Slideshow Top Program Managers: More of the Best

Published
  • September 27 2015, 12:29pm EDT

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.

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

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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

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

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

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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

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

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

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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

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

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

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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

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

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

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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

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

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

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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

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

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

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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

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

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

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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

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

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

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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

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

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

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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

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