Slideshow Ranking the top bank program managers

Published
  • April 28 2016, 11:56am EDT
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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.

40. Tommy Lee Jr.

Bank/TPM: PriorityOne Bank/Raymond James
Location: Magee, Miss.
Team AUM: $137 million
2015 team production: $1.4 million

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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

38. Greg Scott

Bank/TPM: Summit Bank/Raymond James
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

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36. Cynthia Pollard

Bank/TPM: Bellco Credit Union/CUSO Financial
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

34. John McRae

Bank/TPM: Citizens National Bank/Raymond James
Location: Meridian, Miss.
Team AUM: $495 million
2015 team production: $3.1 million

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33. Agnes Lew

Bank/TPM: East West Bank/Cetera
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

31. Mike Zito

Bank/TPM: Trustmark National Bank/LPL Financia
Location: Jackson, Miss.
Team AUML $1.5 billion
2015 team production: $10.4 million

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30. Cindy Maher

Bank/TPM: Great Western Bank/Cetera
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

28. Wade Curry

Bank/TPM: Kish Bank/MML Investor Service
Location: Lewistown, Pa.
Team AUM: $240 million
2015 team production: $1.2 million

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27. John Olerio

Bank/TPM: Webster Bank/LPL Financial
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

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

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24. Dan Anderson

Bank/TPM: MainSource Bank/Raymond James
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

22. Mark Ganung

Bank/TPM: First Commonwealth/Infinex
Location: Wexford, Pa.
Team AUM: $681.7 million
2015 team production: $5.8 million

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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