For more stories like this, sign up for the PLANADVISERdash daily newsletter.
Deals & People June 3, 2013
CUNA Mutual Hires VP, Retirement Plan Services
Natalie Young joined CUNA Mutual Group and its affiliate, CPI Qualified
Plan Consultants Inc., as a regional vice president for southern California.
Reported by PLANADVISER staff
Young will provide expertise and support to financial advisers and their retirement plan clients as they design and develop qualified and non-qualified retirement plan programs. She will serve markets in southern California, Las Vegas and Hawaii. The newly recreated position is part of CUNA Mutual Group’s initiative to expand its distribution to cover more retirement-focused adviser relationships through CPI Qualified Plan Consultants.
Young has 20 years of experience in financial services, with extensive experience in both registered investment adviser and trustee services. Her focus in each has been retirement plan design, operations and implementation.
Before joining CUNA Mutual Group, Young was regional vice president for Mercer Advisors in Newport Beach, California. She also has held positions as a bank trust officer in retirement plan services and as a financial reporting manager of a large Texas registered investment adviser firm.
Young attended Amarillo College and holds a state of Texas life and health license, along with the Series 65 securities license. Young will report to Al Rodriguez, western divisional vice president.