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MMI Names Two Industry Originators as 2009 Pioneers

By LifeYield | March 11, 2009 | News

Honorees Recognized for Retirement Planning Leadership and Pathbreaking Service to Industry

Washington, D.C., March, 2009 – MMI, the national organization for the managed investment solutions and wealth management industry, today announced its two Pioneer Award Winners. The winners will be recognized at the Gateway to Leadership Fundraiser dinner on March 26, 2009 in Philadelphia at the 2009 MMI Annual Convention. The Pioneer Award is bestowed each year on individuals who embody MMI’s mission to serve as an advocate and catalyst for growth for the managed investment solutions and wealth management industry.

The winners this year include:

Jack Sharry, Executive Vice President of Strategic Development, LifeYield

Jack Sharry has more than 25 years experience in the financial sector, demonstrating innovation in roles spanning sales and marketing, product development and distribution. Mr. Sharry is widely recognized as an industry expert on retirement income services and solutions. As a founding member and Governor of MMI, Mr. Sharry conceived of and initiated MMI’s annual Sales and Marketing Leadership Summit and is the Chairman of the MMI Retirement Solutions Committee.

Cheryl Nash, Senior Vice President of Strategic Marketing and Business Development, Fiserv (formerly CheckFree)

Cheryl Nash exemplifies the definition of a Pioneer by having helped lead the industry’s most established platform provider for more than 25 years. Ms. Nash is an original employee of what was Security APL, helping to grow and innovate the platform which now supports more than 300 clients and close to 3 million accounts. Ms. Nash is the co-chair of the MMI Technology and Operations committee, whose mission is to develop efficient operations and to press for industry-wide improvements, including the communications standards.

“The focus of the awards this year was on industry leaders who embody the characteristics of a pioneer, especially in challenging times,” said Christopher L. Davis, president of MMI. “Both of this year’s seasoned honorees were instrumental in establishing foundations on which the industry has grown and improved. Cheryl Nash is recognized for her work at Fiserv (formerly CheckFree) and especially for her foresight in developing a solution for UMAs. Jack Sharry is recognized for his work helping to form MMI and steering his fellow industry executives to develop solutions for retirement income management and security. Ms. Nash and Mr. Sharry join a prestigious list of 30 Pioneers.”

 

About MMI
Since 1997 MMI has been the leading voice for the global financial services organizations that provide advice and professionally-managed solutions to individual and institutional investors. Through industry advocacy, educational initiatives, regulatory affairs, data reporting and professional networking, MMI supports and advances the growth of managed investments. MMI members' advice-driven investment solutions serve an evolving worldwide financial landscape and their organizations are committed to the highest standards of fiduciary responsibility and ethical conduct.For more information, visit www.mminst.org.
About LifeYield
LifeYield (www.lifeyield.com), creators of the Taxficient Score®, is the industry innovator and leader in facilitating tax-smart, risk-smart household portfolio management. LifeYield's Advantage Suite® enables financial advisors to provide a comprehensive, tax-aware view of a client's entire investment and insurance portfolio, including easy-to-use tools to engage clients so they make and keep more money, and achieve their financial goals.
Based in Boston and founded by finance and technology industry leaders, LifeYield believes that by leveraging digitally enhanced advice advisors can improve investor outcomes and enhance the value and experience of support goals-based wealth management strategies.
For more information, please visit www.lifeyield.com.