SAN ANTONIO, Texas, March 30, 2011 /PRNewswire/ -- Leading bank broker-dealer Investment Professionals, Inc. (IPI) announced the promotion of Robert Thompson to National Sales Manager.
"Bob is the choice to lead IPI's sales force," says Jay McAnelly, IPI's President & CEO. "He provides us with an exceptional blend of roll-up-your-sleeves determination and a disciplined approach to execute on IPI's growth vision. Bob has proven his salt over the years by achieving year-over-year performance records in every endeavor he has touched. Under Bob's leadership we look for the continued steady internally generated growth that IPI is accustomed to in addition to a further strengthening of our sales capabilities."
After joining IPI in early 2007 as IPI's Regional Retail Director, Bob was promoted to IPI's Director of Insurance Services and Vendor Partner Liaison prior to his becoming National Sales Manager. Bob has had a solid and successful 15 years in the financial services industry having held a wide range of positions as a Loan Officer, Registered Representative and numerous Sales Leader roles with ever increasing responsibilities both at IPI and previously at other firms. His experience provides him with a broad experience set and wide range of understanding quite valuable in today's market.
"Customer service, continued growth and removing the barriers that enable results for our advisors and bank partners are our primary three focus areas," says Bob Thompson. "It is almost that simple – profits and success are magnified through continued focus on the simplicity of action."
IPI has established itself as the leader in community bank brokerage and is the only truly independent firm left in the market. IPI's management team is the most tenured, competent and cohesive in its industry segment. And IPI is also likely the most conservatively-financed firm in its segment – with zero debt and more capital resources and reserves than before the market volatility that began in 2008. The firm was also ranked as one of the Top Private Companies in San Antonio in 2011; San Antonio is the 7th largest city in the United Sates.
According to Jay McAnelly, "I am committed to the continued strengthening of IPI's alliances with our bank partners in helping to grow their bottom lines. Bob's promotion to National Sales Manager is another solid strengthening of IPI's ability to deliver customized programs to the institution, advisor and community that we serve. And in stark contrast to our competitors, our focus on providing outstanding service regardless of size has served us and our partners extremely well."
About Investment Professionals, Inc.
Founded in 1992, IPI is a private, Texas-based financial planning, asset management and risk mitigation firm with $4.2 billion under management and 45,000 clients nationwide. IPI is a leading provider of on-site bank investment programs and currently partners with more than 130 financial institutions with assets in the range of $35 million to over $7 billion. IPI also has three retail branches in Texas. In seven American Brokerage Consultants' Studies of Bank Brokerage and Retail Investment Services over 12 years from 1997-2009, bank executives nationwide cast over 2,200 votes overwhelmingly in favor of IPI. In 2009 IPI was voted the Most Highly Rated Bank Brokerage Firm for an unprecedented fourth time. In addition to being one of the fastest-growing companies in San Antonio, IPI has been named one of the Best Companies to Work for in Texas for four years in a row. IPI is a registered broker-dealer, registered investment advisor and member of FINRA and SIPC.
NO BANK GUARANTEE | NOT FDIC INSURED | MAY LOSE VALUE All Securities and Advisory Services offered through Investment Professionals, Inc. (IPI), a Registered Broker/Dealer & Registered Investment Advisor and member FINRA & SIPC. The investment services offered by IPI are in no way affiliated with or offered by the bank or credit union where IPI may maintain an office. Customers work solely through IPI with respect to their investment, brokerage and securities transactions. IPI does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. The products offered by Investment Professionals, Inc. are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations for the bank or guaranteed by the bank and involve investment risks, including possible loss of principal amount invested. Source 1: 1997 through 2008 national "Studies of Bank Brokerage and Retail Investment Services" conducted by American Brokerage Consultants (ABC), St. Petersburg, FL, and Bank Investment Consultant Magazine, New York, NY. In the most recent 2008 study, a total of 2,024 banks offering retail investment programs were surveyed and 14.6% responded. ABC asked banks to rank their individual investment programs; responses were aggregated and compared against the results of all broker-dealers in the survey. Past ABC rankings may not be indicative of future rankings. Source 2: San Antonio Business Journal. Rankings based on three-year annual revenue growth rates of firms headquartered in greater San Antonio. Data analysis by an independent auditing firm engaged by the San Antonio Business Journal. Source 3: San Antonio Business Journal. Rankings based on confidential employee surveys conducted by an independent market research firm. Fifty percent or more of a company's employees were required to respond to qualify for consideration. Rankings based on 39 attributes on a 6-point scale. © 2011 Investment Professionals, Inc.
SOURCE Investment Professionals, Inc.