USRBP Equities, LLC Names Co-principal
Iselin, NJ, August 30, 2019—U.S. Retirement & Benefits Partners (USRBP) announced today that Courtney E. Munoz has been named as a co-principal of USRP Equities, LLC, the limited purpose broker-dealer division of USRBP.
Based in California, Courtney is USRBP’s Western Divisional Senior Vice President, overseeing USRBP Partner Firms in the western U.S. to manage and promote growth. As co-principal of USRP Equities, Courtney will also assume the role of Chief Compliance Officer and be the primary contact for AML Compliance and Continuing Education.
Courtney said, “Having spent many years in both direct Advisory and Supervisory roles, I am very cognizant of the importance that compliance plays in the modern environment in which we work.”
“Courtney is an integral and valued member of our senior leadership team. As we prepare for our next stage of growth, we see her contribution in this new role as an important foundational point,” said Mark Skinner, President and CEO of USRBP.
About U.S. Retirement & Benefits Partners
U.S. Retirement & Benefits Partners, with headquarters in Iselin, NJ, is the nation’s largest independent K-12 public school and governmental employee benefits and retirement planning services firm, also serving the corporate and non-profit marketplace, with over 2 million clients serviced through 44 regional Partner Firms. Visit www.usrbpartners.com for more information.