Press
Bill Bollinger and Cory Marlow of Notre Dame FCU Recognized as Top Investment Advisors
Notre Dame, IN (February 4, 2013) –Notre Dame FCU’s Investment Services provider, Exemplar Financial Network, recently held its annual Mid Winter Conference in Chicago, IL and during the conference’s two days of business building and networking events, two top Notre Dame FCU investment advisors were recognized for their superb 2012 achievements.
The Certificate of Excellence honor, awarded by the Exemplar Financial Network Office of Supervisory Jurisdiction Team, was presented to Bill Bollinger. Senior Vice President of Business Development for Exemplar Financial Network, Julie Sharnowski commented on Bill’s recognition, “We (Exemplar) look for advisors who have demonstrated a commitment to putting their clients first, who are a good mentors and role models for others, and who demonstrate consistent increases in production.”
Bill’s 2012 achievements earned him the opportunity to share ideas and sit on Exemplar’s Stories of Success representative panel at this year’s Mid Winter Conference.
Another Notre Dame FCU standout, Cory Marlow, received the Rising Star award. This award is given to representatives who are newer to Exemplar’s region. In order to receive this award, advisors must be nominated by Exemplar’s regional staff. Sharnowski adds, “We felt Cory displays an outstanding commitment to business building strategies. He demonstrates impeccable follow-through and generates phenomenal ways to grow his business and assist his clients. We all feel he’s a team player and motivates others around him; In addition, he had a fantastic production year!”
When asked about receiving the Rising Star award Marlow commented, “It is an honor to be recognized as the Rising Star of the Exemplar Financial Network region. The encouragement, support, and autonomy that both NDFCU and Exemplar provide, have given me the foundation to build my advisor practice in a manner that is both consistent to my vision and aligns with my clients’ needs. With the support of both institutions, I was able to achieve success in 2012. My plans are to continue to embrace their support and build momentum so that 2013 and beyond are even more successful.”
Both Bollinger and Marlow excel in their Investment Services positions at Notre Dame FCU and are committed to building long-term relationships and providing unbiased, intelligent guidance that truly consider individual member needs and objectives. Investment Services at Notre Dame FCU specialize in customizing sophisticated, long-term plans in a variety of areas including: retirement planning, asset management, financial planning, tax-advantaged strategies, investment advising, college planning, estate planning, small business planning and so much more. To complement the planning services, they offer individual investment services including stocks, bonds, mutual funds, annuities, insurance, and certificates of deposit.
For more information, contact 800/522-6611 to schedule a free, no obligation consultation today.
Notre Dame Federal Credit Union, headquartered in Notre Dame, IN is a not-for-profit financial cooperative serving nearly 55,000 members worldwide. With assets in excess of $427 million, NDFCU’s devoted partners and wide array of financial services provide members a personalized experience at the credit unions 11 convenient branch locations, its virtual branch, and through its robust online banking platform and mobile app.