Investment services companies leverage best practices to achieve greater growth, efficiency and business goals for financial institution customers SAN DIEGO --(BUSINESS WIRE)-- Sister companies CUSO Financial Services, L.P . (CFS) and Sorrento Pacific Financial, LLC (SPF), full-service broker dealers and SEC Registered Investment Advisers providing customized investment and insurance solutions to financial institutions, have taken steps to further enhance the support and management services for their investment program clients. CFS and SPF have promoted Guy Brazell , previously senior vice president (SVP) of business development, to National Sales Manager, and have hired Patrick Connelly as new SVP of business development. Following the broker dealers’ mission to help financial institutions build successful investment programs, the two executives will focus on adding new clients to the SPF and CFS client base and on leveraging best practices across hundreds of client institutions in an efficient manner, resulting in greater success for more programs. In his new role as National Sales Manager, Brazell will work with program managers to grow investment programs across the country. His focus will be to expand best practices including enhancing business plans and strategies, advisor action plans, and program recruitment efforts, then to use CFS and SPF’s sophisticated technology tools to automate processes. Effectively expanding best practices frees the broker dealers’ resources for more custom, qualitative work that helps grow investment programs and replicate successful results. “Several of these key strategies already exist,” said Brazell. “Many come from our top programs across the country. They have developed some great business drivers. What we’re doing now is bringing all of these best practices under one umbrella with centralized management so there is more consistency, more efficiency, and more likelihood of duplication for our many clients.” While Brazell grows existing investment programs, Connelly steps into the role of SVP, business development, where he will be responsible for enrolling new programs as customers and partners of CFS and SPF. Connelly has previously worked in new business development and has spent more than 30 years in various banking and investment management programs. His experience ranges from senior vice president and director of sales to senior vice president and division manager of other large bank brokerage firms. “In early 2013, we set a goal to double the size of our two companies within five years by continuing our track record of helping our investment program clients get to the next level,” said Valorie Seyfert , CFS and SPF president and CEO. “Whenever we have the opportunity to improve our services to better help our clients, we will take it. Guy and Pat will help us reach new programs and better share our proven best practices so every one of our clients, and their clients, can achieve their goals.” Banks and Credit unions interested in knowing more about investment services offered can call CFS at 1-800-686-4724 or SPF at 888.805.5585. About CUSO Financial Services, L.P. and Sorrento Pacific Financial LLC Full-service, sister broker dealers CUSO Financial Services, L.P. (CFS) and Sorrento Pacific Financial LLC (SPF) (Members FINRA / SIPC ) provide customized investment and insurance solutions to financial institutions throughout the country. Headquartered in San Diego , with branch offices and licensed representatives nationwide, both broker dealers are SEC Registered Investment Advisers , 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 or www.sorrentopacific.com . Clearpoint Agency Lexy Haynes , 760-230-2424 firstname.lastname@example.org Source: CUSO Financial Services, L.P. and Sorrento Pacific Financial LLC
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