New Morgan Stanley Investment Advisor Partnership!
Do you have questions regarding how the 401K plan works or how to get started? If you answered yes than contact:
Jason Burriss | 312.419.3502
jason.burriss@morganstanley.com
For assets outside the 401K plan, Financial Planning, Trust Accounts, Estate Planning or 529 College Savings Accounts contact either:
Michael Psaltis | 312.419.3516
michael.psaltis@morganstanley.com
or
Kyle A. Mackey | 312.419.3572
kyle.mackey@morganstanley.com
Birthdays
Anniversaries
New News!
Tamara Wichelns | BSI Customer Service
Welcomed a granddaughter.
Caroline Mae was born 12/28/23 – 9lbs 1oz 21in.
Congratulations Tamara!
Carrie Martin | BSI Customer Service Agent
Is expecting Baby #2 in May.
Wishing Carrie and family a big congratulations!
New Employees
We welcome these new employees to our backflow community!
Data Entry
Customer Service
Canada
BSI Sales Update
Highest January for meetings in history with 25 meetings, 7 contracts signed and almost 50,000 valves sold!
CBI 2023 Business Development
Award Winner
Alan Kindness
CBI Promotion!!!
Jessica Radtke – Vice President of CBI
Finance
Last year, CBI had the lowest amount sent to collections/write offs in over 10 years!! Major congratulations to Natalie and Laura for their hard work!
CBI Event/Fundraiser – Sarah’s Circle – Join Us!
If anyone from either company would like join CBI at the Winter Walk – please email marketing@backflow.com!
$100 Gift Card Raffle!
If you (or a client) has/have company merch (CBI/BSI/RSI – doesn’t have to be new merch – whatever merch you have or was given out!) OR find a backflow on the job (CBI) or out in the wild (Yes – talking to our Florida people!!!!) – take a fun (appropriate) picture or video to use for marketing and social media. Send submissions to marketing@backflow.com for your chance to win a gift card of your choice ($100) at the end of the month. Yes – more submissions = more chances to win!!
Thank you!
Melissa Joyce – Director of Marketing
