industry? I grew up in the industry. In 1985, my father founded Greenwald Rese...
Member Spotlight
WIPN August 2023 Member Spotlight
21
Aug
Jessie Marino
VP, Enterprise Relationship Management at VestwellWhat opportunities or changes would you like to see for women in the retirement industry in the futu...
WIPN June 2023 Member Spotlight
12
Jun
Mary Hauser
Investment Manager
Retirement Services Investments Team
OneAmericaHow has WIPN had an impact on you and your career? Through the organization, I have h...
Q2 2023 Sponsor Member Spotlight
09
Jun
Susan Otto, MBA, QKA, QKC, QPA
Senior Relationship Director
Principal Financial GroupHow important is it for you to be a role model for the upcoming generation...
WIPN May 2023 Member Spotlight
15
May
Maggie Howe
Senior Associate at Wise Rhino Group
How has WIPN had an impact on you and your career? WIPN has impacted my career and personal life in m...
WIPN April 2023 Member Spotlight
17
Apr
Essi Sadeghi, CFA®
Director, Investment Solutions, T. Rowe Price
How important is it for you to be a role model for the upcoming generations of women in the ...
WIPN March 2023 Member Spotlight
20
Mar
Hailey (McLaughlin) Fields CIMA®
Consultant & Director of Client Services at Multnomah Group, Inc.
WIPN Oregon Chapter Co-Chair
How has WIPN had an impact o...
WIPN February 2023 Member Spotlight
27
Feb
Sheray Oliver (She/Her)
Participant Education Consultant at OneDigital
WIPN DE&I Committee
How has WIPN had an impact on you and your career? ...
WIPN January 2023 Member Spotlight
23
Jan
Shelby Columbus
Sr. Business Planning Analyst, Franklin Templeton
WIPN Tampa Chapter Co-chair
How has WIPN had an impact on you and your career? Being rela...
WIPN December 2022 Member Spotlight
19
Dec
Breezy Paulus, Assurance Director at CLA
WIPN Tampa/St. Petersburg Chapter Co-chair
As a longstanding member of WIPN, how has WIPN had an impact on you and your care...
Q3 2022 Sponsor Member Spotlight
31
Oct
Kelly Yezzi
Manager, 401(k) Partner Support
Paychex
How did you know that a career in the financial services retirement industry ...
Q2 2022 Sponsor Member Spotlight
18
Jul
Carrie Ohm, CPFA
Vice President of Corporate Development, OneDigital | Retirement + Wealth
How did you know that a career in the financial services retirement in...
WIPN May 2022 Member Spotlight
17
May
Lisa R. Morris, CEBS, QPA, QKA, ERPA
Compliance Analyst / Smart USA Co.
Please share a WIPN-inspired story that influenced your professional career. At a local ...
WIPN Q1 2022 Sponsor Member Spotlight
22
Mar
Marcia Dennis
Vice President, Integration Management at Ascensus
How did you know that a career in the financial services retirement industry was right for you?
...
WIPN February 2022 Member Spotlight
15
Feb
Kimberly (Cunnane) Oros, AIF, CPFA, QKA, QKC, QPA
Director, CBIZ Retirement & Investment Solutions
How did you find out about WIPN? Cindy Horn Kennedy introd...
WIPN January 2022 Member Spotlight
24
Jan
Aubrey M. Christ, QKA, QPFC
President, The Retirement (k)oncierge Group
How did you find out about WIPN? East Chapter Chair Pam Brooks, introduced me to WIPN a ...
WIPN Q4 Sponsor Member Spotlight
16
Dec
Jennifer Mulrooney, AIF®
Vice President, Regional Retirement Consultant at American Century Investments
When did you know that a career in the financial servic...
WIPN 2022 Board Spotlight
13
Dec
Mindy O’Connor
Head of Business Development, Retirement
Ascensus
Why did you choose to step forward and join the WIPN Board for 2022?
Being a long-time member ...
WIPN October 2021 Member Spotlight
20
Oct
Erin (Vollmuth) Wikander
Director, Defined Contribution Consultant
BlackRock
What changes do you hope to see for women in the retirement industry in the next 5 ...
September 2021 Member Spotlight
22
Sep
Antonia Corrales, MBA, CRPS®, CIMA® (She/Her)
Investment Specialist at John Hancock Investment Management
How do you see WIPN affecting positive change in your c...
