Allianz Head of RIA Distribution Heather Kelly Departs Agency

Heather Kelly, who served as first senior vp of advisory and strategic accounts at Allianz Life, has left the corporate, Allianz has confirmed. Kelly was chargeable for the technique, integration and progress of the agency’s RIA channel, in addition to its dealer/seller partnerships.

“Whereas we don’t touch upon particular personnel modifications, Allianz Life lately made a small variety of modifications to our distribution management construction to higher align with our strategic targets for brand spanking new market progress,” stated Brett Weinberg, a spokesman for Allianz. “We anticipate that these modifications will assist us to even higher serve our purchasers as we proceed to develop as a company.”

Weinberg declined to say who would tackle Kelly’s position. She reported to Chief Distribution Officer Eric Thomes.

Kelly declined to remark. 

Previous to becoming a member of Allianz, Kelly was chargeable for main danger administration at United Capital, which was acquired by Goldman Sachs in 2019. There, she constructed a platform for integrating insurance coverage methods into the planning course of. She additionally has experience in educating advisors and purchasers on how insurance-based merchandise can increase international planning and monetary stability.






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