WINSTON-SALEM, N.C. – One of Allegacy Credit Union’s own was recently named one of the nation’s top 25 performing brokers in 2004. Denise White, a registered representative with CUSO Financial Services (CFS), who is also a financial adviser for $1 billion Allegacy CU’s investment and insurance program, was named to the top list by Bank Investment Consultant magazine. A 15-year veteran of the financial services industry, White was recognized for her part in the production of $450,000 in revenue through the third quarter of 2004, according to CFS. She serves more than 1,000 clients with $84 million in assets under managements. The top performing reps are selected by their industry peers on the basis of their production; overall effectiveness in helping their financial institution achieve performance; the ability train and coach branch personnel; and to cross-refer business to other departments. “She is a cornerstone of our program,” said Laura Banasiewicz, program manager of Allegacy’s investment program. “Her commitment to service and demonstrated expertise in support of members makes her one of our top performing reps year in and year out.” CFS President Valorie Seyfert echoed White’s commitment to members. “She spends an extraordinary amount of time helping them map out their goals, offering sound advice and designing effective strategies to serve them.”
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