Local Financial Advisors Receive Woman of Distinction Honor
Marilyn Burrell, Joni Hootman, and Kim O’Donohue, all Financial Advisors at
CEFCU, registered through CUNA Brokerage Services, Inc. have received 2013
Women of Distinction awards in recognition of their superior performance,
value, and overall contribution to the financial services industry.
Women of Distinction is an award presented by CUNA
Brokerage Services, Inc. recognizing the top female financial advisors
throughout the nation within their broker/dealer operation. Candidates are
nominated by industry peers, and selections are based on the nominee’s annual
performance and outlined contribution to their clientele, the credit unions
they service, as well as the financial services industry as a whole.
Through their roles as a Woman of Distinction, Burrell,
Hootman, and O’Donohue will participate in a national mentoring program
sponsored by CUNA Brokerage Services, Inc. where they will have the opportunity
to work with, and foster, female advisors who are new to the industry.
CUNA Brokerage Services, Inc. utilizes face-to-face financial
advisors to help credit unions meet member retirement, investment and insurance
needs. Working onsite at credit unions, financial advisors provide members with
comprehensive financial services from simple transactions to complex financial
planning and wealth management services.
CUNA Brokerage Services provides Broker Dealer services to credit unions throughout the nation, offering a full range of investment products, variable insurance products, securities programs and professional services related to securities transactions.
Comments
Post a Comment