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FOR IMMEDIATE RELEASE BISA Announces 2007 Awards of Excellence Winners Hollywood, FL — March 4, 2008: At its 2008 Annual Convention Awards ceremony in Florida the BISA announced the winners of the annual BISA Awards of Excellence in 2007. The Awards of Excellence program consists of four annual awards; the Executive of the Year, the Large Institution Program of the Year, the Regional Institution Program of the Year, and the Community Based Program of the Year. In addition the BISA Raiken-Sender Lifetime Achievement Award is awarded from time to time at the discretion of the Board to individuals who have contributed to the industry in a substantial way, and consistently done so over a number of years. Nominations are provided by member firms, but may include program exemplars of ‘best practices,’ regardless of BISA membership. The BISA Board determines the award winners each year based on numerous factors. For executives they include the quality and success of their program and the extent of the individual’s contributions to the success of their institution and the industry. Awards for Program of the Year may be given for a securities, insurance, or combined program that demonstrates the consistent and effective implementation of a set of best practices within the industry. The 2007 awards were presented by Marc Vosen, President Elect of the BISA and President of Key Investment Services. The 2007 Award for the best Large Institution Program of the Year was won by Compass Brokerage. Compass Brokerage has been a perennial top performing bank securities program over many years. They have successfully undertaken a major effort to increase their level of expertise in a major developing market for bank investment programs, the retirement management market, by putting all of their investment representatives through a certified retirement counselor course. The Award was accepted on behalf of the firm by Noah Zecher, CEO and members of his team The BISA Board chose to spotlight First Citizens (NC), for the Regional Institution Program of the Year. First Citizens exemplifies what can be accomplished when management institutes a customer focused, strategically diversified business and marketing model with a series of service, integration, marketing, and organizational innovations over a two year timeframe. Ramsey Jones, EVP, Wealth Management Services, accepted the award on behalf of the firm. The Community Based Institution Program of the Year was awarded to Pennsylvania State Employees Credit Union. PSECU has demonstrated a ‘can do’ approach to creatively evolving ways to provide fact-to-face services in an investment program that is embedded within a credit union that provides virtually branchless delivery of traditional deposit and loan services. Steve Franke, Program Manager, accepted the Award of Excellence for the firm. Finally the BISA Board took great pleasure in awarding the award for "Executive of the Year" to Rob Comfort, President of Huntington Investment Co., for instilling a culture and assembling a team of executives and advisors who have been able to deliver superior growth for his institution, as well as for the energy and leadership he continually provides not only for his firm, but for the entire industry — particularly through the BISA. *** The Bank Insurance & Securities Association (BISA) is the nation's leading trade association dedicated to serving the needs of those responsible for marketing securities, insurance and other investment and risk management products through commercial banks, trust companies, savings institutions and credit unions. The membership includes financial institutions of all sizes, their broker/dealer, insurance, and mutual fund subsidiaries, and firms providing products and/or services to support these operations. |
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