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Deals & People June 23, 2008
CPI Names National Director of B/D Relationships
Kyle Mitchum accepted the position of national director of broker/dealer relationships at CPI Qualified Plan Consultants, Inc., a third party recordkeeping and administration company.
Reported by Ellie Behling
According to a press release, Mitchum’s job will include acting as a liaison with broker/dealers as well as other responsibilities for the company, headquartered in Great Bend, Kansas.
Mitchum has eight years of retirement plan experience with CPI. She began her tenure as a plan document specialist, moving to the investment account services team after three years. Two years later Mitchum was promoted to supervisor, a position she held for three years, managing a team of 15 investment account specialists working closely with financial advisers to establish fund accounts, order enrollment materials, and move existing retirement plan assets from the prior custodian as part of the conversion process.