Sorrento Pacific Financial Adds Senior Vice President of Business Development Guy Brazell to Aid Growth of Western Region Investment Programs 3.19.12
For Immediate Release
Brazell joins SPF to support financial institution program development
SAN DIEGO and DENVER – Mar. 19, 2012 – Sorrento Pacific Financial, LLC, (SPF), a full-service broker dealer and Registered Investment Adviser providing customized investment, wealth management and insurance solutions for financial institutions, has appointed Guy Brazell as senior vice president of business development. Brazell joined the company Feb. 1, 2012 and is directing financial institution recruitment with a concentration in the Western half of the U.S.
Based in Colorado, Brazell works with SPF’s business development team to expand the broker dealer’s national footprint among financial institutions with both startup and existing investment programs, guiding them to greater profitability. Brazell has an extensive sales background and expertise in successful program development, having previously served as senior vice president and national sales manager of Countrywide Investment Services for three years, and as EVP and national sales manager of Independent Financial Marketing Group, a third party marketing subsidiary of Sun Life Insurance of Canada, for fifteen years prior to that. He has also led Brason Investment Group, a company focused on real estate investment programs in Colorado.
SPF continues to build its resources and technology tools to support investment programs housed in financial institutions; it has become one of the leading boutique broker dealers with that specialization. The company expects to double its revenue in 2012.
“With the addition of Guy to our senior management team, we continue to add experienced executives to our national staff with a strong knowledge base in banking, insurance and sales,” says Valorie Seyfert, president and CEO of SPF and of its sister company, CFS, which offers the same services to credit unions. “We saw more than 50 percent of our programs have their best year ever in 2011; with Guy’s addition to our team, and his enthusiastic commitment to helping our financial institution programs, we are certain to see that percentage increase even more.”
Brazell’s target market is regional and community banks with assets ranging from $300 million to $15 billion. He believes these financial institutions will be attracted to the company’s comprehensive technology set and responsiveness.
“SPF’s technology is a major differentiator; it increases efficiency and adds insights that help financial institutions see the impact that well-managed investment programs have on their bottom lines,” Brazell says. “But above and beyond that, the attitude of the entire staff is a refreshing change. They are genuinely nice, concerned about the growth of the institutional investment programs and the service provided to customers, and are always open to ways that we can improve. I am confident that our flexibility and supportive atmosphere will help the company become the dominant player in this industry.”
About Sorrento Pacific Financial Services, LLC
Full-service sister broker dealers, Sorrento Pacific Financial and CUSO Financial Services (Members FINRA/SIPC), provide customized investment and insurance solutions to nearly 200 banks and credit unions throughout the country. Both companies are headquartered in San Diego with branch offices and hundreds of registered representatives nationwide. Both broker dealers are SEC Registered Investment Advisers with expertise in key areas including retirement services, wealth management, and fee-based and insurance products for both individuals and business customers. Their fully-electronic account management system for advisors, dataVISION®, is one of the leading technology platforms in the industry. For more information, contact SPF at 888.805.5585, extension 7910 or 4410, or www.sorrentopacific.com.