Financial Services Program
Solutions for Banks and Credit Unions

Information Request

Information Request


Our Team

Jim Norwood

Jim Norwood
President, Financial Institutions


Jim provides strategic direction and sales management to Securities America’s Financial Institution Division. His strategic leadership of division team members supports their efforts to recruit top-quality financial representatives and helps partner representatives meet their business goals.

He holds Series 7 and 26 securities industry licenses.

David Perez

David Perez
Senior Regional Director, Financial Institutions


David joined Securities America in 2014 with more than 20 years of experience in the financial services industry. Prior to joining, he served as an internal wholesaler, external wholesaler, national key account manager and director. His background includes business and financial planning, new business development, marketing planning, special project assignments, plan development and sales. Perez holds a business degree from Washburn University.

800-747-6111, ext. 7119
dperez@saionline.com
Fax: 402-343-0502


Zach Porter

Zach Porter
Regional Director, Financial Institutions


Zach joined Securities America in October of 2013 after serving as Business Manager at a pharmaceutical marketing organization. Zach is 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
zporter@saionline.com
Fax: 402-343-0502

Jasmin Corbin

Jasmin Corbin
Associate Consultant


800-747-6111, ext. 7112
jcorbin@saionline.com
Fax: 402-343-0502

Sarah Lindberg

Sarah Lindberg
Associate Consultant


800-747-6111, ext. 7131
slindberg@saionline.com
Fax: 402-343-0502

Jeff Dolejs

Jeff Dolejs
Senior Project Analyst, Branch Office Development


402-399-9111
jdolejs@saionline.com


12325 Port Grace BLVD
La Vista, NE 68128
866 346 4568
fi_opportunities@saionline.com