|
|
|
|
|
OFFICERS… |
PRESIDENT |
President
Marc A. Vosen
Key Investment Services |
Immediate Past President
John D. Vaughan
BB&T Investment Services |
|
VICE PRESIDENTS |
Sam Guerrieri, Jr.
M&T Securities, Inc. |
Dan Overbey
Colonial Brokerage Inc. |
|
SECRETARY |
Thomas N. Howe
Webster Investment Services |
|
|
TREASURER |
Keith Pipes
Wescom Credit Union |
|
|
GENERAL COUNSEL |
John F. Hartigan
Morgan, Lewis & Bockius LLP |
|
|
DIRECTORS… |
BOARD OF DIRECTORS |
Peter Bielan, SunTrust Investment Services
Brett Bowers, MidFirst Bank
Robert Comfort, Huntington Investment Company
Frank Consalo, Fulton Financial Advisors
Kelly Corah, First Tech Investment Services
Anne Dunne, PrimeVest Financial Services
James R. Eads, USA Advisors Network
Marcia Godsey, VIP Insurance
Sam Guerrieri, M&T Securities, Inc.
Norma Hajduk, PNC Investments |
Thomas Howe, Webster Investment Services
Dan McCormack, US Bancorp Investments & Insurance
Dan Overbey, BankUnited Investment Services
Keith Pipes, Wescom Financial Services, LLC
Vance Richard, Iberia Financial Services, LLC
Bruce Snell, Carolina First Bank
John Vaughan, BB&T Investment Services
Marc Vosen, Key Investment Services
Lincoln Yersin, Wells Fargo Wealth Management Group |
|
EMERITUS DIRECTORS |
Maryann Bruce |
Mike Mortensen
PNC Investment |
John F. Hartigan
Morgan, Lewis & Bockius LLP |
Robert Mittel
Prudential |
John Lewis
Bank of Montreal |
|
|
ADVISORY BOARD… |
ADVISORY BOARD |
Steve Becker, Principal Financial Group
Dean Borgh, Wells Real Estate Funds
Wilbur Bullen, Jackson National Life Insurance Co.
Robert Burnett, MetLife Investors
Chris Coudret, The State Life Insurance Co., A ONEAmerica Company
Steve Dowden, INVEST Financial
Randall Gabrielson, Allianz Life Insurance Company
John Gies, Prudential Financial
Mark Halloran, ING Annuities
Craig Kamis, LPL Financial Institution Services
Richard Koll, Essex National Securities, Inc.
Michael Korthaus, Protective Life Insurance Co.
Ryan Lex, Genworth Financial
Frieda Lewis, Broadridge Financial Solutions
Stuart Littler, John Hancock |
Michael McCarthy, AXA Distributors, LLC
LeAnn McCool, PrimeVest Financial Services, Inc.
Tara Micek, MetLife Investors
Kevin Mummau, CUSO Financial Services, LP
Tom Olson, Lincoln Financial
Dan Overbey, BankUnited Investment Services
Thomas Pellowe, Dividend Capital
John Phillips, National Financial, a Fidelity Investments company
Wendy Schmidt, Pershing LLC
Craig Simms, Vantis Life Insurance Company
Peter Stahl, The Hartford/PLANCO
Dennis Taylor, Symetra/TFS Training & Consulting, Inc.
Liza Tyler, New York Life Insurance Company
Marc Vosen, Key Investment Services |
|
STAFF…
|
MANAGING DIRECTORS |
Robert F. Grieb
610-989-9047, x 16
rfgrieb@bisanet.org |
J. Heywood E. Sloane
610-989-9047, x 17
heywoods@bisanet.org |
|
DIRECTOR GOVERNMENT RELATIONS |
Richard D. Starr
425-392-1699
rstarr@bisanet.org |
|
MEMBER DEVELOPMENT |
Linda McCrillis
Financial Institutions
Director, Member Development
610-989-9047, x 15
lmccrillis@bisanet.org |
Mary Ann Kelley
Product & Service Partners
Director, Conferences & Associate Member Development
610-398-3022
makelley@bisanet.org |
|
ADMINISTRATION |
Linda Henderson
Member Services Manager
610-989-9047, x 13
lhenderson@bisanet.org |
Ilene S. Persin
Marketing & Communications Manager
610-989-9047, x 27
ipersin@bisanet.org |
|
BISM |
Marianne Erwin
Advertising Manager
Bank Insurance & Securities Marketing
541-684-0214
bism.ads@bisanet.org |
Andrew W. Singer
Editor and Publisher
Bank Insurance & Securities Marketing
914-381-7475
asinger@bisanet.org |
|
GENERAL CONTACT INFORMATION |
Bank Insurance & Securities Association
303 W. Lancaster Ave., Suite 2D
Wayne, PA 19087
Phone: 610-989-9047 Fax: 610-989-9102
Email: bisa@bisanet.org |
|
MISSION & VISION…
VISION
To be the Association of choice for firms and financial professionals who wish to successfully engage in providing integrated financial services including investments and insurance through depository institutions.
MISSION
BISA's mission is to support member firms and financial professionals within depository institutions by building a community and providing forums to enhance their professionalism, knowledge, and productivity to help them best serve their clients with a broad array of financial solutions.
|