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CU System
CUNA Brokerage Services honors women of distinction
MADISON, Wis. (3/10/08)--Twenty-eight credit union financial advisors, registered through CUNA Brokerage Services Inc., received “Woman of Distinction” awards at CUNA Brokerage Services Inc.’s national sales conference in Atlanta. The Brokerage company uses face-to-face financial advisors to help credit unions meet member retirement, investment and insurance needs. The 28 women were recognized for superior performance, value and overall contribution to the financial services industry. Each also demonstrated her commitment to the CUNA Brokerage mission by generating a minimum of $250,000 in revenue in 2007. The women will participate in a mentoring program offered through CUNA Brokerage Services Inc. and designed to foster the growth of women new to the financial services industry. The award debuted at FOCUS 2008, a national sales conference for credit union financial advisors. More than 450 members of the financial services industry throughout the U.S. gathered in Atlanta to participate in individual workshops designed to deliver knowledge, insight and new best practices. “CUNA Mutual is impressed with this group’s contributions and their willingness to mentor and help grow the ranks of women in the financial services sector,” said David Marks, chief investment officer and executive vice president of CUNA Mutual Group. Those recognized included: Helen Alexander, CLU, ChFC; Catherine Barnes; Emmor Boslet, CFP; Jane Brockway, CRPC; Monica Chandra; Kathy Chesney, ChFC, CLU; Linda City; Diana Clark; Linda Cohen, CRPC; Wendy Cundari; Theresa D’Amico, CRPC; Carol Diest, CRPC; Marcella Evans; Judy Evers, CFP; Gilda Gilbert; Leigh Glover, CRPC; Kelly Goreham; Breta Grumbois; Lori McNight; Wendy Miletich; Stephanie Morales; Marie Quinlan; Swan Shen, CFP; CRPC; Kathryn Snyder; Sophia Spencer, CRPC; Ernesta Tobin, CFP; Suzanne Williams; and Emily Windolph.
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