Leadership

Scott Greenfield, CLF
CEO & Managing Partner

Christina Mantzaris
CFO – COO

Peter Kane
Chief Supervisory Officer

Dennis Mullen, ChFC, CLTC
Managing Director, Brokerage

Travis Caruso, CLTC
VP, Sales

Lisette Clark
New Business Manager

Elizabeth (Liz) D’Aleo
SVP, Sales & Business Development

Kay-Dean Dawson-Smith
Controller

James Farka
SVP, Advanced Life Sales

Elizabeth Frunzi
SVP, Director of Marketing

Zinora Koven
Brokerage Director

Shirley Morel
VP, Head of Agency Operations

Kristen Olsziewski
VP, Head of Regulatory Operations

Michael Patch
VP, Brokerage

Steven Randall
Managing Director, Sales

Kyle Uricchio
VP, Head of Investment Oversight