Top Program Managers: More of the Best
September 27, 2015 12:29 PM
Top Program Managers: More of the Best
Kicking off our annual Top Program Managers ranking is More of the Best, highlighting the program managers ranked 21 through 50.
Our ranking is designed to recognize the most successful bank and credit union program managers on several criteria, including percentage growth in team AUM, percentage growth in team production, production per advisor, number of advisors and number of LBEs.
Our ranking is designed to recognize the most successful bank and credit union program managers on several criteria, including percentage growth in team AUM, percentage growth in team production, production per advisor, number of advisors and number of LBEs.
50. Todd Shobert
Bank: Washington State Employees Credit Union
TPM: LPL
Location: Olympia, Wash.
FAs manager oversees 2014: 11
Team production 2014: $1,891,303
Team AUM 2014: $244 million
Avg. production per rep: $171,937
Years in current job: 2
Years in wealth management: 25
TPM: LPL
Location: Olympia, Wash.
FAs manager oversees 2014: 11
Team production 2014: $1,891,303
Team AUM 2014: $244 million
Avg. production per rep: $171,937
Years in current job: 2
Years in wealth management: 25
49. Thomas Decker
Bank: Space Coast Credit Union
TPM: LPL
Location: Melbourne, Fla.
FAs manager oversees 2014: 19
Team production 2014: $5,464,446
Team AUM 2014: $440 million
Avg. production per rep: $288,000
Years in current job: 5
Years in wealth management: 18
TPM: LPL
Location: Melbourne, Fla.
FAs manager oversees 2014: 19
Team production 2014: $5,464,446
Team AUM 2014: $440 million
Avg. production per rep: $288,000
Years in current job: 5
Years in wealth management: 18
48. Amy Proctor
Bank: Texas Bank & Trust
TPM: Raymond James
Location: Longview, Texas
FAs manager oversees 2014: 4
Team production 2014: $2,192,633
Team AUM 2014: $430 million
Avg. production per rep: $439,000
Years in current job: 3
Years in wealth management: 3
TPM: Raymond James
Location: Longview, Texas
FAs manager oversees 2014: 4
Team production 2014: $2,192,633
Team AUM 2014: $430 million
Avg. production per rep: $439,000
Years in current job: 3
Years in wealth management: 3
47. Cheryl Sutter
Bank: American National Bank of Texas
TPM: LPL
Location: Rockwall, Texas
FAs manager oversees 2014: 11
Team production 2014: $2,631,599
Team AUM 2014: $311 million
Avg. production per rep: $239,236
Years in current job: 8
Years in wealth management: 28
TPM: LPL
Location: Rockwall, Texas
FAs manager oversees 2014: 11
Team production 2014: $2,631,599
Team AUM 2014: $311 million
Avg. production per rep: $239,236
Years in current job: 8
Years in wealth management: 28
46. Lauretta Kramer
Bank: Sandy Spring Bank
TPM: LPL
Location: Olney, Md.
FAs manager oversees 2014: 14
Team production 2014: $3,775,295
Team AUM 2014: $543 million
Avg. production per rep: $270,000
Years in current job: 7
Years in wealth management: 20
TPM: LPL
Location: Olney, Md.
FAs manager oversees 2014: 14
Team production 2014: $3,775,295
Team AUM 2014: $543 million
Avg. production per rep: $270,000
Years in current job: 7
Years in wealth management: 20
45. Larry Squires
Bank: Wilson Bank & Trust
TPM: Raymond James
Location: Lebanon, Tenn.
FAs manager oversees 2014: 5
Team production 2014: $3,044,993
Team AUM 2014: $479 million
Avg. production per rep: $507,000
Years in current job: 21
Years in wealth management: 21
TPM: Raymond James
Location: Lebanon, Tenn.
FAs manager oversees 2014: 5
Team production 2014: $3,044,993
Team AUM 2014: $479 million
Avg. production per rep: $507,000
Years in current job: 21
Years in wealth management: 21
44. Teodor Trandafir
Bank: Partners Federal Credit Union
TPM: LPL
Location: Burbank, Calif.
FAs manager oversees 2014: 12
Team production 2014: $2,868,885
Team AUM 2014: $289 million
Avg. production per rep: $239,000
Years in current job: 8
Years in wealth management: 9
TPM: LPL
Location: Burbank, Calif.
