Advertisement
On Wall Street has revealed the names of the 100 finalists for its 2nd annual Branch Manager of the Year Awards.
The awards will be presented to the top-10 branch managers for their outstanding achievements. These individuals will be honored at the second annual awards dinner in New York City and the official results will be posted online. The program, sponsored by Mainstay Investments, pays tribute to branch managers for their achievements in creating effective branch-wide marketing strategies; recruiting, developing and retaining talented advisors; and providing superior client service. The 100 finalists were nominated by their peers and selected by a panel of On Wall Street editors.
The 100 Finalists:
Richard Amelon
First Command
Financial Planning
Virginia Beach, VA
Paul Amsbury
Morgan Stanley
Portland, OR
John Anagnos
Morgan Stanley
Greenville, DE
Peter Ardolino
Smith Barney
Shrewsbury, NJ
Renee Arst
Morgan Stanley
San Francisco, CA
Chris Ascher
Morgan Stanley
Bloomington, MN
Steve Balaban
Smith Barney
Oklahoma City, OK
Mary Barneby
UBS Financial Services Inc.
Stamford, CT
James E. Jeb Bashaw
James E. Bashaw & Co./LPL
Houston, TX
Dan Bay
Tri Counties Bank
Chico, CA
Morgan Becker
Morgan Stanley
San Francisco, CA
Patricia Benner
Morgan Stanley
San Francisco, CA
Bruce Body
Raymond James & Assoc.
Lakewood Ranch, FL
Larry Brachfeld
Smith Barney
Aventura, FL
Robert Burghart
Wachovia Securities
Scottsdale, AZ
Robert Carr
Wachovia Securities
McLean, VA
John P. Caven
Morgan Stanley
Wilmington, DE
Jeff Cronan
UBS Financial Services, Inc.
Chattanooga, TN
Shane Davis
Fidelity Investments
Edina, MN
Paul Digiallonardo
Morgan Stanley
Peoria, IL
Steve Duncan
Ameriprise Financial Advisors
Wilmington, DE
Jeffrey Fancher
UBS Financial Services
Williamsville, NY
Ben Firestein
Morgan Stanley
New York City, NY
Robert Frank
Morgan Stanley
Wauwatosa, WI
Steven Freeman
Morgan Stanley
Fort Lauderdale, FL
David Fritz
Smith Barney
Santa Rosa, CA
Mark Gherity
Morgan Stanley
Minneapolis, MN
Gary Gittings
Wachovia Securities
Greenville, DE
Susan Green
Independent Capital Management
Camarillo, CA
Randall Hammond
Morgan Stanley
Los Angeles, CA
Bruce Harris
Raymond James Financial Services
New York, NY
Michael Hilger
Raymond James & Associates
Dallas, TX
Tim Holland
SunTrust Investment Services, Inc.
Roanoke, VA
John Houlihan
Morgan Stanley
Atlanta, GA
Dave Hubbard
Financial Network Inv. Corp.
Crystal Lake, IL
David Hunt
Merrill Lynch
New Orleans, LA
Chris Ishii
Smith Barney Citigroup
Seattle, WA
Daren Johnson
Isys Management
Mooresville, NC
Thomas Kavanaugh
UBS
Jacksonville, FL
D. Mark Kelly
Wachovia Securities LLC
Merrillville, IN
John Konop
Smith Barney
Irvine, CA
Tom Kovah
Morgan Stanley
Albuquerque, NM
Daniel Kraus
Raymond James & Associates
Boca Raton, FL
Mark Kremers
Morgan Stanley
San Diego, CA
Brian Kurland
Waddell & Reed, Inc.
Bellevue, WA
Kenneth Langston
Smith Barney
Barrington, IL
Marilyn Littlejohn
Raymond James & Associates, Inc.
St petersburg, FL
Rob LoPinto
Morgan Stanley
Paramus, NJ
Brian Ludwick
Merrill Lynch
Saint Petersburg, FL
Patrick Maas
Janney Montgomery Scott
Garden City, NY
Paul MacCrory
Stifel Nicolaus
Conshohocken, PA
K. Blake Mackenzie
Morgan Stanley
Riverwoods, IL
Rafael Madan
Wachovia
Miami, FL
Glen Magloff
Smith Barney
Jacksonville, FL
George Manuelian
Morgan Stanley
Ridgewood, NJ
Richard Maratea
Morgan Stanley
Voorhes, NJ
Fred McLaughlin
Robert W. Baird & Co.
Nashville, TN
Patrick Mendenhall
UBS Financial Services
Houston, TX
Robert G. Meredith
Morgan Stanley
Pittsburg, PA
Charlie Merwin
Wachovia Securities
Short Hills, NJ
Paul Mullen
Merrill Lynch
Blue Bell, PA
Mike Nahass
Morgan Stanley
Newport Beach, CA
Nancy Olzack
Smith Barney
Anchorage, AK
Shamus ORourke
Morgan Stanley
Stamford, CT
Gwen Pacarro
Morgan Stanley
Honolulu, HI
Jeffrey Pasche
Raymond James & Associates
Traverse City, MI
Donald Patrick
Integrated Financial Group/Securities America
Atlanta, GA
John M. Powers
Morgan Stanley
Rochester, NY
John Proxenos
Raymond James
Rochelle Park, NJ
Jeffrey Reiss
Morgan Stanley
Jericho, NY
Doug Renick
Merrill Lynch
Sacramento, CA
Terry Richart
Wachovia Securities, LLC
Mesa, AZ
Kenneth Ross
Smith Barney
Pittsburgh, PA
Dennis Schmidt
Wachovia Securities LLC
New York, NY
Robert S. Schwartz
Wachovia Securities LLC
Miami, FL
Charles Shapiro
Citi Smith Barney
San Diego, CA
Christopher Shaw
Morgan Stanley
Red Bank, NJ
James Sheehan
UBS Financial Services Inc
Durham, NC
William Shinners
Morgan Stanley
Morristown, NJ
Michael Simonds
Smith Barney
New York, NY
Kenneth Slater
WallStreet Wealth Management
Las Vegas, NV
Samuel Spanos
Merrill Lynch
Beaver, PA
Bruce Stacy
UBS Financial Services Inc.
Lafayette, LA
Edward Sudzina
Raymond James & Associates
Auburn Hills, MI
Jeff Swartz
Morgan Stanley
Boston, MA
Ted Sweeney
Smith Barney
York, PA
John Terry
Citi Smith Barney
Augusta, GA
Thomas Thives
Wachovia Securities
Florham Park, NJ
Robert Thwaites
Morgan Stanley
Orlando, FL
Joseph Touchton
Raymond James & Associates, Inc
Indianapolis, IN
Steven Townsend
Wachovia Securities
Woodland Hills, CA
William Trist
Merrill Lynch
Mandeville, LA
Scott Uffelman
Smith Barney
Pasadena, CA
William Van Scoyoc
Morgan Stanley
New York, NY
Craig Vandegrift
UBS Financial Services
Vienna, VA
Tom Walrond
Raymond James & Associates
Bala Cynwyd, PA
Dean Williamson
Raymond James Financial Services, Inc.
Huntersville, NC
John M. Yount
Janney Montgomery Scott LLC
DuBois, PA
Angela Zewe
NEXT Financial Group
Northville, MI
Charles Zimmerman
Raymond James & Associates, Inc.
Houston, TX
