Western International Securities, a leading independent broker-dealer, will hold its National Conference October 8-10, 2014 at the Terranea Resort in Palos Verdes, California. The event will bring together Western Advisors from across the country as well as exhibiters and sponsors from the financial services industry.
Mauricio Umansky, Chief Executive Officer of The Agency, will be one of the featured speakers at the upcoming Western International Securities National Conference. The conference is slated for October 8-10, 2014 at the Terranea Resort in Rancho Palos Verdes, CA.
Mr. Umansky specializes in selling and marketing luxury real estate worldwide. He was recently recognized by The Wall Street Journal as the #6 top-producing real estate agent in the U.S. This is Mauricio’s fourth consecutive year -- excepting 2011, when he didn't submit due to co-founding The Agency -- placing in the Top 10. Over his career, he has been personally involved in over $2 billion in transactions.
Career in financial services spanned 65 years. Kurt B. Karmin, a respected executive in the Chicago financial community, Second Lieutenant of the United States Army during the Korean War and beloved husband and father died on August 30, 2014 in Chicago, Illinois. Born in Berlin, Germany in 1928, Kurt and his family immigrated via Prague, Czechoslovakia to the United States in 1938, narrowly avoiding the onset of Nazi aggression.
Jody Zimniewicz, a Financial Advisor with Horwitz & Associates, has been accepted into the Worth Leading Wealth Advisors Program. Ms. Zimniewicz’ profile recently appeared in Worth Magazine and included her essay entitled, “What important factors should I consider while constructing my portfolio for retirement?" In the essay she states, “Retirement is the big life change that everyone seems to look forward to, but there are circumstances that may affect a client’s situation.” According to Ms. Zimniewicz, among the factors that need to be taken into consideration is the financial responsibility that arrives with possibly becoming the caretaker of an aging parent.
Western Contribution to Aid High School Sports Programs. As part of its Western Gives Back program, Western International Securities (Western) recently contributed $5,000 to the Vaughn Nex Centruy Learning Center (Vaugh). Vaughn is an independent charter school that was incorporated as a nonprofit organization in Pacoima, Calif.
Western International Securities supports FSI's commitment to independent broker-dealer community. Don Bizub, CEO of Western International Securities (Western), recently attended the annual OneVoice Conference, presented by the Financial Services Institute (FSI). Also attending the conference from Western were Senior Managing Directors Brad Kaiser and Wendy Rea. The event, which commemorated ten years since the organization's founding, celebrated FSI's Decade of Results in the financial services industry. The conference was held at the Washington Marriott Wardman Park Hotel in Washington, D.C.
Alvaro Castillo Provides Insight Into Investing in Latin America. Loyola Asset Management and its preisdent, Alvaro Castillo, were recently accepted into Worth magazine's Leading Wealth Advisor program. Mr. Castillo's profile appeared in a recent issue of Worth magazine and included his essay entitled "Why is this a good time to invest in Latin America?" In his essay he mentions that today most central banks operate independently, enabling them to implement initatives that lead toward stable policies. Mr. Castillo also went on to say that "With an ever-expanding middle class fueling demand for most consuerm goods, the growth of most Latin American GDPs is outpacing North American and European economies."
Don Bizub, CEO of Western International Securities, recently attended the Broker Dealer Summit which took place in Palm Beach, FL. Attending this summit provided Mr. Bizub and other senior executives with the opportunity to have in-depth discussions on how to grow and stay competitive in today’s market.
For the second year in a row, Western International Securities hosted a regional meeting for over a dozen of its Advisors in Incline Village, NV. This year’s meeting agenda included business planning and ideas for attracting clients and working with centers of influence.
Wendy Rea joins Western International Securities as Senior Managing Director, reporting to Don Bizub, CEO. In her new position at Western, she will be responsible for the day-to-day operation of the firm and assisting with formulating and implementing the firm's strategic plans.