Jeff Smith, a credit union veteran with more than 35 years of experience in fixed-income securities sales, has joined the SunCorp team as Director of Investment Sales. Jeff comes to SunCorp from Western Bridge Corporate Credit Union.
In his new role at SunCorp, Jeff will assist members with all their brokerage dealings, provide daily market commentary and education, and manage the investment sales of marketable securities such as U.S. Government Agency, Treasury, mortgage obligations, and corporate bonds.
In announcing Jeff's appointment, Mark Schieffer, SunCorp’s Executive Vice President, noted, “Jeff is one of the top credit union fixed-income analysts in the country. We are very excited to have him bring his expertise to SunCorp where our members will certainly benefit from the value of his insights and investment acumen.”
Besides being a corporate agent for CU Investment Solutions LLC, the broker-dealer service owned by corporate credit unions, Jeff carries a BS and MBA in Marketing from Indiana University in Bloomington, Indiana, as well as NASD Series 5, Series 7, Series 8, and Series 63 licenses. Jeff is also a veteran of the U.S. Navy where he served as a Supply Corps Officer.
Members are encouraged to contact and welcome Jeff to SunCorp via e-mail at email@example.com or by calling, toll-free, 877-786-2677, ext. 4620.
Steve Browning has joined the SunCorp team as a Business Development Officer for credit unions in Southern California.
Formerly with Western Bridge Corporate, Steve brings a wealth of expertise to SunCorp. His experience in the financial services industry spans more than 15 years, during which he has held such positions as Relationship Manager, Senior Investment Advisor and Fixed-Income Specialist. Steve has an BS in Business Management and holds NASD Series 7, Series 24 and Series 63 licenses.
In his role as Business Development Officer, Steve will advise and assist credit unions on SunCorp’s correspondent products and investment services.
In launching his new career at SunCorp, Steve explained, “I'm very impressed at the way Tom Graham and his team of professionals skillfully managed SunCorp through all the challenges and obstacles we experienced during the Great Recession, while continuously caring for members and always keeping them informed." He went on to say, "I'm thrilled to be joining such a respectable team and to continue their efforts in delivering the highest cooperative value and service quality to credit unions in the West.”
You can reach Steve at firstname.lastname@example.org or toll-free at 1-877-786-2677, ext. 4625.
For more information, please visit www.suncorp.coop.