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HR & Training
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14690 E. Kenyon Ave | Aurora, CO 80014
Joe Smith President 800-695-7599
Phone: 800-695-7599 | Fax: 800-975-6544 http://www.addstaffing.com
Service Areas: Executive Recruitment, HR, Recruitment, Associations
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
4588 Kettering Drive | Roswell, GA 30075
Tonya McKinnon Dir Product Services
Phone: 770 642 9191 | Fax: 770 642 1580 http://www.amebenefits.com
Service Areas: Employee Incentive Programs
1615 St. Mary's Road Suite 100 | Winnipeg, MB R2M3W8
Ray Bauschke Managing Partner
Phone: 800-665-7776 | Fax: 888-441-6777 http://www.bauschke.com
Service Areas: HR
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
171 Sully's Trail Suite 201 | Pittsford, NY 14534
Jeff Paille, CPA Partner 585-249-2889
Phone: 585-249-2889 | Fax: 585-381-3131 http://www.bonadio.com/spotlights/credit-unions/
Service Areas: Board Education, Business Continuity, Audit/CPA, Compliance, Consulting
1311 Taft Rd | Freeland, WA 98249
Rick Vander Kam Coordinating Instructor 949-291-7743
https://www.brandman.edu/
Service Areas: Employee Training
1400 Abbott RoadSuite 105 | East Lansing, MI 48823-1900
Bridget C. Balesky President
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 accounting providers. ALM Outsourcing Reports or the in-house CU/ALM-ware System include the NCUA's NEV Supervisory Test, 5-year Income Simulation, NEV, Non-Maturity Share Valuation, Contingency Funding Stress Tests, What-Ifs, Historical Key Ratios. CU/BUDGET-ware can produce Strategic Plans out to 5 years. Online training, Board/ALCO Education, Papers, backtesting for validations, consulting, Model Policies: ALM, Investments, Liquidity, Concentration Risk and Contingency Funding Plan. Investment Advisory Services by Brick Capital Management
Regional Office 4101 Ravenswood Rd. #402 | Ft. Lauderdale, FL 33312
Jack Roberts National Accounts 800-321-9235
Phone: 3217272594 | Fax: 8664024989 http://roberts.espwebsite.com
Service Areas: Employee Incentive Programs, Branding, Promotions/Incentives
1500 N. 19th St. Ste. 600 | Monroe, LA 71201
Richard Guillot President/CEO 318-387-1132
Phone: (318) 387-1132 | Fax: 3183872221 http://www.bafsllc.com/
Service Areas: Employee Training, Business Lending, Technology
BAFS is a full-service CUSO that offers a daily, interactive and cost effective approach to establishing and maintaining a Commercial Loan Program utilizing both people and technology. Our intimate approach creates a working relationship that feels like you have your own in-house Commercial Loan Underwriting, Credit Administration, Loan Review, and Training departments; while our BLAST portal provides a state of the art Software as a Service platform to deliver exceptional products and services to the credit union's staff and members.
