Sign up today and take advantage of member-only content — the kind of timely, cutting edge industry insight that only Money Management Executive can deliver.
  • Exclusive Online Only Content
  • Free Daily Email News Alerts
  • Asset Management Blogs

GoldK Rounds Out Wholesaler Team


Retirement plan provider GoldK said last week that it has finished building out a wholesale team that will target financial advisors. The company has been building the team for the last year and a half.

The wholesale group includes Anne Marie Sheedy, who will cover the midwest for GoldK and most recently worked at SunLife in Canada as a supervisor on the sales desk; Doug Cook, formerly of Putnam Investments, who will cover western states; Paul Good, a former Fidelity Investments executive who will cover New England; Tracy Paulsen, who will cover the northwest and most recently worked CDC IXIS Asset Management; Paul Alwine, formerly of Pioneer Investments, who will cover metro and upstate New York; Amy Runci, formerly of John Hancock Life Insurance Co., who will cover the southwest; Rob Crotty, formerly of BISYS, who will cover the mid-Atlantic; and Kurt Beardsley, also formerly of Pioneer, who will cover the southeast.

The team will report to David Egel, GoldK's VP of national sales, and will work from the company's Waltham, Mass. headquarters.