FAs manager oversees 2014: 12
Team production 2014: $2,868,885
Team AUM 2014: $289 million
Avg. production per rep: $239,000
Years in current job: 8
Years in wealth management: 9
43. Matthew Snively
Bank: Elements Financial Federal Credit Union
TPM: LPL
Location: Indianapolis, Ind.
FAs manager oversees 2014: 8
Team production 2014: $3,443,121
Team AUM 2014: $449 million
Avg. production per rep: $430,390
Years in current job: 6
Years in wealth management: 23
TPM: LPL
Location: Indianapolis, Ind.
FAs manager oversees 2014: 8
Team production 2014: $3,443,121
Team AUM 2014: $449 million
Avg. production per rep: $430,390
Years in current job: 6
Years in wealth management: 23
42. Jeffrey Thatcher
Bank: Hudson Valley Federal Credit Union
TPM: LPL
Location: Wappingers Falls, N.Y.
FAs manager oversees 2014: 13
Team production 2014: $4,254,121
Team AUM 2014: $562 million
Avg. production per rep: $327,240
Years in current job: 10
Years in wealth management: 26
TPM: LPL
Location: Wappingers Falls, N.Y.
FAs manager oversees 2014: 13
Team production 2014: $4,254,121
Team AUM 2014: $562 million
Avg. production per rep: $327,240
Years in current job: 10
Years in wealth management: 26
41. David Wick
Bank: Heartland Financial
TPM: LPL
Location: Dubuque, Iowa
FAs manager oversees 2014: 20
Team production 2014: $3,656,238
Team AUM 2014: $664 million
Avg. production per rep: $183,000
Years in current job: 6
TPM: LPL
Location: Dubuque, Iowa
FAs manager oversees 2014: 20
Team production 2014: $3,656,238
Team AUM 2014: $664 million
Avg. production per rep: $183,000
Years in current job: 6
40. Todd Phillips
Bank: Bethpage Federal Credit Union
TPM: Invest Financial
Location: Bethpage, N.Y.
FAs manager oversees 2014: 8
Team production 2014: $2,642,486
Team AUM 2014: $487 million
Avg. production per rep: $330,000
Years in current job: 4
Years in wealth management: 8
TPM: Invest Financial
Location: Bethpage, N.Y.
FAs manager oversees 2014: 8
Team production 2014: $2,642,486
Team AUM 2014: $487 million
Avg. production per rep: $330,000
Years in current job: 4
Years in wealth management: 8
39. Kim Scalzitti
Bank: MB Financial Bank
TPM: Cetera Financial Institutions
Location: Rosemont, Ill.
FAs manager oversees 2014: 15
Team production 2014: $5,043,911
Team AUM 2014: $1.1 billion
Avg. production per rep: $336,000
Years in current job: 7
Years in wealth management: 25
TPM: Cetera Financial Institutions
Location: Rosemont, Ill.
FAs manager oversees 2014: 15
Team production 2014: $5,043,911
Team AUM 2014: $1.1 billion
Avg. production per rep: $336,000
Years in current job: 7
Years in wealth management: 25
38. James Badge
Bank: DFCU Financial
TPM: CUSO
Location: Dearborn, Mich.
FAs manager oversees 2014: 9
Team production 2014: $6,705,724
Team AUM 2014: $1.1 billion
Avg. production per rep: $745,000
Years in current job: 14
Years in wealth management: 29
TPM: CUSO
Location: Dearborn, Mich.
FAs manager oversees 2014: 9
Team production 2014: $6,705,724
Team AUM 2014: $1.1 billion
Avg. production per rep: $745,000
Years in current job: 14
Years in wealth management: 29
37. Kenneth Weinstein
Bank: Newtown Savings Bank
TPM: Infinex Investments
Location: Newtown, Conn.
FAs manager oversees 2014: 2
Team production 2014: $541,627
Team AUM 2014: $79,247,000
Avg. production per rep: $271,000
Years in current job: 3
Years in wealth management: 5
TPM: Infinex Investments
Location: Newtown, Conn.
FAs manager oversees 2014: 2
Team production 2014: $541,627
Team AUM 2014: $79,247,000
Avg. production per rep: $271,000
Years in current job: 3
Years in wealth management: 5
36. Tommy Lee Jr.
Bank: PriorityOne Bank
TPM: Raymond James
Location: Magee, Miss.
FAs manager oversees 2014: 2
Team production 2014: $1,050,663
Team AUM 2014: $125 million
Avg. production per rep: $350,000
Years in current job: 8
Years in wealth management: 32
TPM: Raymond James
Location: Magee, Miss.
