MADISON, Wis. – CUNA Mutual Group has announced David Sweitzer will lead its Wealth Management business, which includes CUNA Brokerage Services, Inc., and the company’s financial advisor network and wealth management products. Sweitzer succeeds Jeff Bosco, who leaves the company after five years.
“We have invested millions of dollars into our Wealth Management business over the past two years to advance technology, sales training and product development, and we’re making tremendous progress,” said Robert N. Trunzo, CUNA Mutual Group president and CEO. “Our commitment remains steadfast, and we are further elevating this business by placing a stronger emphasis on consumers, and supporting the success of our financial advisors.”
Sweitzer has a long history working with credit unions and in financial services, having joined CUNA Mutual Group in 1991. He has held numerous leadership roles in sales management, customer call centers and small business development, and was most recently senior vice president of sales. He earned a bachelor’s degree in business and a Master of Business Administration from the University of Wisconsin–Madison.
“We have a clear and bright path ahead for our Wealth Management business, and David is a proven and respected sales and business leader,” Trunzo said. “I can think of no one better suited to lead us through this next phase.”
Sweitzer, who begins his leadership accountabilities immediately, said CUNA Mutual Group’s Wealth Management business is ripe for continued growth. “I’m very energized by this new opportunity,” Sweitzer said. “Our commitment and focus remains on breaking down barriers to financial security for all and helping more people gain financial security through the power of investing.”
About CUNA Brokerage Services, Inc.:
CUNA Brokerage Services, Inc. (CBSI) provides broker-dealer services to credit unions throughout the nation, offering a full range of investment and insurance products to help credit unions help their members reach a more secure financial position. CBSI, an affiliate of CUNA Mutual Group, is the leading broker-dealer serving the credit union marketplace. CBSI has more than 270 credit union programs, 380 active advisors, with more than $5 billion in mutual fund, annuity and managed account sales.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.
About CUNA Mutual Group:
CUNA Mutual Group helps people plan, protect and invest for their future – regardless of their financial standing. The company was founded more than 80 years ago by credit union leaders who were looking for an insurance partner they could trust. Today, CUNA Mutual Group helps credit unions and hardworking people build financial security through commercial and personal insurance products; lending and payment security solutions; and risk management, retirement, investment and marketing services. Additional information about the company can be found at www.cunamutual.com.
CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Life, accident, health and annuity insurance products are issued by CMFG Life Insurance Company and MEMBERS Life Insurance Company. Corporate headquarters are located in Madison, Wis.