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Asset/Liability Management (ALM)
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12331-B Riata Trace Parkway, Building 4 Suite 200 | Austin, TX 78727
Libby Sharman Vice President
Phone: 833-422-7446 https://www.abrigo.com/
Service Areas: Loan Originations Systems, Online Account Opening, Asset/Liability Management (ALM)
7658 Avianca Drive | Redding, CA 96002
Dennis Szody Sales Manager
Phone: 530/378-6868 | Fax: 530/378-3433 http://www.advancedlease.com
Service Areas: Asset/Liability Management (ALM)
4450 Weaver Parkway, Ste. 150 | Warrenville, IL 60555
Mary Westberg Executive Director
Phone: 7205404621 https://www.alloyacorp.org/invest/
Service Areas: Financial Literacy, Asset/Liability Management (ALM), Institutional Investments
3800 Maple Ave., Ste. 600 | Dallas, TX 75219
Mike Ensweiler Director of Business Development
http://www.almfirst.com
Service Areas: Board Education, Employee Training, Asset/Liability Management (ALM), Consulting, Institutional Investments
6410 Poplar Avenue Suite 320 | Memphis, TN 38119
Larry Bolton Managing Director - Whole Loan Trading 901-261-5928
Phone: 9012615914 http://www.banescapital.com
Service Areas: Loan Participations, Asset/Liability Management (ALM), Institutional Investments
4600 Park Road, Suite 200 | Charlotte, NC 28209
Liz Santos VP of Marketing and Business Development
Phone: 7043322265 | Fax: 7049980001 http://www.BFBbenefit.com
Service Areas: Executive Benefits & Compensation, Executive Recruitment, Asset/Liability Management (ALM), Institutional Insurance, Institutional Investments
1400 Abbott RoadSuite 105 | East Lansing, MI 48823-1900
Bridget C. Balesky     Vice President (517) 332-7700
Phone: 8003328188 http://www.brickinc.com
Service Areas: Board Education, Asset/Liability Management (ALM), Consulting
B&A provides 550 Credit Unions with ALM and Budgeting solutions and Consulting. Second Opinion ALM Analyses are performed as well. ALM analyses include instrument-level modeling of imported loans, shares and certs. Investment imports with many bond accoun
8222 S. 48th St. Ste. 275 | Phoenix, AZ 85044
Amanda Hohimer Vice President 602-840-0606
Phone: (800) 238-7475 http://www.cmyers.com
Service Areas: Asset/Liability Management (ALM), Consulting, Strategic Planning
C. myers helps financial institution decision-makers uncover opportunities and continuously optimize their business models. Their depth and range of experience in linking strategy, talent, desired financial performance, and successful execution enables th
6801 Parkwood Boulevard | Plano, TX 75024
Bruce Fox CEO 214-703-7800
Phone: 2147037800 | Fax: 2147037906 http://www.catalystcorp.org
Service Areas: Check Processing, Loan Participations, Asset/Liability Management (ALM)
95 Mortimer Street, Suite 26 | London, VA
Phone: 2071933452
Service Areas: Asset/Liability Management (ALM), Consulting, Mergers
8700 Orion Pl. | Columbus, OH 43240
Christine Mayes VP, Member Success Executive 614-825-9313
Phone: (614) 825-9356 | Fax: 6148259201 http://www.corporateone.coop
Service Areas: Check Processing, Asset/Liability Management (ALM), Corporate Credit Union
Corporate One Federal Credit Union has been leading the way in providing premier investment, funding, and payment solutions for America's credit unions for more than 70 years. In addition to helping member credit unions grow their bottom line and manage c
4080 McGinnis Ferry Rd., Ste. 804 | Alpharetta, GA 30005
Lewis Lester Chief Executive Officer 678-960-2900
Phone: (678) 960-2900 http://www.cucapitalmarketsolutions.com
Service Areas: Loan Participations, Asset/Liability Management (ALM), Consulting
CU Capital Market Solutions (CMS) is a Credit Union Service Organization (CUSO) that specializes in innovative capital market solutions, specifically, earnings and balance sheet optimization and, specialized assets and loan programs that are designed to e
42 R Merrimac Street Suite 301 | Newburyport, MA 01950
Kelly Coletti Marketing Coordinator
http://www.darlingconsulting.com
801 Walnut St Suite 200 | Des Moines, IA 50309
Angela Richards Communications Manager 800-544-3452
Phone: 8005443452 | Fax: 5156991287 fhlbdm.com
Service Areas: Lending, Mortgages, Asset/Liability Management (ALM)
5299 DTC Blvd, Suite 950 | Greenwood Village, CO 80111
Bob Davidson V.P. Marketing & Sales (887) 322-1880
http://www.fimacsolutions.com
Service Areas: Asset/Liability Management (ALM), Audit/CPA
106 S St Mary's St | San Antonio, TX 78205
