Press
Summit Credit Union financial advisors earn national accolades from CUNA brokerage services
Women of Distinction, Presidents Council Award recognizes superior performance, client service
MADISON, WI (May 5, 2014) — Two Summit Credit Union financial advisors were honored with significant year-end recognition from CUNA Brokerage Services Inc. (CBSI), of CUNA Mutual Group, at the annual FOCUS Conference held recently in St. Louis.
Jody Brown was selected as a 2014 Woman of Distinction by her industry peers for her exceptional client service, superior performance and overall contribution to the financial services industry, as well as to CBSI. She has been a financial advisor since 2008 and participates in a national mentoring program to work with other female advisors who are new to the industry, as well as those who want to improve in their profession.
The CBSI Presidents Council Award is granted to advisors who produce more than $625,000 in annual gross dealer commission. Jamie Letcher was the fourth top earner out of 62 regional peer advisors in 2013, producing $647,000 in gross dealer commission. He is a member of the CBSI Senior Advisor Leadership Team and has worked in the credit union movement for nearly 30 years.
About Summit Credit Union:
Established in 1935, Summit Credit Union is a member-owned financial cooperative open to anyone in Wisconsin. Summit holds $2 billion in assets and has more than 136,000 members with a total of 28 locations throughout the Madison and Milwaukee areas. For more information, visit www.summitcreditunion.com or call (608) 243-5000 or (800) 236-5560.
About CUNA Brokerage Services Inc.
CBSI, the securities broker-dealer for CUNA Mutual Group, provides broker-dealer services to nearly 400 credit unions nationwide, which offer a full range of investment products, variable insurance products, securities programs and professional services related to securities transactions. CBSI delivers a full range of quality investment products to members, including variable insurance products, securities programs and professional services related to the securities industry.