August 2021 Member Spotlight
25
Aug
Rachael Brumund
Vice President
Fidelity Institutional℠
What changes do you hope to see for women in the retirement industry in the next 5 -10 years? I would per...
WIPN July 2021 Member Spotlight
13
Jul
Lindsey Dickman, ChFC (she/her)
Senior Vice President
Escalent, Home of Cogent and Javelin
Is WIPN a force for change? Absolutely! Force is a great word for it ...
June 2021 Member Spotlight
16
Jun
Karen Witham (She/Her)
Vice President, Communications & Marketing at DCIIA
Is WIPN a force for change? If so, how? Gathering women together with a shared sen...
May 2021 Member Spotlight
19
May
Kari Lusby, CFP®
Regional Vice President, Voya Financial
What changes do you hope to see for women in the retirement industry in the next 5 -10 years? We have ...
April 2021 Member Spotlight
13
Apr
Lisa Vachalek
Client Portfolio Analyst at American Century Investments
How important is it for you to be a role model for the upcoming generations of women in ...
March 2021 Member Spotlight
17
Mar
Michelle Gibilisco
Director of Business Development - Retirement Services, Mutual of Omaha
What changes do you hope to see for women in the retirement industry i...
February 2021 Member Spotlight
16
Feb
Shannon Mathis
Director, Workplace Solutions at Fidelity Investments
What change in terms of diversity do you hope to see in the retirement industry in the next ...
January 2021 Member Spotlight
19
Jan
Ellie Bullitt (She/Hers)
Vice President, Regional Account Executive, Fidelity Investments
Prior to joining WIPN, how difficult or easy was it to find networking ...
December 2020 Member Spotlight
15
Dec
Christina Speck
Head of Client Lab at MassMutual
My current job in the retirement industry involves … building and growing the industry’s first participant and s...
Third Quarter Sponsor Member Spotlight
13
Nov
Michelle Pullen, AIF®
National Account Manager at Capital Group
How did you learn about WIPN?
I first heard about WIPN when a mentor of mine at Capital Group, Roche...
November 2020 Member Spotlight
13
Nov
Tina Schackman, CFA
Principal, Senior Retirement Plan Consultant
Benefit Financial Services Group (BFSG)
What compelled you to step forward and join the WIPN Bo...
October 2020 Member Spotlight
26
Oct
Lisa Anderson
Field Manager, Retirement and Financial Education at INPRS
I first learned about WIPN … when it appeared on my LinkedIn feed. I reviewed the websit...
September 2020 Member Spotlight
21
Sep
Alison Smith, MSM, MBA, CRPS®, AIF®
Vice President, Principal Securities
I love the retirement industry because ... the retirement industry is an area of finance...
August 2020 Member Spotlight
24
Aug
Kate Dalton, CPFA, QKA
I love the retirement industry because … every day is an opportunity to help others! I love working with participants to build their retir...
July 2020 Member Spotlight
26
Jul
Melissa Terito, CPA
Partner
Sentinel Pension, A Division of Faulk & Winkler
I love the retirement industry because … I literally get to help people all day ...
June 2020 Member Spotlight
22
Jun
Raisa Barkaloff, CIMA
Vice President
Federated Hermes
My first job in the retirement industry was … at State Street in Boston in the late ‘90s and early ‘00s. I...
May 2020 Member Spotlight
25
May
Jo Yi
Retirement National Accounts Manager
Ivy Investments
How do you see WIPN affecting positive change in your career or industry?
WIPN is an amazing organiz...
April 2020 Member Spotlight
28
Apr
Kim Zook
Head of DCIO Field Sales
T. Rowe Price
I love the retirement industry because … the work we do helps others. Our industry is filled with tremendously ...
March 2020 Member Spotlight
23
Mar
Amy Glynn
Managing Partner
GRP Advisor Alliance
I love the retirement industry because … helping people achieve financial security is noble work and it has allo...
February 2020 Member Spotlight
18
Feb
Arleatha Williams, RICP ®
Sr. Financial Advisor
Harbour Bridge Wealth Management Advisors
Wells Fargo Advisors Financial Network
I started my journey in retire...
January 2020 Member Spotlight
20
Jan
Jessica Fox, CRPS ®
Vice President, Prudential Retirement
My current job is… in the Strategic Relations Team at Prudential Retirement. I am responsible for broad...
December 2019 Member Spotlight
19
Dec
Brenda Rynski, ARCP, CRPS
Sr. TPA Business Development Manager at Capital Group
My current job involves… working closely with our top TPAs to help these firms gr...