Debbie McCown Senior Vice President 210-224-5492
https://www.finser.com/
Service Areas: Asset/Liability Management (ALM), Investment Accounting
36700 Woodward Ave., Suite 201 | Bloomfield Hills, MI 48304
David Barnes Chairman, president & CEO 248-258-6866
Phone: 248-258-6866 | Fax: 248-258-9295 http://www.heberinvestments.com
Service Areas: Board Education, Asset/Liability Management (ALM), Institutional Investments, Investment Accounting
300 Orchard City Drive, Suite 130 | Campbell, CA 95008
Alfred Firato President & CEO 888-792-4473
Phone: 888-792-4473 http://www.hiresafe.com
Service Areas: Asset/Liability Management (ALM), Compliance, Consulting
2860 West 4700 South, Suite D | Salt Lake City, UT 84129
Cynthia Walker CEO 800-268-7795
Phone: 8019638464 | Fax: 8019638470 http://www.markhsmith.com/
P.O. Box 9107 | San Anselmo, CA 94960
Cory West National Sales Director
http://www.marketratesinsight.com
25250 North 92nd Street | Scottsdale, AZ 85255
Jeff Wildenthaler SVP, Sales & Marketing
Phone: 480-556-6771 | Fax: 480-556-6772 http://www.mpsaz.com
1940 Paris Ave | Plano, TX 75025
Brian Turner President, Chief Economist 972-740-9531
Phone: 972-740-9531 http://www.Meridian-ally.com
Service Areas: Asset/Liability Management (ALM), Enterprise Risk Management (ERM), Strategic Planning
521 5th Ave, 6th floor | New York, NY 10175
Daniel Thomas Managing Director 212-233-1250
Phone: 212-233-1250 https://www.miacanalytics.com
Service Areas: Loan Participations, Mortgages, Asset/Liability Management (ALM)
2240 Grande Blvd. SE, Suite 103 | Rio Rancho, NM 87124
Phone: 505-898-2558 http://www.nagelcpa.us/
1101 Capital of TX Highway, South, Building K, Suite 250 | Austin, TX 78746
Michelle Flynn President
Phone: 5123010001 | Fax: 5123010006 http://www.objective-advisors.com
Service Areas: Asset/Liability Management (ALM), Consulting, Institutional Investments
1021 Central Expressway South | Lenexa, KS 66214
Tracy Almquist Senior Marketing Manager 619-542-6951
Phone: 6195426951 | Fax: 8778277555 http://www.profitstars.com/
Service Areas: Bill Pay, Business Lending, Asset/Liability Management (ALM)
900 N 12th Avenue | Pensacola, FL 32501
Bill Massey Shareholder 800-477-7458
http://www.saltmarshcpa.com
Service Areas: Asset/Liability Management (ALM), Audit/CPA, Compliance
10780 Santa Monica Blvd, Ste 370 | Los Angeles, CA 90025
Daniel Havey Financial Services Practice Director 919-628-6275
http://www.solverglobal.com
Service Areas: Asset/Liability Management (ALM), Performance Benchmarking, Strategic Planning
80 Lamberton Road | Windsor, CT 06095
Colleen Nelsen SVP & GM
Fax: 8602984987 http://www.ssctech.com
18000 West Sarah Lane Suite 180 | Brookfield, WI 53045
Thomas Lewis Senior Vice President-Investments 517-381-1204
Phone: 2627926161 http://stifel.com
Service Areas: Loan Participations, Asset/Liability Management (ALM), Institutional Investments, Investment Accounting
One Financial Plaza 501 North Broadway | Saint Louis, MO 63102
Andrew Okolski Managing Director, Financial Strategies Group 800-645-5424
Phone: 8006455424 | Fax: 6319790448 http://www.1empire.com/
1601 N.W. Expy. 20th Fl. | Oklahoma City, OK 73118
Mark D. Baumann Managing Director 800-937-2257
Phone: 8009372257 | Fax: 4054157392 https://www.GoBaker.com
Service Areas: Board Education, Asset/Liability Management (ALM), Institutional Investments
The Baker Group is one of the nation's largest independently owned securities firms specializing in investment portfolio and asset/liability management for credit unions. We have helped our clients maximize investment portfolio performance through total b
416 North Stanton #430 | El Paso, TX 79901
Michael Graham President 915-598-8885
Service Areas: Member Financial Planning, Member Retirement Planning, Asset/Liability Management (ALM), Compliance, Institutional Investments
2814-14th Street SW | Calgary, AB T2T 3V4
Ron Ryan President
Phone: 1-888-744-7475 http://www.tuffrisk.com
2460 Atrium Way | Nashville, TN 37214
Wade Stapleton VP, Marketing & Communications 615-232-7984
Phone: 615-232-7900 http://www.volcorp.org
Service Areas: Check Processing, Asset/Liability Management (ALM), Consulting
VolCorp’s mission is to inspire credit unions to reach new heights by providing dynamic payment solutions, custom investment services, and unparalleled member service. Headquartered in Nashville, Tennessee, VolCorp has been serving the credit union moveme
55 East 5th Street | Saint Paul, MN 55101
Phone: 651-224-1200 http://www.wilwinn.com