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.
