Catherine Bonneau

President & CEO
Industry experience: 27 years
Area of responsibility: Strategy and execution
“With all the resources that PrimeVest has to offer, it’s my job to make sure they come together for your success.”

Michael Burns

Vice President, Chief Compliance Officer
Industry experience: 30 years
Area of responsibility: Compliance
“I offer guidance on how to grow your client relationships within the complex legal and regulatory framework.”

Sean Casey

Executive Vice President, Director of New Business Development
Industry experience: 24 years
Area of responsibility: Recruiting financial institutions
“I make sure you have the right program structure in place to realize the full potential of your client relationships.”

LeAnn McCool

Executive Vice President, National Sales Manager
Industry experience: 23 years
Area of focus: Sales growth
“I partner with you to build successful strategies for delivering investment and insurance solutions within your community.”

Mark Shelson

Vice President, Chief Financial Officer
Industry experience: 34 years
Area of Responsibility: Financial oversight
“It’s my job to make sure your reporting is accurate and you get paid on time.”

Kimberley Holweger

Vice President, Director of Operations and Services
Industry experience: 24 years
Area of responsibility: Operations and service
“I create the environment for us to consistently deliver an excellent experience for both you and your clients.”