Man with a (Financial) Plan: Executives on the Move
October 18, 2016 4:47 PM
Diamond Financial Planning
Adam Hartzell (left), financial advisor; Benn Smith (center), financial advisor; and Stephen Clark (right), financial consultant, all representatives of Diamond Financial Planning, a division of Diamond CU, Pottstown, Pa., were ranked in the top 10% for financial institutions with up to $650 million in deposits for the 2nd quarter of 2016, as reported by LPL Financial.
Mike DeFazio
Redwood CU, Santa Rosa, Calif., said Mike DeFazio, CFS Financial Advisor, earned the 2015 Gold Pacesetter Award at the CFS/SPF No Boundaries! 2016 Annual Conference, held in San Diego.
Christine Foster
Redwood CU, Santa Rosa, Calif., said Christine Foster, CFS Financial Advisor, earned the Silver Pacesetter Award, at the CFS/SPF No Boundaries! 2016 Annual Conference, held in San Diego.
Clark Matthiessen
Redwood CU, Santa Rosa, Calif., said Clark Matthiessen, CFS Financial Advisor, earned the Silver Pacesetter Award, at the CFS/SPF No Boundaries! 2016 Annual Conference, held in San Diego.
Steven Kerston
Redwood CU, Santa Rosa, Calif., said Steven Kerston, CFS Financial Representative, earned the Bronze Pacesetter Award at the CFS/SPF No Boundaries! 2016 Annual Conference, held in San Diego.
Ashley Kohlrus
Ashley Kohlrus, chief operations officer for Allegacy FCU, Winston-Salem, N.C., was honored with one of Winston-Salem Chambers 2016 Winston<40 Leadership Awards.
Ron Frey
CU Direct has appointed Ron Frey chief strategy officer-automotive solutions.
Sarah Jaeger
Ideal CU, Woodbury, Minn., promoted Sarah Jaeger to branch manager of the new Stillwater office, which will open in late 2016.
Mark Levesque
Jeanne DArc CU, Lowell, Mass., named Mark Levesque as AVP of technology operations.
Laura Carrion
United FCU, St. Joseph, Mich., appointed Laura Carrion as manager at the Hacienda Plaza branch in Sparks, Nev.
Josh Whisenhunt
Oregon State CU, Corvallis, Ore., promoted Josh Whisenhunt to director of business services.
Kim Carson
Oregon State CU, Corvallis, Ore., promoted Kim Carson to assistant manager of business services.
Gene Novello
Teachers CU, South Bend, Ind., promoted Gene Novello to EVP and chief operating officer.
Beth Schaller
SPIRE CU, Falcon Heights, Minn., named Beth Schaller as the Woodbury branch manager.
