About a-team Marketing Services
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Russell Investments Makes Key Appointment for Index Business

Subscribe to our newsletter

Russell Investments has appointed Shelton (Shellie) Unger as director of plan sponsor sales for Russell Indexes. Unger, who has more than thirty years of financial services experience, will lead a focused initiative to introduce the full depth and breadth of Russell Indexes’ product and service offering to the plan sponsor community in the U.S., including foundations, endowments and consultants. She joined Russell on July 18th, is based in the firm’s New York office and reports to Kevin Lohman, managing director of sales for Russell Indexes.

“With the significant challenges plan sponsors face today such as increasing market volatility, decreasing funding ratios and the uncertain market and investment climate, retirement plan sponsors need access to high quality benchmarking tools to make well informed asset allocation decisions,” said Lohman. “Shellie brings incredible insight into the needs of the plan sponsor community with a proven track record of building and motivating world class service teams to address these needs.”

Prior to joining Russell, Unger spent twenty-five years with Vanguard where she helped build a variety of successful business teams serving different aspects of the institutional retirement market. Her assignments at Vanguard included client service, operations, strategic planning, institutional sales and marketing, participant education, online strategy, international and nonprofit sales and global consultant relations. At Russell, she will lead the effort to grow awareness and expand partnerships among existing and new plan sponsor clients in the U.S., encouraging them to utilize the full depth and breadth of Russell Indexes’ benchmarking capabilities.

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Voice recording for communications surveillance under MIFID II/MAR

To date, the industry’s regulatory compliance focus for upcoming European MiFID II and Market Abuse Regulation (MAR) has been on issues including the structure of trading facilities, systematic internalisation, governance, best execution and time-stamping. MiFID II and MAR also contain provisions, however, increasing the requirements for recording and archiving voice communication related to securities trading....

BLOG

Trading Up: Helping Our Youngsters Get What We Do

By Andrew Delaney, President, A-Team Group. We hear it time and time again – at our conferences, on our roundtables and from our advisory boards: our beloved financial data and technology industry is suffering from an acute skills shortage. Flip to the other side of the coin, and employers and parents alike fret about the...

EVENT

AI in Capital Markets Summit London

Now in its 3rd year, the AI in Capital Markets Summit returns with a focus on the practicalities of onboarding AI enterprise wide for business value creation. Whilst AI offers huge potential to revolutionise capital markets operations many are struggling to move beyond pilot phase to generate substantial value from AI.

GUIDE

Corporate Actions 2009 Edition

Rather than detracting attention away from corporate actions automation projects, the financial crisis appears to have accentuated the importance of the vital nature of this data. Financial institutions are more aware than ever before of the impact that inaccurate corporate actions data has on their bottom lines as a result of the increased focus on...