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DE&I Voices: The Value of Diverse Teams With Jermaine Perrien & Megan Richter
Manage episode 445808086 series 3396762
In this final episode in the BISA Portfolio Podcast “DE&I Voices” series, guest host Logan Hickman of Nationwide converses with Megan Richter of Key Investment Services and Jermaine Perrien of Symetra about the value of diverse teams within the financial institution. Both Symetra and Key Investment Services have implemented DE&I initiatives, such as resource groups, training and leadership commitment. They discuss these initiatives and strategies for the future.
About Logan Hickman
Logan Hickman, ChFC®, CLU®, serves as director of advisory annuity distribution for Nationwide. In his role, he leads a team of high-performing sales professionals who are responsible for growing advisory annuity sales within the broker-dealer channel. Hickman is also responsible for helping design and implement long-term sales strategies that align with Nationwide's mission of protecting people, businesses and futures with extraordinary care.
Perhaps most importantly, though, Hickman is a fervent champion of diversity, equity and inclusion. Aside from the daily duties of his role, he serves as the President of Nationwide's Pride Employee Resource Group’s Scottsdale Chapter. He also serves on BISA's DE&I Committee and is a 2023 BISA Rising Star.
Hickman and his husband, Ben, live in Scottsdale, AZ with their cream-colored miniature dachshund, Whitney. Outside of work, they enjoy hiking (when it’s not too hot), long weekend trips and exploring the Phoenix food scene with friends.
About Jermaine Perrien
Jermaine Perrien has worked in the financial services sector since 2005. He joined Symetra Financial in 2015 and is currently assistant director of internal sales/talent and development for the retirement division. Perrien was recognized by BISA as a 2023 Rising Star and is a member of the Association for Wholesaling Diversity. He is passionate about providing opportunities, helping others realize their potential and increasing financial literacy. Perrien also serves on Symetra’s DEI Strategy Team and the retirement division’s DEI Leadership Council. A 2004 graduate of the University of Puget Sound in Tacoma, Washington, Perrien lives in the Pacific Northwest with his wife and children.
About Megan Richter
Megan Richter is a wealth management regional Eeecutive with Key Investment Services within the following markets: Ohio, Indiana, Michigan, Colorado, Utah, Idaho, Oregon, Washington and Alaska. She leads and coaches a team of Wealth Market Leaders leading Private Client Financial Advisors to grow her business through deepening our existing relationships and expanding our market share across Key Bank’s footprint.
BISA is the leading financial services industry association dedicated to serving those responsible for the marketing, sales and distribution of securities, insurance and other financial products and advisory services through the bank channel.
22 епізодів
Manage episode 445808086 series 3396762
In this final episode in the BISA Portfolio Podcast “DE&I Voices” series, guest host Logan Hickman of Nationwide converses with Megan Richter of Key Investment Services and Jermaine Perrien of Symetra about the value of diverse teams within the financial institution. Both Symetra and Key Investment Services have implemented DE&I initiatives, such as resource groups, training and leadership commitment. They discuss these initiatives and strategies for the future.
About Logan Hickman
Logan Hickman, ChFC®, CLU®, serves as director of advisory annuity distribution for Nationwide. In his role, he leads a team of high-performing sales professionals who are responsible for growing advisory annuity sales within the broker-dealer channel. Hickman is also responsible for helping design and implement long-term sales strategies that align with Nationwide's mission of protecting people, businesses and futures with extraordinary care.
Perhaps most importantly, though, Hickman is a fervent champion of diversity, equity and inclusion. Aside from the daily duties of his role, he serves as the President of Nationwide's Pride Employee Resource Group’s Scottsdale Chapter. He also serves on BISA's DE&I Committee and is a 2023 BISA Rising Star.
Hickman and his husband, Ben, live in Scottsdale, AZ with their cream-colored miniature dachshund, Whitney. Outside of work, they enjoy hiking (when it’s not too hot), long weekend trips and exploring the Phoenix food scene with friends.
About Jermaine Perrien
Jermaine Perrien has worked in the financial services sector since 2005. He joined Symetra Financial in 2015 and is currently assistant director of internal sales/talent and development for the retirement division. Perrien was recognized by BISA as a 2023 Rising Star and is a member of the Association for Wholesaling Diversity. He is passionate about providing opportunities, helping others realize their potential and increasing financial literacy. Perrien also serves on Symetra’s DEI Strategy Team and the retirement division’s DEI Leadership Council. A 2004 graduate of the University of Puget Sound in Tacoma, Washington, Perrien lives in the Pacific Northwest with his wife and children.
About Megan Richter
Megan Richter is a wealth management regional Eeecutive with Key Investment Services within the following markets: Ohio, Indiana, Michigan, Colorado, Utah, Idaho, Oregon, Washington and Alaska. She leads and coaches a team of Wealth Market Leaders leading Private Client Financial Advisors to grow her business through deepening our existing relationships and expanding our market share across Key Bank’s footprint.
BISA is the leading financial services industry association dedicated to serving those responsible for the marketing, sales and distribution of securities, insurance and other financial products and advisory services through the bank channel.
22 епізодів
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