7026 Morning Star Ct NE | Albuquerque, NM 87111
Kathy Darwin Owner 505-480-7304
Service Areas: Board Education, Employee Training, Consulting, Performance Benchmarking, Strategic Planning
14241 Midlothian Tpke., #502 | Midlothian, VA 23113
James Collins CEO 800-213-1983
Phone: 8002131983 http://www.capitalintegrated.com
Service Areas: Employee Benefits & Compensation, Member Financial Planning, Member Retirement Planning
1331 H Street | Washington, DC 20005
Phone: 2023377870 http://www.capitalperform.com
Service Areas: Board Education, Consulting, Strategic Planning
7400 Gaylord Parkway | Frisco, TX 75034
Mark Roberts Manager of National Accounts 800-441-0380
Phone: 800-441-0380 | Fax: 877-335-7811 http://www.careington.com
Service Areas: Executive Benefits & Compensation, Member Insurance
6399 Stirrup Rd | Cincinnati, OH 45244
Phone: 7208411413 http://carolynwarden.com
Service Areas: Board Education, Employee Training, Consulting
565 Telford Lane | Ramona, CA 92065
Rhonda Cooke President/CEO
Phone: 7604409884 http://www.cookeandres.com/
Service Areas: Board Education, Employee Benefits & Compensation, Employee Incentive Programs, Executive Recruitment, Consulting
8834 Capital Of Texas Hwy N | Austin, TX 78759
Bill Gibson VP of Sales and Marketing 512-236-9120
Phone: 512-236-9120 | Fax: 512-236-9121 http://www.coretrac.com
Service Areas: Employee Benefits & Compensation, Employee Incentive Programs, eMarketing, CRM/MRM
4455 LBJ Freeway, Suite 1100 | Plano, TX 75028
Bob Rehm Vice President, Sales (800) 442-5762
Phone: 8004425762 www.curesources.coop
Service Areas: Employee Training, Marketing, Print Materials, Audit/CPA, Consulting
131 Long Lane | Upper Darby, PA 19082-3116
Diane Reynolds President
http://www.corporatetrainingshop.com
P.O. Box 28121 | Hoover, AL 35216
Lisa Townsend Cruise Specialist
Phone: 2055233449 http://www.educruises.com
3876 W Center View Way | West Jordan, UT 84084
Gary Lee Fischer Credit Union Sales and Marketing 801-703-1130
Phone: 8017031130 http://www.cuehp.com
Service Areas: Employee Benefits & Compensation, Executive Benefits & Compensation, HR
4455 Lbj Freeway # 917 | Farmers Branch, TX 75244
Carmela McDermott AVP-CUER
http://www.curesources.coop/cuer.html
Service Areas: Recruitment
6671-H Santa Barbara Rd | Elkridge, MD 21075
Jennifer Simon VP of Sales & Account Management
Phone: 410-796-0908 | Fax: 410-964-9693 www.crisolutions.com
Service Areas: Employee Benefits & Compensation, Gap Insurance, Member Insurance, Online Account Opening, Online Loan Applications
451 Division St NE | Salem, OR 97301
John Harris CEO (972) 347-4500
Phone: (877) 674-7555 https://cubenefitsalliance.com/
Service Areas: Employee Benefits & Compensation, Consulting, Strategic Planning
3688 E Campus Drive, #150 | Eagle Mountain, UT 84045
Phone: 8016475234 http://www.cuhiring.com
Service Areas: HR, Recruitment, Technology
500 Main Street | New Brighton, MN 55112
Donald R. Anderson CEO
Phone: 6517879555 | Fax: 6517879577 http://www.cucompanies.com
Service Areas: Employee Incentive Programs, Mortgages, Strategic Planning
17250 Newburgh Rd | Livonia, MI 48170
Lisa C. Rizk EVP / Chief Revenue Officier 734-812-1940
Phone: 800-262-6285 http://www.cusolutionsgroup.com/
Service Areas: HR, Marketing, Technology
CU Solutions Group (CUSG) offers Martech, Performance and Consumer Rewards solutions through three divisions. It offers eight core products including Web Design & Hosting, MemberXP, CUBE TV Studios, Performance Pro, Compease, The Learning Center, Love My Credit Union Rewards and Save to Win with five additional significant investment in outside companies, Marquis, CalcXML, Think|Stack, WHITE64 and AudioEye. CUSG has more than 125 investors comprised of credit unions, credit union leagues, and credit union system organizations. The company also maintains strategic partnerships with Intuit TurboTax, Carvana, Comcast Xfinity, Charter Spectrum, H&R Block, CU Risk Intelligence, and many others. For more information, visit CUSolutionsGroup.com.
