SAN DIEGO – CUSO Financial Services, one of the leadingbroker-dealers that provides investment and insurance programs tocredit unions, recently recognized four top-performing creditunions at its annual conference here. CFS President Valorie Seyfertand COO Amy Beattie presented the 2002 Pacesetter Awards inrecognition of the success of the individual credit union programs,as well as the accomplishments of the representatives who delivered“outstanding performances” during the past year. University FCU,Austin, Texas, and Program Manager Yung Tan, together withExecutive Representative Phil Weinstein were awarded the “RookieProgram of the Year” for achieving the highest average productionper representative for a new investment program in its first fullyear. UFCU began providing investment services in late 2001. OrangeCounty Teachers FCU, Santa Ana, Calif., earned CFS' IntegratorAward for its “ability to create an environment of teamwork betweenthe credit union's traditional banking side and its financialservices department,” said CFS. Program OCTFCU and Manager SandradeChastain were recognized for merging the credit union'sinvestment and traditional retirement services together in to oneunit. CFS presented its “Step Up to Success Award” to Ent FCU,Colorado Springs. Jim Moore, president of Ent's CUSO and ProgramManager David Wood were also awarded for producing the highestoverall increase in total program production from the previousyear. The credit union's CUSO saw a more than 150% increase inprogram revenues from 2001. Addison Avenue Financial Partners,Rocklin, Calif., along with CUSO President/CEO Pete Snyder andProgram Manager Rich Narez, received CFS' “Second to None/PinnacleAward” for the fifth consecutive year. The CUSO also recentlyreceived the Bank Investment Securities Association's Program ofthe Year award. CFS also awarded Bill Thompson of Addison AvenueFinancial Partners the 2002 “Representative of the Year” award forhis outstanding performance in customer service and record-breakingproductivity. He was also recently given top honors for 2002 byBank Investment Consultant Magazine. For the year 2002, CFS posted$36 million in revenue, with a net profit of $1 million and a cashdistribution of $500,000 to its credit union partners.

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