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What Others Are Saying

Wes was the manager of our Financial Services Department at Douglas National Bank for over 3 years.  During that time he had a very positive impact, reorganizing the department, provided product and sales training for our customer service representatives, increasing our customer base, which resulted in a significant increase in our revenue.

 

M. Neil Zick
Former President and CEO
Douglas National Bank
Roseburg, OR

 
 
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An Independent Firm

Investment Program Resources is an independent firm.  We are not owned or controlled by brokerage firms, insurance companies, banks or other product providers.  This means our recommendations are free from bias or vested interests.  We give you the best possible market advice, hiring, training and program structure for your community institution.  Our recommendations are made on what will work for you and with your best interests in mind. 

 

Wes Handley

The creative force behind Investment Program Resources is Wes Handley.  Wes has over 15 years of financial services experience in bank, brokerage and consulting firms. Wes has developed and managed successful investment programs in several community financial institutions on the West Coast.  This includes broker/dealer and product selection, vendor  evaluation, sales staff development and training, formation of policies and procedures, compliance oversight, and working with both federal and state bank examiners in order to achieve positive audit outcomes.  He holds four different NASD securities licenses, as well as an Oregon insurance license.  Wes has what it takes to start and run a successful bank or credit union investment program.

 



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