535 Dock Street, Suite 209 | Tacoma, WA 98402
Mike Beall Chief Strategic & Advocacy Officer (253) 200-0418
Phone: 2532000418 http://www.creditunionstrategicplanning.com
Service Areas: Executive Recruitment, Direct Marketing, eMarketing
For over a decade, CU Strategic Planning has been working with credit unions that embrace their cooperative roots, providing business planning services with a focus on community development. Its consultants facilitate strategic planning meetings and develop business plans, in addition to being the No. 1 CDFI grant-writing firm for credit unions in the country with $770 million in award funding for clients. Through grants, strategic and tactical planning, DEI consulting, community summit facilitation and more, CU Strategic Planning achieves its mission to unlock opportunities for credit unions to change lives and their communities.
P.O. Box 14167 | Madison, WI 53714-0167
Tony Hill SVP/Chief Marketing Officer
http://www.cues.org
CUES is the leading Talent Development solutions provider for credit unions in North America. We educate, develop and support credit union CEOs, executives, directors, and emerging leaders through partnerships with premier business schools, live and online events, digital learning, networking, and premium content. With over 35,000 members and growing, we measure success one leader at a time. Connect with CUES at CUES.org and on LinkedIn, Facebook, Twitter, and Instagram. For daily insights on issues impacting credit unions visit CUmanagement.com.
P.O. Box 14167 | Madison, WI 53714
Erin Templer Director of Marketing
Service Areas: Board Education, Employee Training, Associations
P.O. Box 47023 | Plymouth, MN 55447
Cara Buss Sr. Partner
Phone: 888-994-4473 http://www.cuhire.com/
PO Box 431 | Madison, WI 53701-0431
Meg Jelak Supervisor of Market Research Services
http://www.cuna.org
Service Areas: Employee Benefits & Compensation, Executive Benefits & Compensation, Credit Union Research
4740 Mission Gorge Place No. 400640 | San Diego, CA 92120
Eric Chriss CEO 858-240-5040
http://www.customatrix.com/
Service Areas: Board Education, Executive Benefits & Compensation, Mergers
8616 South Meadow Creek Drive | Highlands Ranch, CO 80126
Tom Davis CEO
Phone: 3037915141 | Fax: 3037915102 http://www.daviscompany.net
Service Areas: HR, Strategic Planning
4340 E. Indian School Rd, Ste. 21-472 | Phoenix, AZ 85018
Deedee Myers Chief Executive Officer 602.840.9595
Phone: (800) 574-8877 | Fax: 6024806486 http://ddjmyers.com
Service Areas: Board Education, Executive Recruitment, Mergers
DDJ Myers is a recognized champion for successful credit union leadership. With over 30 years of experience, they have built an array of exemplary products and services for board development and governance, strategic planning, executive search, compensation, and succession planning. Their seasoned team of facilitators are known as industry-thought leaders and often speak at conferences nationwide on various topics, including proactive board recruitment, transformative culture change, and developing mid-level talent to be the champions and protagonists of change. A bold and forward-thinking approach provides the basis for producing innovative yet practical solutions for our clients and the industry.
44 Water Oak Drive | Hilton Head Island, SC 29928
Richard Matthews Board Member
Phone: 800-487-7628 | Fax: 810-268-1520 www.bushnellcompany.com
Service Areas: HR, Marketing, Online/Mobile Bill Pay
200 Galleria Parkway Suite 1950 | Atlanta, GA 30339
David Martin Managing Principal 773-562-8837
Phone: 8779041713 http://www.digitalbenefitadvisors.com/cuservices
Service Areas: Employee Benefits & Compensation, Employee Incentive Programs, HR
305 W. Big Beaver Rd. Ste. 200 | Troy, MI 48084
Bob Parks (248) 244-3242
Phone: (248) 244-3049 | Fax: 2482736842 http://doeren.com
Service Areas: Board Education, Audit/CPA, Compliance
For more than 40 years, our Financial Institutions Group has dedicated itself to the industry serving hundreds of credit unions across the nation with effective external and internal auditing, IT assurance and cybersecurity, lending portfolio reviews, mergers and collaborations, and other advisory services. Drawing on our experience, we apply our expertise to assist in assessing opportunities, managing risk and delivering value to credit union stakeholders.