FAs manager oversees 2014: 2
Team production 2014: $1,050,663
Team AUM 2014: $125 million
Avg. production per rep: $350,000
Years in current job: 8
Years in wealth management: 32
35. Jim McCrudden
Bank: Citadel Federal Credit Union
TPM: CUSO
Location: Exton, Pa.
FAs manager oversees 2014: 7
Team production 2014: $4,532,828
Team AUM 2014: $485 million
Avg. production per rep: $647,547
Years in current job: 11
Years in wealth management: 25
TPM: CUSO
Location: Exton, Pa.
FAs manager oversees 2014: 7
Team production 2014: $4,532,828
Team AUM 2014: $485 million
Avg. production per rep: $647,547
Years in current job: 11
Years in wealth management: 25
34. John Taylor
Bank: Liberty Bank
TPM: Raymond James
Location: Middletown, Conn.
FAs manager oversees 2014: 9
Team production 2014: $3,747,184
Team AUM 2014: $524 million
Avg. production per rep: $416,000
Years in current job: 15
Years in wealth management: 32
TPM: Raymond James
Location: Middletown, Conn.
FAs manager oversees 2014: 9
Team production 2014: $3,747,184
Team AUM 2014: $524 million
Avg. production per rep: $416,000
Years in current job: 15
Years in wealth management: 32
33. Dan Anderson
Bank: MainSourceBank
TPM: Raymond James
Location: Greensburg, Ind.
FAs manager oversees 2014: 10
Team production 2014: $4,332,152
Team AUM 2014: $600 million
Avg. production per rep: $433,000
Years in current job: 12
Years in wealth management: 20
TPM: Raymond James
Location: Greensburg, Ind.
FAs manager oversees 2014: 10
Team production 2014: $4,332,152
Team AUM 2014: $600 million
Avg. production per rep: $433,000
Years in current job: 12
Years in wealth management: 20
32. Melissa Ekeberg
Bank: United Community Bank
TPM: Invest Financial
Location: Blairsville, Ga.
FAs manager oversees 2014: 16
Team production 2014: $5,924,520
Team AUM 2014: $708 million
Avg. production per rep: $370,000
Years in current job: 3
Years in wealth management: 12
TPM: Invest Financial
Location: Blairsville, Ga.
FAs manager oversees 2014: 16
Team production 2014: $5,924,520
Team AUM 2014: $708 million
Avg. production per rep: $370,000
Years in current job: 3
Years in wealth management: 12
31. Douglas Wicks
Bank: Kinecta Federal Credit Union
TPM: LPL
Location: Westlake Village, Calif.
FAs manager oversees 2014: 19
Team production 2014: $9,456,000
Team AUM 2014: $1.3 billion
Avg. production per rep: $498,000
Years in current job: 13
Years in wealth management: 15
TPM: LPL
Location: Westlake Village, Calif.
FAs manager oversees 2014: 19
Team production 2014: $9,456,000
Team AUM 2014: $1.3 billion
Avg. production per rep: $498,000
Years in current job: 13
Years in wealth management: 15
30. Ken Wren Jr.
Bank: TowneBank
TPM: Raymond James
Location: Suffolk, Va.
FAs manager oversees 2014: 11
Team production 2014: $6,743,406
Team AUM 2014: $1.2 billion
Avg. production per rep: $613,000
Years in current job: 11
Years in wealth management: 20
TPM: Raymond James
Location: Suffolk, Va.
FAs manager oversees 2014: 11
Team production 2014: $6,743,406
Team AUM 2014: $1.2 billion
Avg. production per rep: $613,000
Years in current job: 11
Years in wealth management: 20
29. Dan Overbey
Bank: Atlantic Capital Advisors
TPM: LPL
Location: Ft Lauderdale, Fla.
FAs manager oversees 2014: 25
Team production 2014: $3,093,015
Team AUM 2014: $385 million
Avg. production per rep: $124,000
Years in current job: 5
Years in wealth management: 16
TPM: LPL
Location: Ft Lauderdale, Fla.
FAs manager oversees 2014: 25
Team production 2014: $3,093,015
Team AUM 2014: $385 million
Avg. production per rep: $124,000
Years in current job: 5
Years in wealth management: 16
28. Tim Bush
Bank: Bell State Bank & Trust
TPM: Cetera Financial
Location: Fargo, N.D.
