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Coastal Trust & Investment Services Announces No-Cost Seminar Schedule For December

2005/11/16

Dresner Investment Services, Inc. (DIS) announced today that it has named Ejaz Elahi as vice president, healthcare investment banking. In his new role, Mr. Elahi will be responsible for helping to build Dresner's growing healthcare practice.

Prior to joining DIS, Mr. Elahi was a founding partner for Life Sciences Group, Inc., a firm specializing in diagnostic imaging. Prior to Life Sciences Group, Mr. Elahi spent four years at Ponder & Co. where he co-established the firm's healthcare services, merger and acquisition (M&A) practice.

Mr. Elahi also spent six years as an M&A banker, initially with Citicorp and Salomon Smith Barney in New York, where he focused on the utilities and energy industries, and later with ABN AMRO in Chicago, where his primary role was M&A transaction management in the healthcare industry.

"Ejaz's extensive industry knowledge and transaction experience will help maximize value we provide to our clients," said Steven M. Dresner, president of the Dresner Companies. "We are very pleased to have him join our talented investment banking team."

investment services-money"Dresner's tradition of providing comprehensive investment banking and specialized advisory services to the healthcare services and product sectors is unique in the industry," said Elahi. "We are focused on long-term relationships with hospitals, health systems, outpatient and alternate site providers, product manufacturers and payers that are founded on providing solutions across a broad spectrum of client needs. Additionally, our deep understanding of the evolving structure of the industry and its interrelationships allows us view each assignment from an uncommonly unique perspective."

Mr. Elahi has been involved in a variety of domestic and cross-border M&A transactions, including the $1.125 billion sale of the 14-hospital Health Midwest system to HCS. He also has experience in several other industry segments including telecommunications.

Mr. Elahi holds an MBA from the University of Chicago, a Master of Science in Computer Science from the Illinois Institute of Technology, and a Bachelor of Science in Electrical and Computer Engineering from the University of Wisconsin, Madison.

Chicago-Based Dresner Investment Services Promotes Gregg D. Pollack to Managing Director; Pollack to play major role in continued firm growth and development of valuation practice

Dresner Investment Services, a NASD-registered, middle-market investment bank, is pleased to announce the promotion of Gregg Pollack to managing director. Gregg, formerly senior vice president, has been with Dresner since 1999.

Since joining Dresner, Gregg has led numerous transactions and advisory engagements for clients, including institutional private placements of debt and equity, both buy- and sell-side mergers and acquisitions, and strategic consulting. In addition, he has aided the development of technical aspects of the firm, including valuation and litigation support, and has served as a key driver of firm growth.

Steve Dresner, president of Dresner Investment Services, called Gregg a positive force at the firm. He offered this comment: "Gregg is a leader with the highest integrity, and is highly focused on clients and client service. His promotion is a direct result of the success he has brought to our organization and his contribution to our expansion over the past few years."

Gregg said, "The combination of talent at this firm can compete with any investment bank on the Street. I look forward to continuing to grow our investment banking and valuation practices."

Prior to Dresner, Gregg directed investment banking operations for a regional brokerage firm specializing in small cap public offerings. Previous experience includes Merrill Lynch Capital Markets, where he worked with Fortune 500 industrial companies and financial institutions; regional investment bank Rodman & Renshaw; and Kemper/EVEREN Securities (now Wachovia Securities).

About Dresner Investment Services, Inc.

Dresner Investment Services, Inc. is a NASD-registered, middle-market investment bank based in Chicago, Illinois. Founded in 1991, Dresner Investments provides financial advisory services to business owners and managers throughout the United States, including institutional private placements of debt and equity, merger & acquisition advisory, and valuation and strategic consulting.

Visit: Business Wire for more info about investment services.

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Coastal Trust & Investment Services Announces No-Cost Seminar Schedule For December

2005/11/15

Raleigh, NC Coastal Trust & Investment Services has announced its complimentary wood For Thought?financial seminar schedule for December. The seminars are ideal for anyone interested in getting a head start on their financial future, or simply making sense of their current financial situation. Topics for the month include:

Identity Theft

  • December 7 - 12:00 PM - 1835 West W.T. Harris Blvd., Charlotte
  • December 8 - 12:00 PM - 6816 Morrison Blvd, Charlotte

Retirement Planning

December 7 - 6:00 PM - 1000 St. Albans Drive, Raleigh December 14 - 6:00 PM - 5316 Page Road, Durham Estate

Planning

December 7 - 6:00 PM - 6816 Morrison Blvd, Charlotte

investment services-moneyA professional financial advisor will be on hand to provide information and answer questions about each topic. All seminars include light meals, and are offered at no charge to credit union members and the general public alike. Space is limited, and anyone interested in attending should call 1-877-863-6169 to reserve a spot.

Representatives are registered through, and securities are sold through, and Investment Advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member NASD/SIPC, A Registered Investment Advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Insurance sold through licensed CUNA Mutual Life Insurance Company Representatives, and in New York, licensed insurance representatives of other companies. Trust services available through MEMBERS Trust Company, 14025 Riveredge Dr.,Suite280, Tampa, FL 33637. Nondeposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the credit union. FR110508-F4F4

Coastal Federal Credit Union was chartered on August 31, 1967. Formed through the efforts of concerned individuals (Who were confident that the Credit Union would help meet the financial needs of their community) our mission in the new century is still centered on delivering quality services and solutions to our membership, and fostering the Credit Union philosophy of ?eople helping people?in our community.

Here is an insider trading tip.

Over 80% of all jobs are never advertised. Get on the inside to advance your career. We want you to trade teams to Coastal. We're looking for financial advisors like you for our Charlotte and Raleigh offices. Put your future in focus as a Coastal Trust & Investment Services Representative.

Coastal Federal Credit Union which is the 2nd largest credit union in North Carolina, is looking to hire additional financial advisors to serve the needs of 140,000+ members. We have positions available in the Raleigh and Charlotte metro areas. Coastal is a well-managed institution with a strong growth record and solid financials. We are not subject to being bought out by a competitor. We serve the employee needs of such outstanding companies as IBM, Lenovo, SAS and over 1,000 other companies.

Coastal provides a comprehensive array of personal investment, retirement, trust, financial and estate planning, and insurance products & services to its members through collaboration and partnerships.

Business Advantages:

  • Broad range of products & services
  • Focus on applying the financial planning process, and doing what is in the best interests of our members
  • No overhead costs
  • Credit union referrals
  • Strong marketing support program
  • Assigned accounts to help get you off to a strong start
  • Experienced leadership team to help you develop and assist you in case analysis

Personal Rewards:

  • Forgivable base salary commensurate with demonstrated experience
  • Incentives based on individual and team performance
  • Professional work environment
  • In house trust department staff and services
  • Generous employee benefits package includes a pension plan and 100% company-paid major medical, dental and vision care insurance coverage
  • Financial support to achieve CFP® designation, and to satisfy CE requirements

Candidate Selection Criteria includes:

  • CFP® or willingness & ability to achieve designation within 24 months of hire date
  • Minimum 3-5 years of experience in sales and implementation of fee-based financial plans, and fee-based investment management accounts
  • NASD Licenses: 7, 63, 65 or 66 with a clean U4
  • North Carolina: Life and LTC insurance licenses
  • Hands-on experience using comprehensive, personal financial planning software
  • Good seminar presentation skills
  • Prefers to work in a "team environment"

Need more info about investment services, please visit Coastal Federal Credit Union.

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