RPAG Announces Newest Affiliated Member
ALISO VIEJO, CA, August 12, 2010 -- Retirement Plan Advisory Group (RPAG), the largest independent retirement plan practice management firm nationally, announces Kristen Deevy of CoBiz Insurance as its newest affiliated member. Utilizing RPAG's robust suite of technology-driven consulting resources, Deevy will help drive business growth for CoBiz's Denver and Phoenix-based offices, offering specialization in investment due diligence, fee benchmarking reviews, and fiduciary best practices.
Deevy, who joined CoBiz last month as Vice President of Retirement Plans, brings with her nearly 20 years of experience in financial services, 13 years of which included time with retirement plan vendors. "I am excited to now be sitting on the advisory side of the house and apply my expertise in retirement planning to better serve the growing needs of sponsors and participants in our local market," states Deevy.
Prior to joining CoBiz, Deevy served as a Regional Vice President of Sales at ING. She holds a Bachelor of Science in Business Administration with an emphasis in Finance from the University of Colorado at Boulder. She also holds series 6 and 63 designations with FINRA, and is a member of Western Pension.
"Kristen's passion and integrity for this business speaks to the type of advisors we seek to attract," comments Nick Della Vedova, president of RPAG. "We look forward to seeing what comes next for this group."
Deevy plans to spearhead new retirement plan sales for CoBiz and is already ramping up manpower with the addition of a newly hired account executive to service its existing block of 401k business.
About CoBiz
CoBiz Financial (cobizfinancial.com) is a $2.5 billion financial services company headquartered in Denver that serves the complete financial needs of businesses, business owners and professionals in Colorado and Arizona. The company provides commercial banking services through Colorado Business Bank and Arizona Business Bank; wealth planning and investment management through CoBiz Wealth Management, and trust services through CoBiz Trust; property and casualty insurance brokerage and employee benefits through CoBiz Insurance; investment banking services through Green Manning & Bunch; and executive benefits consulting and wealth transfer services through Financial Designs Ltd.
About RPAG
Retirement Plan Advisory Group (retirementplanadvisorygroup.com) is the largest independent practice management platform for defined contribution advisors in the U.S. representing 600 advisors in 45 states, serving 15,000 plan sponsors and with $50 billion in assets under advisement.
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