20 fundsters and fundster allies from 15 organizations won big at an industry conference in Florida last month.
| Sonja Ursul Formato|
Foreside Financial Group, LLC
, president and CEO of the National Investment Company Service Association (NICSA
), and his team honored
their Volunteer of the Year Awards
winners at their NICSA Strategic Leadership Forum
at the Marriott Harbor Beach Resort and Spa in Fort Lauderdale, February 26 through February 28. The awards recognize NICSA members who volunteer to serve the trade group.
The biggest NICSA award winners last week were Foreside
, which won three awards each, more than any other companies. At Foreside, Sonja Formato
won the General Membership Meeting award and the Product and Distribution award, and Jennifer Hoopes
won the Strategic Leadership Forum award. At SS&C, Jason Dauwen
won the data analytics award, Leann Dionne
won the abandoned property award, and Lisa Light
won the webinar advisory award.
Two other big winners were Bank of America's Merrill Lynch
and Great-West's Putnam
, which won two awards each. At Merrill, Julie Collison
won the alternative investments award, and Sam Perone
won the technology away. At Putnam, Rob O'Brien
won the retirement award, and Karen Walsh
won the TA award.
The rest of the winners included:
At ACA Compliance, Erik Olsen won the compliance and risk award;
At BNY Mellon, Lynette Turner won one of the president's awards;
At Celera Systems, Beverly Dube won the regional events award;
At the CFA Institute, Tom Collimore won the diversity project public relations award;
At Ameriprise's Columbia Threadneedle, Patrick Mullins won the SMA working group award;
At DFA, Lana Bergstein won the next gen award;
At EY, David Parks won the content award;
At FIS, Veronica Lee won the other president's award;
At Northern Trust, Pam Burns won the diversity project talent management award;
At Prudential's PGIM, Paula Modguno Tepper won the diversity project best practices award; and
At SFS Mars Solutions, David Halligan won the membership award.
Stay ahead of the news ... Sign up for our email alerts now