November 2019 Member Spotlight
18
Nov
Lisa Vincent
Director, Institutional Defined Contribution Sales
BlackRock
My current job involves… Partnering with large plan sponsors along the East Coast on D...
October 2019 Member Spotlight
17
Oct
Lisa A. Showalter, CPC, QPA, QKA
Director of Business Development
The Retirement Advantage, Inc.
My current job involves… providing strategic thought leadership t...
September 2019 Member Spotlight
17
Sep
Mary Jo Innis
President
The Row Group
My current job involves… Lifting others up and using my experience and knowledge in changing people’s lives. It is so rew...
August 2019 Member Spotlight
15
Aug
Katie Green
Lead Consultant
Clearview Advisory
My current job involves... working closely with Retirement Plan Committees on creating retirement plans that are ...
June 2019 Member Spotlight
17
Jun
Lisa Gallegos
Retirement Sales Consultant
Paychex
My current job involves... Selling 401k recordkeeping services to small businesses
My first job in the ret...
May 2019 Member Spotlight
14
May
Bridget Q. Casher
Investment Consultant
Conrad Siegel
I first learned about WiPN when... I attended an industry conference breakfast, which was a networking eve...
April 2019 Member Spotlight
16
Apr
Deana Calvelli
Consultant
Lockton Companies
My current job involves... growing Lockton’s financial and health benefits consulting business in the Northeast, lea...
February 2019 Member Spotlight
18
Feb
Eileen Greenspan
SVP, Senior Plan Advisor
Sentinel Benefits & Financial Group
My current job involves… Supporting the fiduciary responsibility and liability...
December 2018 Member Spotlight
12
Dec
Katy Albers
Strategic Sales Leader
MassMutual
My current job involves… strategy development and execution specific to the finals process, with a focus on commun...
Meet our New Board Members for 2019
09
Nov
Effective January 1, 2019, WiPN will welcome several new faces to its Board. We invite you to get to know a little bit about each of them and encourage you to say he...
November 2018 Member Spotlight
09
Nov
Lydia Jun
Financial Advisor
J.P. Morgan Securities
My current job involves…providing advisory services for corporate retirement plans. As a fiduciary, I partn...
September 2018 Member Spotlight
09
Sep
Roberta Hess
Senior Vice President, Marketing
Ascensus
My first job in the retirement industry was…customer service intern at The Calvert Group in Bethesda, M...
July 2018 Member Spotlight
10
Jul
Michele T. Sarna
Managing Director, Partner
Beacon Pointe Wealth Advisors
My current job involves… educating participants on the importance of contributing to t...
May 2018 Member Spotlights
17
May
Jennifer Murray
Director, Internal Sales, Empower Retirement
My current job involves...leading a team of sales professionals to drive the growth of our large, ...
A Tribute to Dorothy Campbell: WiPN Mourns the Loss of One of Its Own
23
Mar
Generous. Problem-solver. Inclusive. Authentic. Courageous.
These are just some of the words people use to describe Dorothy, who passed away in December 2017 afte...
March 2018 Member Spotlights
21
Mar
SPOTLIGHT ON:
Karie M. O’Connor, Vice President, Investment Advisor Representative
LPL Financial dba HPL&S Financial Services
My current job involves… pro...
Letting Go of Fear and Making a Difference: Tammy Ouverson
25
Aug
As women with a shared interest in the pension industry, it’s important to continue to celebrate and learn from each other’s successes. Recently, we spoke with Tamm...
No Right Prescription – Life and Career Lessons from Christine Marcks
02
Aug
Ok, show of hands. Who thinks it is possible to maintain a healthy work-life balance while ascending one’s career from an International Economist with the US Treasu...
Compassion is the Key, Julie Braun’s Amazing Story
13
Mar
Most would agree that winning a NAPA advisor award once is quite an accomplishment. Incredibly, Julie Braun was named to the NAPA Young Guns, Top Advisors Under 40 ...
Connections that Count: A Story of Friendship and Industry Influence
10
Jan
Immediate past president of the Board of Women in Pensions Network (WiPN), Amy Glynn and incoming President, Kathleen Roche, have been friends and colleagues for ove...
Member Spotlight: Brooke Austin’s Path to the Retirement Plan Industry
02
Aug
Brooke Austin’s interest in math and numbers led her to study finance in college; however, it was her passion for helping people reduce financial stress that drove her to focus on personal financial planning.
