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  • BANK INSURANCE & SECURITIES ASSOCIATION ANNOUNCES 2022 LEADERSHIP

    April 5, 2022 by BISA

    MIAMI BEACH, FL – The Bank Insurance & Securities Association (BISA) announces the appointment of six new members to serve on the association’s Board of Directors in addition to the full slate of officers and directors for 2022.

     

    Joining the Board of Directors effective March 2022 are Scott Ford, President, U.S. Bank Wealth Management, Affluent U.S Bank; Steve Franke, Chief Financial Planning Officer, Program Manager Allegacy Federal Credit Union; Jay McAnelly, GVP of Ameriprise Financial Institutions Group (AFIG); Jacinda Norvell, Senior Managing Director, Wealth Brokerage Director, Truist Investment Services; Joe Skarda, President Wealth Management, Key Bank; Lincoln Yersin, EVP, Head of Community Bank Partnership, Wells Fargo Advisors.

     

    Serving new BISA officer roles effective March 2022 are Michael Miroballi, President, The Huntington Investment Company, as BISA President, Frank Consalo, Head of Wealth Management Affluent Banking & Investment Sales at Citi Personal Wealth Management, as BISA Past President, Kevin McCarthy, Senior Vice-President, Regional Manager at Synovus Securities, as BISA Vice President and James Norwood, President-Financial Institutions Division at Securities America, as BISA Vice President-TPM-Elect.

     

    The slate of Board Officers and Directors for 2022 are: 

     

    BISA Officers: 

    • President: Michael Miroballi, Huntington Financial Advisors
    • Past President: Frank Consalo, Citi Personal Wealth 
    • Treasurer: Vance Richard, First Horizon Advisors, Inc.
    • Secretary: Jane-ellen Porter, People’s United Advisors Inc.
    • Vice President: Rich Koll, Apple Bank
    • Vice President: Kevin McCarthy, Synovus Securities, Inc.
    • Vice President: John Olerio, Webster Investment Services
    • Vice President–TPM: Kathy Burgess, CUNA Brokerage Services
    • Vice President–TPM-Elect: James Norwood, Securities America

     

    BISA Directors: 

    • Jonathon Allen, Wescom Credit Union
    • Stephen Amarante, Infinex Financial Group
    • Robert Corsarie, Fifth Third Securities
    • Pete Dunlap, Citizens Securities, Inc.
    • Scott Ford, S. Bank Wealth Management
    • Steve Franke, Allegacy Federal Credit Union
    • Jim Fujinaga, Hancock Whitney Investment Services, Inc.
    • Richard R. Guerrini, PNC Investments
    • Wallace Harris, Jr. BMO Investment Services.
    • Angela Holliday, Frost Brokerage Services
    • Tim Killgoar, Raymond James
    • Jay McAnelly, Ameriprise Financial Institutions Group
    • Kevin Mummau, CUSO Financial Services/Sorrento Pacific Financial
    • Jim B. Nonnengard, Regions Investment Services, Inc.
    • Jacinda Norvell, Truist Investment Services
    • Dan O’Brien, LPL Financial
    • Chris Radzom, First Mid Bank & Trust
    • LeAnn Rummel, Cetera Financial Institutions
    • Tim Sease, South State Bank
    • Joe Skarda, Key Bank
    • Lincoln Yersin, Wells Fargo Advisors

     

    BISA Directors Emeritus: 

    • Robert J. Comfort, CUNA Brokerage Services, Inc.
    • Sam Guerrieri, Jr., Canandaigua National Bank & Trust
    • Bruce A. Hagemann, BBVA Securities
    • Robert J. Mittel, Midwood Financial Services, Inc.

     

    BISA’s mission is to inspire and support member firms and financial professionals within the dedicated community of banks, credit unions, and industry partners focused on providing best-of-class, holistic life planning through wealth management, technology, investment, and insurance solutions.

    Originally Posted at BISA on April 2022 by BISA.

    Categories: Industry Articles
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