Scott Stathis & Robert Mittel
Scott has worked in the financial services industry since 1992. Scott joined forces with Dr. Kenneth Kehrer in 2008 and subsequently partnered with BISA in 2012 to form Bank Insurance & Securities Research Associates. BISRA (formerly Kehrer-LIMRA) is a performance research and consulting organization focused on financial institutions, and is a collaboration between BISA and LIMRA International. Scott served as the Managing Director and COO of BISRA until 2015. His early background in the industry includes new broker training, sales automation, and financial planning systems. His more recent experience includes 12 years running his own financial services technology consulting and sales performance company, as well as being president of a financial planning software firm.
Scott’s experience and insights have established him as a reliable source of guidance related to productivity and distribution in the financial services industry. He moderates several industry roundtables each year, his articles are published regularly, and he is a frequent speaker at industry gatherings.
Robert has been in the bank channel for over 35 years and has worked on both sides of the equation. He is well known in the industry for his work initially as a retail banker and then program manager and Insurance Agency President in several NY based banks – including running a best practice program at then DIME Savings Bank. More recently built and lead bank life insurance distribution at Prudential, one of the most recognized insurance companies in the industry.
Since leaving Prudential, Bob is an industry consultant partnered with several organizations that provide valued added services to the industry.
Bob also joins Scott as the co- founder and Managing Director of the Financial Institution Insurance Council – a networking roundtable organization charged with advancing the protection conversation in our Industry. Bob is co- moderator of the Podcast and Executive Retreat series. Bob was also a founding Director of the Bank Insurance and Securities Association (BISA) and currently Director Emeritus.
stathismittel.com 