717’s Retirement and Investment Group Financial Advisor Honored by CUNA Brokerage Services
WARREN, Ohio – Paul Finch, 717 Credit Union’s Retirement and Investment Group vice president of wealth management and financial adviser, has been honored by CUNA Brokerage Services Inc. with several prestigious awards for a successful 2021.
CBSI is one of the largest broker dealers in United States that works with credit unions and their members. The 717 Retirement and Investment Group processes all of their securities through CBSI.
Finch was awarded the 2021 MVP Award of Excellence, Rising Leader in SALT (Senior Adviser Leadership Team), Class 13 HONORS Academy, and Million Dollar Club. The MVP Award of Excellence and Rising Leader in SALT recognize top advisers in overall achievement.
Over the course of 2021, Finch wrote roughly $1.2 million of Gross Dealer Concession (GDC) resulting in the best year of his 14-year career with CBSI. Finch also placed second overall for the CBSI advisor scorecard and made the president’s club two years in a row.
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