BISA Announces 2019 Award Winners
March 20, 2019 by BISA
CHICAGO, IL – At the 2019 Annual Convention, the Bank Insurance & Securities Association (BISA) was pleased to announce and honor the award winners in the following categories: Circle of Excellence, Career Achievement, Diversity and Inclusion and Technology Innovation.
“BISA is proud to recognize these distinguished individuals and organizations for their contributions to the industry,” said BISA Executive Director Jeff Hartney. “This year’s Circle of Excellence, Career Achievement, Diversity & Inclusion and Technology Innovation award recipients have been integral to the success and advancement of BISA.”
These awards are given to organizations or individuals that have helped advance the financial services industry through demonstrated leadership, resourcefulness and innovation. Below are the 2019 award winners:
Circle of Excellence Award
The Circle of Excellence Award is BISA’s most prestigious award that honors and celebrates extraordinary leaders for their long-term commitment to the profession and association. This year, we have two inductions into this prestigious group for their dedicated service to the industry and to the organization.
- Maree Moscati, CEO, Copytalk
- Brett Bowers, Senior Vice President, MidFirst Bank
Career Achievement Award
The BISA Career Achievement Award recognizes and celebrates the achievements of established professionals through 20 years in the financial services industry and reached a significant milestone, including promotion, anniversary or upcoming retirement. BISA is pleased to award the 2019 Career Achievement Award to:
- Kimberley Holweger, COO, Cetera Investment Services
Diversity & Inclusion Award
BISA awarded its second annual Diversity & Inclusion Award to recognize the successful diversity efforts of organizations from the financial industry. The award is presented to member firms that demonstrate outstanding leadership, innovation and results in diversity management. This year’s Diversity & Inclusion Award recipients are:
- Union Bank – Wealth Markets
- Broadridge Financial Solutions, Inc.
- Flagstar Bank
Technology Innovation Award
The BISA Technology Innovation Award is designed to recognize leadership in the advancement of the financial services industry’s products, services and platforms through technology innovation. This year, BISA is honoring 19 technology innovations from 19 member companies:
- Allego
- BBVA Investment Services
- BNY Mellon’s Pershing
- CANNEX Financial Exchanges Ltd.
- Cetera Financial Institutions
- CommunityAmerica Financial Solutions, LLC
- Copytalk, LLC
- CUSO Financial Services, LP and Sorrento Pacific Financial, LLC
- Envestnet, Inc.
- Insurance Technologies
- Kehrer Bielan Research & Consulting
- LPL Financial
- Luma Financial Technologies
- MoneyGuide, Created by PIEtech®
- Raymond James
- Scivantage
- Trinlogix
- Vantis Life Insurance Company
- Wealth2k, Inc.
Thank you for the technology innovations you’ve brought to the industry.
Congratulations to all of our esteemed award winners! Your hard work, dedication and passion drive this industry and BISA forward. Learn more about BISA’s awards program here.
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About the Bank Insurance & Securities Association
The Bank Insurance & Securities Association is the leading financial services industry association dedicated to serving those responsible for the marketing, sales and distribution of securities, insurance, and other financial products and advisory services through the bank channel. Member companies include depository institutions of all sizes, their broker/dealer and mutual fund subsidiaries, third-party marketing companies, product manufacturers and firms providing products, technology or services to support these enterprises. For more information, visit www.bisanet.org.
MEDIA CONTACT
Marcia Daudelin at BISA Headquarters
Marketing and Communications Senior Manager
330 N. Wabash Avenue, Suite 2000
Chicago, Illinois 60611 USA
t: +1.312.673.4818
e: mdaudelin@bisanet.org
