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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
November 01, 2001 at 07:00 PM
NU Online News Service, Nov. 1, 2:03 p.m. – GE Financial Assurance, Lynchburg, Va., has promoted Joan Cleveland to national sales leader for its independent brokerage group.
Cleveland will be in charge of combining the brokerage general agent and affluent marketing services groups.
GE Financial hired Cleveland in July as a vice president with the affluent marketing services group.
Before Cleveland joined GE Financial, she was a vice president with a U.S. unit of the AXA Group, Paris. She has also held sales and marketing jobs at J.J. Schumacher Associates, Los Angeles; Security Life of Denver, Denver; and Van Eck Global, New York.
Cleveland attended California State University at Northridge. She holds the Chartered Life Underwriter, Chartered Financial Consultant and Registered Employee Benefits Consultant designations.
GE Financial is a unit of the General Electric Company, Fairfield, Conn.
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