Bebe Wilkinson, Cfp®, Cima®
About Bebe Wilkinson, Cfp®, Cima®
Bebe Wilkinson, CFP®, CIMA®, is the VP of Wealth Management Product at MML Investors Services, part of MassMutual. She has extensive experience in wealth management, asset management, insurance, and retirement services.
Title and Current Role
Bebe Wilkinson serves as the Vice President of Wealth Management Product at MML Investors Services, a division of MassMutual. In this role, she is responsible for overseeing the development and management of wealth management products, leveraging her extensive experience in financial services to optimize resources and promote innovative solutions.
Previous Professional Experience
Before joining MassMutual, Bebe Wilkinson held several prominent roles in notable financial institutions. She was the Head of Wealth Management Product at MetLife Broker-Dealer Group from 2014 to 2016. Prior to that, she was a Senior Consultant at BridgePoint Group, LLC, from 2013 to 2014. At ING in New York, she served as Head of Product - U.S. Individual Retirement from 2009 to 2012 and Head of Separate Accounts and Strategic Relationship Management from 2000 to 2009. Additionally, she was the Head of U.S. Variable Annuity Operations at ING from 1997 to 1999 in West Chester, PA.
Educational Background
Bebe Wilkinson studied at North Carolina State University, where she earned a Bachelor of Arts in Accounting. Her formal education laid the foundation for her extensive career in financial services, contributing to her expertise in wealth and asset management, strategic planning, and global relationship management.
Industry Expertise and Specialization
Bebe Wilkinson is well-versed in wealth management, asset management, insurance, and retirement services. She has significant expertise in advisory platforms, mutual funds, SMAs, annuity and life product development, marketing, and strategic market planning. Her background also includes public accounting, corporate strategy, and management consulting, making her adept in optimizing resources and spearheading innovative solutions in complex environments.
Leadership and Governance Roles
In addition to her executive roles in various organizations, Bebe Wilkinson serves on the Board of Governors for the Money Management Institute (MMI). This position allows her to contribute to the leading voice for global financial services organizations, reflecting her commitment to advancing industry standards and practices.