Cetera Financial Institutions Congratulates LeAnn Rummel for Induction into the BISA Circle of Excellence
Award Honors Outstanding Professionals for their Contribution to the Insurance and Securities Industry in Bank and Credit Union Wealth Management Channels
Los Angeles, CA – Cetera Financial Institutions, formerly known as PrimeVest Financial Services, today announced that LeAnn Rummel, Executive Vice President and National Sales Manager for Cetera Financial Institutions, has been selected as a Member of the BISA Circle of Excellence for 2014. This prestigious award, administered by the Bank Insurance and Securities Association (BISA), each year honors outstanding individual professionals for their commitment to the insurance and securities industry.
Dan Overbey, who today assumed the position of President of the BISA Board of Directors during BISA’s national convention in Hollywood, Florida, said, “I am thrilled that BISA has chosen to recognize LeAnn Rummel for her exceptional contributions to our industry over the course of her outstanding career.”
“Working closely with LeAnn on the BISA Board for several years has given me tremendous appreciation for her passion and intelligence in seeking to ensure that our nation’s banks and credit unions are leading the way in serving the investment needs of all their customers and members, from the smallest investors to mass-affluent and above. Her dedication and experience have served a tremendous purpose in enabling individuals across the wealth spectrum to access sound advice and rewarding financial products that can help them better their lives by helping to achieve their financial goals,” he concluded.
Catherine Bonneau, President of Cetera Financial Institutions, said, “We are extremely proud that LeAnn has been recognized for her work and contributions to the investment, insurance and wealth management programs of financial institutions. For the past 22 years, through a variety of positions, LeAnn has been a driving force at Cetera Financial Institutions, helping it to achieve its corporate objectives while advocating passionately for the needs of our customers. Her years of involvement with BISA have been with the intent of strengthening the industry and helping our financial institution customers enhance the services they offer to all their clients. As a result 2013, was our most successful year and the future looks very bright for investment programs within financial institutions.
Ms. Rummel stated, “I was surprised and delighted to be named to the BISA Circle of Excellence and join such an eminent grouping of industry leaders. BISA provides an invaluable forum for networking among banks, credit unions, advisors, broker-dealers and product manufacturers, to educate and share best practices for serving our end-customers and delivering the very best solutions for their evolving financial needs. As many wirehouses and larger advisory firms have often focused on serving a more affluent clientele, banks and credit unions have the unique opportunity of stepping up to meet the needs of a broader client base in a scalable manner. I am deeply committed to the growth and long-term success of the wealth and financial services programs of banks and credit unions, and to supporting BISA in its leadership endeavors within the industry.”
Ms. Rummel’s tenure in the financial services industry spans more than 25 years. Since joining PrimeVest (now Cetera Financial Institutions) in 1992, she has risen through several sales and marketing and managerial positions. She currently serves as National Sales Manager, overseeing all sales functions including financial institution relationship management, sales support, product management, Rep on Demand, representative recruitment, sales supervision and strategic partner relations. In addition, she is part of the firm’s Executive Committee and acts as President of Cetera’s Insurance Agencies. She has been a BISA Board Member since 2010.
About the Bank Insurance & Securities Association (BISA)
The Bank Insurance & Securities Association is the leading financial services industry association dedicated to serving those responsible for the marketing, sales and distribution of securities, insurance, and other financial products and advisory services through the bank channel. Member companies include depository institutions of all sizes, their broker/dealer and mutual fund subsidiaries, third-party marketing companies, product manufacturers and firms providing products, technology or services to support these enterprises.
About Cetera Financial Institutions
Cetera Financial Institutions, formerly known as PrimeVest, is a marketing name for Cetera Investment Services LLC, a self-clearing, registered broker-dealer and registered investment adviser firm that delivers customized investment and insurance solutions to approximately 450 financial institutions nationwide. With its focus exclusively on banks and credit unions, Cetera Financial Institutions offers flexible program options that helps deepen relationships with clients, grow fee income and fulfill financial institution goals. Cetera Financial Institutions is a member of Cetera Financial Group, which provides leading wealth management and advisory platforms and innovative technology for approximately 7,400 independent financial advisors nationwide.
Cetera Financial Institutions is a member of the Depository Trust and Clearing Corporation (DTCC), the Securities Investors Protection Corporation (SIPC), and the Financial Industry Regulatory Authority (FINRA). For more information, see www.ceterafinancialinstitutions.com.
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