Equitable Appoints Jim as Head of Group Retirement and Jessica Baehr as President of Investment Management Team
Position
President
Company
Equitable Holdings
New YorkFinancial ServicesFinanceLendingBankingDescription
Equitable has appointed Jim as the head of group retirement, responsible for overseeing strategy, product portfolio, client experience, and financial results for Equitable’s group retirement business. Jessica Baehr, the former head of group retirement, will move into the role of president of Equitable’s investment management team.
Quick answer
Equitable Appoints Jim as Head of Group Retirement and Jessica Baehr as President of Investment Management Team (March 28, 2024). Equitable Holdings is based in New York, New York, United States.
- What did Equitable Holdings announce on March 28, 2024?
- Equitable has appointed Jim as the head of group retirement, responsible for overseeing strategy, product portfolio, client experience, and financial results for Equitable’s group retirement business. Jessica Baehr, the former head of group retirement, will move into the role of president of Equitable’s investment management team.
- What does Equitable Holdings do?
- Equitable Holdings, Inc. (NYSE: EQH) is a financial services holding company comprised of two complementary and well-established principal franchises, Equitable and AllianceBernstein.
- Where is Equitable Holdings based?
- Equitable Holdings is based in New York, New York, United States.
- Which similar companies made leadership changes around the same time?
- Pakistan Banks’ Association (March 28, 2024), JPMorgan Chase (March 28, 2024), Habib Bank Limited (March 29, 2024) and Zenith Bank (March 29, 2024) also announced leadership changes within 45 days of Equitable Holdings.
Source: Fundz verified event record.
Other recent leadership changes in Financial Services and Finance
Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.
- Muneer Kamal Appointed as Chief Executive Officer and Secretary General of Pakistan Banks’ Association (PBA) (March 28, 2024)
- J.P. Morgan Names Rita Chan and Alan Ho as Co-Senior Country Officers for China (March 28, 2024)
- Muhammad Nassir Salim Appointed as President and CEO of Habib Bank Limited (March 29, 2024)
- Adaora Umeoji Appointed as Group Managing Director and Chief Executive Officer of Zenith Bank (March 29, 2024)
- Western Alliance Bank Appoints Katie McDowell as Senior Vice President, Relationship Manager and Jon VanDerMeid as Credit Underwriting and Portfolio Manager (March 27, 2024)
- Nidhu Saxena Appointed as Managing Director and Chief Executive Officer of Bank of Maharashtra, Replacing A.S. Rajeev (March 27, 2024)
Who to call at Equitable Holdings, and when
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- The decision-makers there, with verified emails
- Who you already know at Equitable Holdings, from your own LinkedIn network
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