CARPINTERIA, Calif.–(BUSINESS WIRE)–Ronald J. Heller has joined PlanMember Financial Corporation as Director
of Partner Development, leading recruiting efforts for PlanMember
Securities, the firm’s registered broker/dealer. Tasked with growing the
next generation of PlanMember Financial Centers nationwide and
recruiting advisors to Financial Center teams, Mr. Heller brings decades
of experience in the investment industry.
Before joining PlanMember, Ron co-founded Peritus Asset Management, Inc.
where he served as CEO and senior portfolio manager and was responsible
for trading activities. For 23 years Mr. Heller worked with executives
on Wall Street in both new issue and secondary trading in the leveraged
loan and high yield bond asset classes. At Peritus, he nurtured and
maintained custody and investment dealer relationships and was a member
of the investment committee.
Prior to Mr. Heller’s investment career, he played professional football
with the San Francisco 49ers, who won Super Bowl XXIII in 1989. He then
played with the Atlanta Falcons and Seattle Seahawks, retiring in 1993.
Al Close, Executive Vice President Sales & Distribution at PlanMember,
said, “Ron has the ideal skill set required to accelerate PlanMember’s
recruiting growth as we expand both our existing Financial Centers and
Financial Center footprint nationwide.”
Headquartered in Carpinteria, California, PlanMember has been a leading
fee-based broker/dealer for over three decades. We are committed to
strengthening our organizational brand and our ability to help people
across the country achieve financial success. PlanMember has more than
500 independent registered representatives, 34 Financial Centers in 20
states, $12 billion in assets under management and 190,000 customer
accounts, and is an approved retirement plan provider in more than 4,200
school districts, nonprofit organizations and employers nationwide.
PlanMember Securities Corporation is a registered broker/dealer,
investment advisor and member FINRA/SIPC.
Contacts
Steve Sullivan (800) 874-6910 x2455
[email protected]
planmember.com/join
