CitiStreet Names Three Sales Directors in Western U.S.; Will Oversee Sales to Broker/Dealer Channels in Pacific Northwest, Desert Southwest.QUINCY, Mass. -- CitiStreet announced today that three new regional sales directors have joined the firm to oversee sales to broker/dealer channels in California, the Pacific Northwest and the Desert Southwest. Brian Montanez is the new regional sales director for CitiStreet's Northern California Northern California, sometimes referred to as NorCal, is the northern portion of the U.S. state of California. The region contains the San Francisco Bay Area, the state capital, Sacramento; as well as the substantial natural beauty of the redwood forests, the northern region. Prior to joining CitiStreet, Montanez was the regional vice president of business development for Invesmart's qualified plan organization in the San Francisco Bay area “Bay Area” redirects here. For other uses, see Bay Area (disambiguation). The San Francisco Bay Area, colloquially known as the Bay Area or The Bay . He lives in Oakland. Wendy Fuller is the new regional sales director for CitiStreet's Pacific Northwest region
The Northwest Region . Fuller joins the company from ING, where she oversaw pension sales to the state of Oregon. She has been in financial services The examples and perspective in this article or section may not represent a worldwide view of the subject. Please [ improve this article] or discuss the issue on the talk page. for 11 years and lives in Portland. Bob Voeste has joined CitiStreet as the new regional sales director for middle California, Nevada, Utah and Arizona. He previously worked at John Hancock Retirement Plan Services, where he was marketing director for the West Coast. He has more than 20 years of experience in the financial services industry. Prior to joining John Hancock, he held positions with Bank of America
Bank of America (NYSE: BAC TYO: 8648 ) is the largest commercial bank in the United States in terms of deposits, and the largest company of its kind in the world. , Transamerica and Smith Barney Smith Barney is a division of Citigroup Global Capital Markets Inc., a global, full-service financial firm, that provides brokerage, investment banking and asset management services to corporations, governments and individuals around the world. Plan Services. He resides in Torrance, Calif. The new sales directors will be working in broker/dealer intermediary sales for CitiStreet. "We are pleased to welcome these experienced sales professionals to CitiStreet," said Pat Bello, executive vice president. "Wendy, Brian and Bob will strengthen our sales efforts in key and growing markets." About CitiStreet CitiStreet, one of the largest global benefits delivery firms in the United States, is headquartered in Quincy, Mass. CitiStreet, with 3,000 employees, has offices in Somerset, N.J., Jacksonville, Fla., Lewiston, Maine, Boston, MA, and field offices around the nation. It also has a division, CitiStreet Australia, with offices in Sydney, Brisbane and Melbourne. CitiStreet serves more than 9 million participants and administers approximately $215 billion in assets in the United States for defined contribution, defined benefit and health and welfare plans of corporate, government, health care, Taft-Hartley and not-for-profit organizations. It also serves about 1 million participants and administers about $9 billion in assets outside the United States. CitiStreet is a 50/50 joint venture between State Street Corp. (NYSE NYSE See: New York Stock Exchange :STT STT State Street Corporation (stock symbol) STT Suomen Tietotoimisto (Finnish National News Agency) STT Secure Transaction Technology STT Surface Tension Transfer (welding) ) and Citigroup (NYSE:C). For more CitiStreet information, visit the Web site at www.citistreetonline.com. |
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