Ranking the top bank program managers
April 28, 2016 11:56 AM
Top program managers: Part 1
As a precursor to our signature Top 20 Program Managers that we'll unveil next week, we're pleased to highlight the program managers that ranked 21 through 40 in our analysis.
The program managers on our list aren't ranked on just one metric, but rather on several criteria, including team AUM, team production, percentage growth in team AUM, percentage growth in team production, production per advisor, number of advisors and number of licensed bank employees.
In this way, we feel our ranking showcases the most successful and well-rounded program managers in the channel.
The program managers on our list aren't ranked on just one metric, but rather on several criteria, including team AUM, team production, percentage growth in team AUM, percentage growth in team production, production per advisor, number of advisors and number of licensed bank employees.
In this way, we feel our ranking showcases the most successful and well-rounded program managers in the channel.
40. Tommy Lee Jr.
Bank/TPM: PriorityOne Bank/Raymond James
Location: Magee, Miss.
Team AUM: $137 million
2015 team production: $1.4 million
Location: Magee, Miss.
Team AUM: $137 million
2015 team production: $1.4 million
39. Jim Ganger
Bank/TPM: Spire Credit Union/Essex National Securities
Location: Falcon Heights, Minn.
Team AUM: $48 million
2015 team production: $1.2 million
Location: Falcon Heights, Minn.
Team AUM: $48 million
2015 team production: $1.2 million
38. Greg Scott
Bank/TPM: Summit Bank/Raymond James
Location: Panama City, Fla.
Team AUM: $253 million
2015 team production: $2.0 million
Location: Panama City, Fla.
Team AUM: $253 million
2015 team production: $2.0 million
37. Kim Scalzitti
Bank/TPM: MB Financial/Cetera
Location: Rosemont, Ill.
Team AUM: $928 million
2015 team production: $5.7 million
Location: Rosemont, Ill.
Team AUM: $928 million
2015 team production: $5.7 million
36. Cynthia Pollard
Bank/TPM: Bellco Credit Union/CUSO Financial
Location: Denver
Team AUM: $562 million
2015 team production: $4.6 million
Location: Denver
Team AUM: $562 million
2015 team production: $4.6 million
35. Fred Greene
Bank/TPM: Woodforest National Bank/Raymond James
Location: The Woodlands, Texas
Team AUM: $636 million
2015 team production: $4.8 million
Location: The Woodlands, Texas
Team AUM: $636 million
2015 team production: $4.8 million
34. John McRae
Bank/TPM: Citizens National Bank/Raymond James
Location: Meridian, Miss.
Team AUM: $495 million
2015 team production: $3.1 million
Location: Meridian, Miss.
Team AUM: $495 million
2015 team production: $3.1 million
33. Agnes Lew
Bank/TPM: East West Bank/Cetera
Location: Pasadena, Calif.
Team AUM: $962 million
2015 team production: $17.7 million
Location: Pasadena, Calif.
Team AUM: $962 million
2015 team production: $17.7 million
32. Steven Franke
Bank/TPM: Allegacy Federal Credit Union/CUSO Financial
Location: Winston Salem, N.C.
Team AUM: $995 million
2015 team production: $6.1 million
Location: Winston Salem, N.C.
Team AUM: $995 million
2015 team production: $6.1 million
31. Mike Zito
Bank/TPM: Trustmark National Bank/LPL Financia
Location: Jackson, Miss.
Team AUML $1.5 billion
2015 team production: $10.4 million
Location: Jackson, Miss.
Team AUML $1.5 billion
2015 team production: $10.4 million
30. Cindy Maher
Bank/TPM: Great Western Bank/Cetera
Location: Omaha, Neb.
Team AUM: $487 million
2015 team production: $3.2 million
Location: Omaha, Neb.
Team AUM: $487 million
2015 team production: $3.2 million
29. Tom Decker
Bank/TPM: Space Coast Credit Union/LPL Financial
Location: Melbourne, Fla.
Team AUM: $517 million
2015 team production: $5.9 million
Location: Melbourne, Fla.
Team AUM: $517 million
2015 team production: $5.9 million
28. Wade Curry
Bank/TPM: Kish Bank/MML Investor Service
Location: Lewistown, Pa.
Team AUM: $240 million
2015 team production: $1.2 million
Location: Lewistown, Pa.
Team AUM: $240 million
2015 team production: $1.2 million
27. John Olerio
Bank/TPM: Webster Bank/LPL Financial
Location: Waterbury, Conn.
Team AUM: $2.5 billion
2015 team production: $23.5 million
Location: Waterbury, Conn.
Team AUM: $2.5 billion
2015 team production: $23.5 million
26. Jan Franklin
Bank/TPM: Logix Federal Credit Union/Invest Financial
Location: Burbank, Calif.
Team AUM: $726 million
2015 team production: $4.6 million
Location: Burbank, Calif.
Team AUM: $726 million
2015 team production: $4.6 million
25. Doug Wicks
Bank/TPM: Kinecta Federal Credit Union/LPL Financial
Location: Manhattan Beach, Calif.
Team AUM: $1.4 billion
2015 team production: $9.6 million
Location: Manhattan Beach, Calif.
Team AUM: $1.4 billion
2015 team production: $9.6 million
24. Dan Anderson
Bank/TPM: MainSource Bank/Raymond James
Location: Greensburg, Ind.
Team AUM: $636 million
2015 team production: $4.7 million
Location: Greensburg, Ind.
Team AUM: $636 million
2015 team production: $4.7 million
23. Stacy Spearman
Bank/TPM: Renasant Bank/LPL Financial
Location: Tupelo, Miss.
Team AUM: $1 billion
2015 team production: $7.2 million
Location: Tupelo, Miss.
Team AUM: $1 billion
2015 team production: $7.2 million
22. Mark Ganung
Bank/TPM: First Commonwealth/Infinex
Location: Wexford, Pa.
Team AUM: $681.7 million
2015 team production: $5.8 million
Location: Wexford, Pa.
Team AUM: $681.7 million
2015 team production: $5.8 million
21. Tim Sease
Bank/TPM: South State Bank/LPL Financial
Location: Columbia, S.C.
Team AUM: $1.14 billion
2015: team production: $6.3 million
Location: Columbia, S.C.
Team AUM: $1.14 billion
2015: team production: $6.3 million
