Credit Union Also Recognized for Impactful Investment Services Marketing Campaign
Capitola, CA – September 26, 2016 – Bay Federal Credit Union’s Gina Bayer, a CUSO Financial Services, L.P. (CFS) Investment Advisor, was honored with the 2015 Gold Pacesetter Award at the CFS 19th Annual Conference recently held in San Diego, California.
The Pacesetter Awards recognize the top producing registered representatives from hundreds of credit union and bank programs across the country. Bayer has served Bay Federal membership for 16 years. This marks her ninth Pacesetter Award.
“The difference Gina has made in the lives of our members is commendable,” said Cameron Haste, Executive Vice President and Chief Operating Officer at Bay Federal. “Her mission is always to help our members meet their goals, and our Investment Services department wouldn’t be the same without her.”
Bay Federal was also honored with a Bronze Impact Award for a marketing campaign that promoted awareness of its Investment Services offerings to members in the summer of 2015.
The awards were presented by CFS during the company’s Annual Conference as a way to recognize advisors’ excellence and commitment to delivering superior investment services. Bayer wins for significant revenue production in service to Central Coast investment clients. Hundreds of representatives across the country attended the conference to share and discuss best practices as well as learn from experts in the field of investment services.
Bay Federal’s Investment Services, available through CFS, offers members access to numerous services, including retirement planning, wealth management, estate planning, business services, college savings, 401(k) and 457 rollover options, insurance, and more. CFS Investment Advisors Bayer and Sam Solgan provide personalized investment solutions. Kevin Penrose, CFS Registered Financial Assistant, assists the team with administrative and client support.
About Bay Federal Credit Union
Bay Federal Credit Union is a full-service, not-for-profit financial institution that serves more than 60,000 members and 1,000 local businesses throughout Santa Cruz, San Benito, and Monterey counties. With more than $800 million in assets, Bay Federal is the largest member-owned financial institution in Santa Cruz County, serving its members and the community since 1957. Since 2002, 100% of all employees have given their own money and volunteered for numerous local schools, nonprofit organizations, and community events.
About CUSO Financial Services, L.P.
Full-service broker dealer CUSO Financial Services, L.P. (CFS) (Member FINRA/SIPC) provides customized investment and insurance solutions to credit unions throughout the country. Headquartered in San Diego, with branch offices and licensed representatives nationwide, the broker-dealer is a SEC Registered Investment Adviser, with expertise in key areas including retirement services, wealth management, and fee-based and insurance products for both individuals and business customers. For more information, see www.cusonet.com.
Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”) registered broker-dealers (members FINRA www.finra.org /SIPC www.sipc.org) and SEC Registered Investment Advisers. Products offered through CFS are not federally insured, are not guarantees or obligations of credit unions or banks, and may involve investment risk including possible loss of principal. Credit unions and banks contract with CFS to make non-deposit investment products and services available to credit union members or bank clients.
Contact: Amy Ivey, VP Marketing and Development
Bay Federal Credit Union