
Invest in Others Board Member
Joined August 2019
Head of Wealth Management
MassMutual
Wendy joined MassMutual in October of 2009 as the Assistant Vice President of Infrastructure and Architecture for MassMutual’s Broker Dealer. In April of 2011, Wendy was promoted to Vice President and Chief Operating Officer of Sales and Distribution Operations. In this role, Wendy was responsible for Sales Operations, Field Compensation, Field Technology and other distribution related functions.
In May of 2016, Wendy assumed the role of Head of Wealth Management for MassMutual Financial Advisors, which includes oversight of MassMutual’s Broker Dealer and Trust Company.
Prior to joining MassMutual, Wendy was with John Hancock Financial Services. She began her career there in 1991 and held various positions in the Mutual Fund, Annuity, Life Insurance and Broker Dealer areas. Her most recent position there was President and Chief Operating Officer for Signator Investors, Inc., John Hancock’s career agency Broker Dealer. Prior to joining John Hancock, Wendy worked for six years at Boston Financial as a Call Center Manager.
Wendy is originally from Upstate New York and earned her Bachelor of Science Degree in Business Administration from the State University of New York at Brockport. She currently lives in Braintree, MA.