2220 Rocky Rapids Way | Eagan, MN 55122
Doug Hoefer Consultant
Phone: 651-882-2100 | Fax: 651-882-2200 http://www.dwcconsultants.com
3710 Rawlins St. Suite 1075 | Dallas, TX 75219
Phone: 4064424994 https://www.eccho.org
Service Areas: Check 21, Employee Training, Operations
100 Ames Pond Dr. | Tewksbury, MA 1876
DJ Haskins Vice President of Marketing 800-654-0510
Phone: 9786546800 https://engageware.com/
Service Areas: Call Centers, Employee Training, Technology
Engageware, headquartered in Tewksbury, MA, is the industry-leading provider of customer engagement solutions. Trusted by more than 400 financial institutions, Engageware's self-service, knowledge management, and appointment scheduling solutions ensure the right answer, at the right time, delivered by the right resource. Engageware’s solutions help members help themselves and help employees help customers, so you can expand member relationships, optimize operational efficiency, and drive growth. For more information, visit www.engageware.com.
20987 N. John Wayne Parkway, B104-156 | Maricopa, AZ 85238
Jim Rives President & CEO
http://executiveleadershipinstitute.com/
2328 Government Street 2nd Floor | Victoria, Canada, DE 12345
Warren Cederberg General Manager
http://www.fusionperform.com
25017 Armstrong Lane | Plainfield, IL 60544
Derek Wright Financial Consultant
Phone: 847.457.3150 | Fax: 847.457.3100 http://www.gcgonline.com
36500 Corporate Dr. | Farmington Hills, MI 48331
Mandy Meinecke Director of Business Development 248-994-8755
Phone: (248) 994-8755 http://www.greenpath.org
Service Areas: Employee Benefits & Compensation, Financial Literacy
GreenPath Financial Wellness, a national non-profit since 1961, believes that everyone deserves the opportunity to pursue their dreams; whatever they may be. Financial wellness is fundamental to that opportunity. GreenPath has been working in collaboration with Credit Union National Association to serve America's credit unions for more than 10 years, and has formal partnerships with over 500 credit unions across the country to empower financial health among their members.
8833 Perimeter Park Boulevard | Jacksonville, FL 32216
Philip G. Haught President
http://www.haughtfinancial.com/
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
4048 148th Ave Ne | Kirkland, WA 98033
Greg Devine VP - Senior Account Manager 425-702-9389
http://www.hipereon.com
Service Areas: Board Education, Business Lending
11 Oakwood Lane | Westport, CT 06880
Howard Greenberg VP Sales
450 W. 4th St. | Royal Oak, MI 48067
Steve Van Beek Attorney 248-723-0521
Phone: 248-723-0521 http://www.howardandhoward.com/
Service Areas: Employee Training, Compliance, Consulting, Legal Services, Mergers
1600 Aspen Commons Suite 230 | Middleton, WI 53562
Greg Fouks Sr. Vice President, Executive Search
http://www.hrnonline.com
350 Honeysuckle Dr | Havana, FL 32333
Anita Stoumbelis Senior Vice President, Human Resources
Phone: 866-834-4479 | Fax: 1-850-576-5368 http://www.hrx.net
Service Areas: HR, Recruitment, Strategic Planning
2855 E. Guasti Rd. Ste. 202 | Ontario, CA 91761
Jill Nowacki President/CEO 800-394-1918
Phone: (800) 394-1918 https://humanidei.com/
Service Areas: Executive Recruitment, Consulting, Strategic Planning
Humanidei + O’Rourke is a human capital strategies firm that works with credit unions to create more inclusive cultures. Humanidei helps credit unions design and implement plans for large-scale DEI integration that creates this expanded relevance, while further developing individuals to become inclusive, transformational leaders. Our executive search division, powered by O’Rourke & Associates, brings a 35-year history of success in identifying and placing the executives that will carry your organization forward. Our inclusive and strategic approach to aligning talent with your mission sets us apart and creates your success.
