WTW expands Financial Institutions team by adding three experts focused on broker-dealers and independent financial advisors
25 Junio 2024 - 8:02AM
WTW (NASDAQ: WTW), a leading global advisory, broking, and
solutions company, today announced the appointment of three
strategic new hires within the Financial Institutions and
Professional Services industry division, which is part of Corporate
Risk and Broking, North America (CRB NA). Bringing deep expertise
within broker-dealers and independent financial advisors, the
addition of Heather Mann, Larry Trombino, and Jeanette Younger will
significantly broaden the team’s capabilities and further leverage
our enhanced technology platform for this business.
Heather Mann, based in Miami, Florida, joins WTW from Aon, where
she spent the previous 23 years. Most recently serving as an
Executive Vice President, Mann brings a unique Financial
Institutions expertise focused on developing creative risk finance
and insurance solutions for broker-dealers and life insurance
agents.
Larry Trombino, an attorney by training, is based in New York
City, and spent the last 16 years at Aon, where he most recently
served as a Senior Vice President in the financial institutions
space. He was a team leader and primary claim advocate for
company-sponsored insurance agents and specialized Broker-Dealer
Errors & Omissions (E&O) programs.
Jeanette Younger, based in San Francisco, joins WTW from Aon,
where she spent the previous 8 years. Most recently, she served as
a Vice President, where she focused on developing E&O insurance
programs for large financial institutions and their insurance
agents, registered representatives, and investment advisors. With
more than 21 years of experience serving the professional liability
needs of financial institutions, she has a strong understanding of
the industry and client’s specialized needs.
“Heather, Larry and Jeanette bring a highly specialized skillset
to the team,” commented Brad Messinger, Head of Financial
Institutions and Professional services (FIPS) in North America.
“Financial institutions are a particular strength of CRB in North
America, and we are thrilled to expand our expertise and deepen our
presence with Independent Financial Advisors.”
Mike Chang, Head of CRB North America, added, “I am excited
about the momentum our FIPS team has established in the market. The
addition of this team of experts will help sustain that momentum,
and position CRB NA as the go-to resource for specialized risk
transfer solutions for financial institutions throughout the
market.”
About WTW
At WTW (NASDAQ: WTW), we provide data-driven, insight-led
solutions in the areas of people, risk and capital. Leveraging the
global view and local expertise of our colleagues serving 140
countries and markets, we help organizations sharpen their
strategy, enhance organizational resilience, motivate their
workforce and maximize performance.
Working shoulder to shoulder with our clients, we uncover
opportunities for sustainable success—and provide perspective that
moves you. Learn more at wtwco.com.
Media Contacts
Douglas MenellyDouglas.Menelly@wtwco.com +1 (516) 972
0380
Arnelle SullivanArnelle.Sullivan@wtwco.com +1 (718)
208-0474
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