Duane Porter Email & Phone Number

Prineville, Oregon

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Bend, Oregon

Responsible for growth and development of investment programs in the Credit Union and Bank space. Covering Oregon, Washington, Northern California and Montana. Focuses on recruiting, training and developing successful financial advisors and programs.Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA www.finra.org /SIPC www.sipc.org ) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS.

Responsible for the successful implementation of overall strategy of CBSI Financial Services Programs in the Western U.S. Porter leads a team of sales managers in staff selection, training, sales coaching, support and consultation of financial services advisors. He also collaborates with other areas and leaders to bring overall growth and success to respective programs and advisors.

Responsible to manage Financial Advisors in Credit Unions in the Northwest and all other Regional Sales Managers nationwide.

Northwest District Manager of Investment and Financial with CUNA Mutual Group/CUNA Brokerage Services, Inc.

Investment Management of members accounts. Management operation of Investment Management department.

Investment Management of individual accounts and office operations.

Property Casualty, Life and Health insurance mangement for individuals.

Retail store management and operations.

Diploma Of Completion, Credit Union Management

Technology, Economics, Mathematics

Activities and Societies: Debate, Computers, Baseball, Football, Math