400-93 Lombard Avenue | Winnipeg, MB R3B 3B1
Cameron Eastman Consultant
Phone: 800-665-7776 | Fax: 888-441-6777 http://www.humanresourcetools.com
2501 Seaport Drive, Ste SH400 | Chester, PA 19013
Michael Cebrick Manager, Corporate Sales 302-366-1055
https://icona.com
Service Areas: Employee Training, Business Continuity, Strategic Planning
P.O. Box 1429 | Southgate, MI 48195
Jessica Richardson Partner
Phone: 8772242429 http://www.in-fusiongroup.com
Service Areas: HR, Marketing, Strategic Planning
2225 E. Randol Mill Rd., Ste 214 | Grapevine, TX 76051
Karen Houston, CCUE President
870 Market Street, Suite 462 | San Francisco, CA 94102
Joanna Bruno President
Fax: 6269144496 http://www.jrbrunoassoc.com
Service Areas: Board Education, Employee Incentive Programs, Document Imaging, Compliance, Consulting
P.O. Box 2025 | Clayton, GA 30525
Tom Randle President
Phone: 7062122077 http://www.kesgroupllc.com
15332 Antioch Street, PMB #335 | Pacific Palisades, CA 90272
Phone: 3102303150 http://kollnergroup.com/
200 Park Ave | New York, NY 10166
Mike Juratovac Market Leader, North America Financial Services Pr 310-226-6328
Phone: 2126923358 https://www.kornferry.com/
Service Areas: Employee Benefits & Compensation, Executive Recruitment, Consulting
180 W. Campbell St. | Arlington Heights, IL 60005
Bill Hultstrand Vice President, Business Development 2242866061
Phone: (877) 915-7675 http://www.rexcuadvice.com
Service Areas: Employee Training, Consulting, Strategic Planning
550 Science Dr. | Madison, WI 53711
Bob Lindner Vice President - Dir. CU Business Development 608-216-9196
Phone: (608) 274-0300 http://www.madisonadv.com/
Service Areas: Employee Benefits & Compensation, Institutional Investments
Madison's Credit Union Investment Management Services provide clients with the opportunity for enhanced portfolio yields and earnings through risk management and portfolio optimization. We offer investment advisory services, and provide investment solutions for total benefits pre-funding and charitable donation accounts. As a fiduciary, we deliver objective, fee-based advisory services (commission-free) that fit within clients' balance sheet risk profiles.
1214 N.2nd Street | Ames, IA 50010
Dan Topf Vice President Performance Consulting
Phone: 515-233-4052 | Fax: 515-233-4059
261 Old York Road Suite 604 | Jenkintown, PA 19046
Phone: 2158845273 http://www.meyerchatfield.com/
Service Areas: Executive Benefits & Compensation, Institutional Insurance, Institutional Investments
7475 Skillman Street | Dallas, TX 75231
Robert Fox Exec VP Marketing
Phone: 877 878 6463 | Fax: 214 221 6469 http://www.minddata.com
P.O. Box 60949 | Boulder City, NV 89006
Susan Mitchell CEO 855-362-2002
Phone: (855) 362-2002 | Fax: 8553622002 http://www.mitchellstankovic.com
Service Areas: Board Education, Executive Recruitment, Strategic Planning
101 N Rodney | Helena, MT 59601
Tracie Kenyon President/CEO
Phone: 4064429081 | Fax: 4064429085 http://www.mcun.coop
Service Areas: Board Education, Employee Benefits & Compensation, Consulting, Enterprise Risk Management (ERM), State League/Association
5122 Cascade Road SE | Grand Rapids, MI 49546
Rachel Laug, Financial Advisor Morgan Stanley Smith Barney LLC. Member SIPC 616-771-6070
Phone: 616-771-6070 https://advisor.morganstanley.com/the-laug-group
Service Areas: Employee Benefits & Compensation, Executive Benefits & Compensation, Institutional Investments
P.O. Box 59344 | Schaumburg, IL 60159
Kevin McCarthy Account Executive
https://mortgagestaff.com/
P.O. Box 333 | Cumming, GA 30041
Kathy Anchors-Budd President & CEO 678-777-7463
http://www.ncuma.com
P.O. Box 499 11394 Country Road 11 | Kremmling, CO 80459
Ron C. Nice President & CEO 303-980-8100
http://www.trynice.com/
Service Areas: Board Education, Consulting, Mergers, Strategic Planning
101 Federal St. Ste. 800 | Boston, MA 2110
Morgan McKinney Executive Benefit Consultant 5166390556
Phone: (918) 315-0960 http://www.om-financial.com
Service Areas: Employee Benefits & Compensation, Mergers
OM Financial Group is an executive benefit consulting firm that specializes in providing sound advice to credit unions about Supplemental Executive Retirements Plans (SERPs) for their key executives. OM pioneered Collateral Assignment Split Dollar (SERP) programs for the credit union industry and continues to specialize in helping credit unions offer competitive and cost-effective employee benefit solutions. We believe that a relationship-driven approach with each of our clients ensures we fully understand their individual needs. Our goal is to educate credit union executives and their boards, so they are able to make informed financial decisions that are in the best interest of their credit union for years to come.
