SRS - Key Persons
Job Titles:
- Member of the Leadership Team
- President
- President of Sammons Institutional Group®, Inc
Bill is President of Sammons Institutional Group®, Inc. (SIG), a member company of Sammons® Financial Group, Inc. SIG provides retirement solutions to financial professionals through its wholesale divisions, Sammons Retirement Solutions® and Midland Retirement Distributors®. Both divisions specialize in developing and distributing individual retirement solutions through broker/dealers and banks.
Prior to joining Sammons Financial Group in 2011, Bill spent 17 years at ING in a variety of leadership roles, including President of ING Individual Retirement Distribution, CEO of U.S. Annuities, President of ING Wealth Management Wholesale Distribution, President of Corporate and Individual Markets, and President of the ING Financial Horizons business. Prior to ING, he was in sales leadership with Lincoln Benefit Life Company.
Over 30 years in the financial services industry, Bill has managed a broker/dealer, run 401(k), IRA, and annuity businesses, and has a successful track record creating and distributing 401(k)s, variable annuities, fixed annuities, life insurance, mutual fund products, and managed accounts.
Bill has a bachelor's degree in Business Administration and Computer Science from Doane College. He has participated in executive programs at Dartmouth College and the University of Chicago, and completed the CEDEP General Management Program at Insead in Fountainebleu, France. He is a General Securities Principal, Investment Advisory Representative, Chartered Life Underwriter, Chartered Financial Consultant, and Fellow of the Life Management Institute. He is currently on the board of the Insured Retirement Institute in Washington, D.C., and Freedom for Youth in Des Moines, Iowa.
Job Titles:
- Member of the Leadership Team
- Head of Distribution for Sammons Institutional Group
- Head of Sales - SIG
Greg Bonzagni is Head of Distribution for Sammons Institutional Group®. Having joined the company in October 2011, he oversees all day-to-day management of the Sammons Retirement Solutions® and Midland Retirement Distributors® internal and external sales teams.
Greg brings more than 20 years of industry experience to this role, including sales and sales management positions for asset management and insurance products at companies such as Principal Global Investors, ING, JPMorgan, and MFS.
Greg is an engaging speaker on industry trends and practice management, and he frequently presents at industry conferences around the country.
Greg earned his Bachelor of Arts degree from the University of Massachusetts at Amherst and holds his Series 6, 63, 26, and 7 licenses.
Job Titles:
- Vice President, Sales and Compliance Administration for Sammons Institutional Group®, Inc
Stacy Bagby is Vice President, Sales and Compliance Administration for Sammons Institutional Group®, Inc., having joined the company in June of 2011. She is responsible for overseeing all sales administration functions, including data management, reporting and analytics, strategic planning, project management, compensation administration, budget and expense management, technology and systems support, fund revenue administration, 38a-1 compliance, and regulatory document management.
Prior to joining Sammons® Financial Group, Inc., Stacy spent 17 years at ING and its predecessor companies in a variety of positions, including Head of Value-Added Programs, Head of Specialty Markets, Six Sigma Black Belt, Director of Distributor Communications, and Project Manager.
Stacy has nearly 30 years of financial services experience, having started her career as a registered representative with New England Financial.
She is a past member of Sammons Financial Group's Community Involvement Committee and is active with Children & Family Urban Movement.
Stacy is a graduate of AIB College of Business and holds a degree in Business Administration. She is also a graduate of Drake University's Executive Leadership Program. She is a Certified Six Sigma Black Belt.