President, Financial Institutions
Jim provides strategic direction and sales management to Securities America’s Financial Institution Division. His leadership of the team supports their efforts to recruit top-quality financial professionals and helps firm partners meet their business goals. The financial institutions team works closely with representatives in the bank and credit union space to ensure they have the technology, tools and support to conduct business, grow revenue and provide superior service.
With nearly three decades of effective leadership, Jim is well known and highly respected in the financial institutions segment. He has spent most of his 30-year career working with banks and credit unions. He envisions continuing Securities America’s development as the nation’s premier broker-dealer partner for financial institutions. Jim graduated from Bryant University with a Bachelor of Science in business administration and management. He holds the Series 7 and 26 securities licenses.
800-747-6111, ext. 7150
Regional Director, Financial Institutions
Zach joined Securities America in October of 2013 after serving as business manager at a pharmaceutical marketing organization. As a Regional Director for the Northeast U.S. with the Financial Institutions Division, Zach partners with bank and credit union investment programs to service and grow their clients/members. He also works with existing Securities America branch offices to help them plan and implement their branch expansion efforts through recruitment of new financial institutions and their financial professionals.
Prior to his latest role with the Branch Office Development Department, Zach was the Senior Project Analyst for Financial Institutions and Acquisitions, where he was responsible for the day-to-day operations of the Financial Institutions Division, as well as analyzing, coordinating and implementing acquisition efforts across Securities America. Zach graduated with a Bachelor of Science in Finance; financial analysis from Creighton University and currently holds the Series 7 securities industry license.
800-747-6111, ext. 7117
Sales Coordinator, Financial Institutions
Michael joined Securities America in February 2017 with more than seven years of experience in the financial services industry. Prior to joining the Branch Office Development team, Michael earned his Series 7 and 66 licenses, worked as an Advisory Fee Analyst, Active Trader Specialist and Investment Specialist. Michael’s varied backgrounds in finance, operations, technology and sales provide the perfect foundation for the Financial Institutions Sales Coordinator role.
Michael is currently studying to obtain his degree in Cybersecurity and obtain his Series 24 license.
800-747-6111, ext. 7137
Josalyn joined Securities America in March 2018 after accumulating four years of retail banking experience at First National Bank of Omaha. Before joining the Financial Institutions team in September 2019, she was a Gold Star Consultant in the Representative Relations Center at Securities America. As an Associate Consultant for the Financial Institutions Team, Josalyn is responsible for supporting the Regional Directors in recruiting and onboarding efforts of new financial institution partners.
Josalyn graduated from the University of Nebraska at Omaha in 2017 where she earned a BSBA in Human Resources/Management in addition to a Marketing minor. Josalyn has obtained her Series 7 license.
800-747-6111, ext. 7101