FAs manager oversees 2014: 12
Team production 2014: $3,500,000
Team AUM 2014: $511,660,182
Avg. production per rep: $283,000
Years in current job: 9
Years in wealth management: 16
TPM: Cetera Financial
Location: Fargo, N.D.
FAs manager oversees 2014: 12
Team production 2014: $3,500,000
Team AUM 2014: $511,660,182
Avg. production per rep: $283,000
Years in current job: 9
Years in wealth management: 16
27. Sean Tesoro
Bank: Salem Five Bank
TPM: LPL
Location: Salem, Mass.
FAs manager oversees 2014: 14
Team production 2014: $4,411,268
Team AUM 2014: $508 million
Avg. production per rep: $315,000
Years in current job: 7
Years in wealth management: 20
TPM: LPL
Location: Salem, Mass.
FAs manager oversees 2014: 14
Team production 2014: $4,411,268
Team AUM 2014: $508 million
Avg. production per rep: $315,000
Years in current job: 7
Years in wealth management: 20
26. Fred Greene
Bank: Woodforest National Bank
TPM: Raymond James
Location: The Woodlands, Texas
FAs manager oversees 2014: 8
Team production 2014: $4,453,125
Team AUM 2014: $699 million
Avg. production per rep: $495,000
Years in current job: 2
Years in wealth management: 31
TPM: Raymond James
Location: The Woodlands, Texas
FAs manager oversees 2014: 8
Team production 2014: $4,453,125
Team AUM 2014: $699 million
Avg. production per rep: $495,000
Years in current job: 2
Years in wealth management: 31
25. Rebecca Nilsen
Bank: Desert Schools Federal Credit Union
TPM: LPL
Location: Phoenix
FAs manager oversees 2014: 15
Team production 2014: $4,057,034
Team AUM 2014: $401,635,924
Avg. production per rep: $270,469
Years in current job: 10
Years in wealth management: 10
TPM: LPL
Location: Phoenix
FAs manager oversees 2014: 15
Team production 2014: $4,057,034
Team AUM 2014: $401,635,924
Avg. production per rep: $270,469
Years in current job: 10
Years in wealth management: 10
24. Pete Snyder
Bank: Golden 1 Credit Union
TPM: LPL
Location: Sacramento, Calif.
FAs manager oversees 2014: 19
Team production 2014: $5,281,103
Team AUM 2014: $774,670,061
Avg. production per rep: $278,000
Years in current job: 2
Years in wealth management: 10
TPM: LPL
Location: Sacramento, Calif.
FAs manager oversees 2014: 19
Team production 2014: $5,281,103
Team AUM 2014: $774,670,061
Avg. production per rep: $278,000
Years in current job: 2
Years in wealth management: 10
23. Jack Nelson
Bank: Johnson Bank
TPM: Invest Financial
Location: Racine, Wis.
FAs manager oversees 2014: 12
Team production 2014: $7,906,767
Team AUM 2014: $1.2 billion
Avg. production per rep: $659,000
Years in current job:3
Years in wealth management: 30
TPM: Invest Financial
Location: Racine, Wis.
FAs manager oversees 2014: 12
Team production 2014: $7,906,767
Team AUM 2014: $1.2 billion
Avg. production per rep: $659,000
Years in current job:3
Years in wealth management: 30
22. Steven LeCoultre
Bank: Bankers Bank
TPM: LPL
Location: Madison, Wis.
FAs manager oversees 2014: 47
Team production 2014: $7,956,489
Team AUM 2014: $1.2 billion
Avg. production per rep: $169,000
Years in current job: 11
Years in wealth management: 27
TPM: LPL
Location: Madison, Wis.
FAs manager oversees 2014: 47
Team production 2014: $7,956,489
Team AUM 2014: $1.2 billion
Avg. production per rep: $169,000
Years in current job: 11
Years in wealth management: 27
21. Kenneth Ellspermann
Bank: Old National Bank
TPM: LPL
Location: Evansville, Ind.
FAs manager oversees 2014: 56
Team production 2014: $18,857,198
Team AUM 2014: $2.6 billion
Avg. production per rep: $336,700
Years in current job: 5
Years in wealth management: 31
TPM: LPL
Location: Evansville, Ind.
FAs manager oversees 2014: 56
Team production 2014: $18,857,198
Team AUM 2014: $2.6 billion
Avg. production per rep: $336,700
Years in current job: 5
Years in wealth management: 31
