Preferred Capital Securities

Our Leadership Team


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Jeff Smith
Chief Executive Officer
O.470.639.8311
BIO
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Jim Curtis
President, General Counsel & Chief Compliance Officer
O.470.639.8383
BIO
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Linda Cobelo
EVP, Business Development & National Accounts
O.727.424.7633
BIO
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Greg Mausz
EVP, Operations & Due Diligence
O.470.639.8302
BIO
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Kathy Mraz
EVP, Chief Accounting Officer
O.470.639.8306
BIO

National Accounts Team


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Linda Cobelo
EVP, Business Development & National Accounts
O.727.424.7633
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Jonathan Dease
VP, National Accounts Manager
O.949.413.6603
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Trey Killingsworth
VP, National Accounts Manager
O.407.718.8757
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Angela Gilmore
Senior National Accounts Coordinator
O.470.639.8313

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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Eric Graber
Senior Vice President of Sales
O.720.937.8523
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Orit Small
VP, Internal Sales
O.470.639.8310
Region 1 - Florida & Puerto Rico
Bill Cerelli
Senior Regional Vice President
O.722.560.6565
Phillip Glover
Associate Vice President
O.470.639.8322
Region 2 - Four Corners
Brett Kearney
Regional Vice President
O.970.217.4904
Wally Dera
Associate Vice President
O.470.639.8321
Region 3 - Great Lakes
Dillon Crist
Regional Vice President
O.904.806.1452
Matt Correll
Associate Vice President
O.470.639.8320
Region 4 - Heartland
Brandon Morrow
Regional Vice President
O.214.686.0843
Matt Correll
Associate Vice President
O.470.639.8320
Region 5 - LA
Matt Calabrese
Regional Vice President
O.714.454.9230
Michael Garrison
Associate Vice President
O.470.639.8325
Region 6 - NorCal
Tyler Bergman
Regional Vice President
O.561.602.2288
Chandler Williamson
Associate Vice President
O.470.639.8322
Region 7 - New England
Harry Jaquith
Regional Vice President
O.207.837.3114
Derek Bonner
Associate Vice President
O.470.639.8324
Region 8 - New York Metro
Leon Fern
Senior Regional Vice President
O.908.966.0828
Sam Franklin
Associate Vice President
O.470.639.8328
Region 9 - Pacific Northwest
Chris Garcia
Regional Vice President
O.858.945.1838
Chandler Williamson
Associate Vice President
O.470.639.8322
Region 10 - SoCal
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Rian Kearney
Regional Vice President
O.720.280.5762
Michael Garrison
Associate Vice President
O.470.639.8325
Region 11 - South Central
Leo Peters
Regional Vice President
O.713.907.7624
Derek Bonner
Associate Vice President
O.470.639.8324
Region 12 - Southeast
Weldon Evans
Senior Regional Vice President
O.602.909.7575
David Flamm
Associate Vice President
O.470.639.8329
Region 13 - Southern States
Rand Pointer
Regional Vice President
O.901.634.5595
Ken Haley
Associate Vice President
O.470.639.8326
Region 14 - Upper Midwest
Josh Van Hecke
Regional Vice President
O.612.801.3876

Operations Support & Investor Services


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Greg Masuz
EVP, Operations & Due Diligence
O.470.639.8302
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Shaun O’Leary
Vice President of Operations
O.470.639.8303
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Alex Evans
Director of Operations
O.470.639.8346
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Jason Niziol
Head Trader
O.470.639.8345
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Mollie Carruthers
Investor Services
O.470.639.8341
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Rehanna Thom
Investor Services
O.470.639.8343