VENTURA, CA (January 25, 2016) — Ventura County Credit Union (VCCU) employees, Gina O’Callaghan and David Kanongataa — registered representatives affiliated with broker dealer and registered investment adviser CUSO Financial Services, LP (CFS) — were recognized by CFS as top-producing financial advisors. O’Callaghan was the highest performing advisor in the Silver Pacesetter category, and Kanongataa was recognized with a Bronze Pacesetter award.
“Both O’Callaghan and Kanongataa have greatly contributed to the success of VCCU by generating significant concessions in the past year, upwards of $1 million collectively, while providing outstanding financial planning services to our members,” said Joe Schroeder, president and CEO.
CFS and Sorrento Pacific Financial, LLC (SPF) present the annual Pacesetter Awards as a means to acknowledge top advisors for their outstanding performance in delivering investment services to clients. O’Callaghan and Kanongataa were recognized among hundreds of representatives from CFS and SPF credit union and bank programs. Overall, VCCU was the 36th most productive program under CFS in 2015, with a gross dealer concession (GDC) of $1,142,540.
“VCCU is committed to providing above-and-beyond services to our members,” Schroeder said. “The superior investment and retirement planning services provided by O’Callaghan and Kanongataa help us to deliver on that promise.”
To learn more about VCCU’s services or to become a member, call 805-477-4000, visit a branch or go online.
Ventura County Credit Union was chartered in 1950. It is the largest credit union headquartered in Ventura County, with eight offices, more than 80,000 members and more than $900 million in total assets. VCCU offers a complete line of loans, federally insured savings, 24-hour electronic access services and more. Call 1-800-339-0496 or visit https://www.vccuonline.net for more information.
Joe Schroeder
President and CEO
Ventura County Credit Union
