Preferred Capital Securities

Our Leadership Team


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Al Haworth
Chief Executive Officer
BIO
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Jim Curtis
President, General Counsel & Chief Compliance Officer
BIO
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Linda Cobelo
EVP, Business Development & National Accounts
BIO
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Greg Mausz
EVP, Operations & Due Diligence
BIO
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Kathy Mraz
EVP, Chief Accounting Officer
BIO
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Jeff Smith
EVP, National Sales Manager
BIO
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Heidi Wheatley
Director of Marketing
BIO

National Accounts Team


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Linda Cobelo
EVP, Business Development & National Accounts
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Jonathan Dease
VP, National Accounts - West Coast
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Angela Gilmore
Senior National Accounts Coordinator

National Sales Team


Our Support Services

At PCS, we view financial advisors as partners and strive to build strong, effective relationships by providing a wealth of services to assist our partners in building thriving practices. Our support services include:

  • Providing advisor and client educational webinars on current offerings
  • Hosting client seminars and appreciation events
  • Providing opportunities for continuing education
  • Participating on panels
  • Offering conference sponsorship and support
  • Delivering marketing materials – ads, invitations and more
*Choose from the map below to view each Region's Sales Team
National Sales Management
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Jeff Smith
EVP, National Sales Manager
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Orit Small
VP, Internal Sales Desk
Region 1 - Florida & Puerto Rico
Bill Cerelli
Regional Vice President
Tyler Bergman
Associate Vice President
Region 2 - Four Corners
Kevin Helwig
Regional Vice President
Harry Jaquith
Associate Vice President
Region 3 - Great Lakes
Steve Faraji
Regional Vice President
Dillon Crist
Associate Vice President
Region 4 - Heartland
Brandon Morrow
Regional Vice President
Dillon Crist
Associate Vice President
Region 5 - NorCal
Jeff Smith
Interim RVP
Michael Garrison
Interim Associate Vice President
Region 6 - New England
James Anderson
Regional Vice President
Ken Haley
Associate Vice President
Region 7 - New York Metro
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Leon Fern
Senior Regional Vice President
Jason Niziol
Associate Vice President
Region 8 - Pacific Northwest
Chris Garcia
Regional Vice President
Orit Small
Interim Associate Vice President
Region 9 - SoCal
Jeff Marchiorlatti
Regional Vice President
Michael Garrison
Associate Vice President
Region 10 - South Central
Leo Peters
Regional Vice President
Orit Small
Interim Area Vice President
Region 11 - Southeast
Weldon Evans
Regional Vice President
David Flamm
Associate Vice President
Region 12 - Southern States
Rand Pointer
Regional Vice President
Orit Small
Interim Associate Vice President
Region 13 - Upper Midwest
Josh Van Hecke
Regional Vice President
Ken Haley
Associate Vice President