MONTGOMERY, N.Y. (June 3, 2013) – Walden Savings Bank is pleased to announce the recent appointment of Alissa Provanzana to the position of Client Services Associate for its Investment Services program.
In her new position, Alissa will be responsible for maintaining customer accounts, monitoring trade settlement and sales management, as well as providing both internal and external customer service.
Provanzana brings nearly five years of experience from J.P. Morgan Chase, where she held positions as a trade support analyst and, most recently, fixed income sales associate. She holds both her Series 7 and 63 registrations.
“Alissa brings a strong background in financial service operations, as well as exemplary skills in customer service,” said Derrik Wynkoop, President and CEO. “She is a welcome addition to Walden Investment Services and one that will add vibrancy and a strong skill-set to our service team. We are excited to have her come aboard.”
Alissa obtained her Bachelor of Science in Business Administration from the State University of New York at Albany with a concentration in finance and marketing. She currently resides in Wallkill.
“We’re thrilled that there has been such strong consumer demand for Walden Investment Services,” said Frank Dwyer, Vice President and Financial Advisor. “The growth in just one year of the program’s establishment has already called for an expansion, and I’m confident this will continue with our new and talented staff.”
About Walden Investment Services
Walden Investment Services, established in 2012, serves the Hudson Valley region and offers a full range of financial products and services and is located at Walden Savings Bank. Walden Investment Services is a marketing name for Cetera Investment Services LLC, Member FINRA/SIPC. Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. Cetera is under separate ownership from any other named entity.
About Cetera Financial Group
Cetera Financial Group is one of the nation’s largest privately held, independent broker-dealer and investment adviser families. It provides award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, and innovative technology for nearly 6,500 independent financial professionals and more than 600 financial institutions nationwide. Through its four distinct firms, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Financial Specialists LLC, and Cetera Investment Services LLC (Cetera Financial Institutions), Cetera offers the benefits of a large, established and well capitalized broker-dealer, while serving advisors in a way that is customized to their unique needs and aspirations. Cetera is committed to helping advisors grow their business and strengthen their relationships with clients. For more information, visit www.Cetera.com
