Jess Noelck
608/ 665- 7861
jess.noelck@cunamutual.com
Rick Uhlmann
608/ 665-8940
rick.uhlmann@cunamutual.com
Kingston, New York - Salvatore Bocchimuzzo, CFP®, Vice President, Wealth Management a financial advisor at Mid-Hudson Valley Federal Credit Union, registered through CUNA Brokerage Services, Inc. has been named to the Senior Advisor Leadership Team. This distinction is awarded to a limited number of financial advisors who demonstrate exceptional sales productivity success, leadership within their credit union and peer groups, and have a specific seniority within the broker-dealer.
In addition to providing sound input and a voice of the best and most senior financial advisors, Bocchimuzzo has the responsibility of being an ambassador for the organization and for advisors across the country.
Education:
- B.S. Business Administration, State University of New York at Albany,1990
- Earned CFP® ( Certified Financial Planner ) designation, 2003
Memberships:
- Financial Planning Association, 2006 to present
Career Highlights:
- CUNA Mutual Group President’s Council, 2008 & 2009
Personal:
- Married ( wife, Carolyn)
- Two children
Sal has been with Mid-Hudson Valley Federal Credit Union for the past 6 years.
"CUNA Brokerage Services takes the honor and commitment of its Senior Advisor Leadership Team very seriously,” said Ric Pearson, senior manager for CUNA Brokerage Services. “Please join me in recognizing and congratulating the 2012 Senior Advisor Leadership Team for their dedication to creating a best-in-class broker-dealer and member experience.”
CBSI utilizes face-to-face financial advisors to help credit unions meet member retirement, investment and insurance needs. Working onsite at credit unions, financial advisors provide members with comprehensive financial services from simple transactions to complex financial planning and wealth management services.
CUNA Brokerage Services provides broker-dealer services to nearly 400 credit unions nationwide, which offer a full range of investment products, variable insurance products, securities programs and professional services related to securities transactions. CBSI is the securities broker-dealer for CUNA Mutual Group. CBSI delivers a full-range of quality investment products to members, including variable insurance products, securities programs and professional services related to the securities industry.
CUNA Mutual Group insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. With more than 75 years of true market commitment, CUNA Mutual's vision is unwavering: To be a trusted business partner who delivers service excellence through customer-focused products and market-driven insight. More information on the company is available on the company’s Web site 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. Property and casualty insurance products are issued by CUMIS Insurance Society, Inc. Each insurer is solely responsible for the financial obligations under the policies and contracts it issues. Corporate headquarters are located in Madison, Wis.
Mid-Hudson Valley Federal Credit Union (MHV) is a member-owned, financial cooperative serving individuals and businesses throughout Ulster, Dutchess and Orange counties. Since 1963 MHV has helped to make our members’ lives easier by providing complete and convenient financial solutions. We provide a member experience driven by innovative technology, reliable service and easy access. MHV provides a wide array of personal and business banking solutions, low rate financing, 24/7 teller service and convenient e-Services. Find out more at mhvfcu.com