1400 Abbott Rd. Ste. 140 | East Lansing, MI 48823
Mark B. Wickard Managing Director - Investments 5173337760
Phone: (517) 333-7762 | Fax: 5173337780 https://www.oppenheimer.com/thecreditunionisg/
Service Areas: Board Education, Loan Participations, Institutional Investments
Credit Union Investment Strategy Group of Oppenheimer & Co. Inc. is an Institutional Fixed Income Consulting Group helping Credit Unions (CUs) throughout the country address the unique needs of their investment portfolios. At Oppenheimer, we understand that, which is why we developed services that are tailored specifically for CUs. Our Investment strategies and educational programs are ideal for any CU that wants to try and get more out of their investment portfolio and take their investment knowledge to the next level. Contact us to see what we can do for your CU.
108 Corporate Park Drive | White Plains, NY 10604
Fax: 9146949384 http://www.pentegra.com/
Service Areas: Executive Benefits & Compensation
2815 Mitchell Drive Suite 203 | Walnut Creek, CA 94598
Karen Bell-Patten EVP
http://www.e-prg.com
P.O. Box 1227 | Paso Robles, CA 93447
Robert Solomon President/CEO
Phone: 8052380910 | Fax: 8882044075 http://www.personnelinsights.com
12707 High Bluff Drive Suite 200 | San Diego, CA 92130
Allan Crecelius President
http://www.rewardstrategygroup.com/
3905 Victory Court | Flower Mound, TX 75028
Mark Fenner President 469-293-6198
Phone: 469-293-6198 http://riseperformancegroup.com
Service Areas: Executive Recruitment, HR, Recruitment, Consulting
207 E. Georgia Avenue | Phoenix, AZ 85012
Robert Brown President
Phone: 602-240-6066 | Fax: 602-240-6061 http://www.rmgtraining.com
752 Port America Place Suite 300 | Grapevine, TX 76051
Matt Domanico Vice President of Marketing 817-410-1392
http://www.goRMS.com
Service Areas: Employee Incentive Programs, Promotions/Incentives, Loyalty/Reward Programs
1875 Old Alabama Road, Suite 510 | Roswell, GA 30076
Bob Davis Founder and CEO 678-548-1775
Phone: 678-259-9290 http://robertcdavis.net
Service Areas: Employee Training, CRM/MRM, Consulting
P.O. Box 1877 | Fayetteville, GA 30215
Michael Neill President
https://www.servistarconsulting.com/
1700 Wisconsin Ave | Washington, DC 20007
Robert Freedman Managing Partner
http://www.sftlaw.com
15559 Union Ave. Suite 172 | Los Gatos, CA 95032
Martha Willson Director of Client Services 530-887-1550
http://www.solutionsinfinance.com
Service Areas: Employee Training, Business Lending, Collections, Indirect Auto Lending, Consulting
218 W Harrison Avenue | Wheaton, IL 60187
Craig Capp Director, Performance Consulting 630-344-9030
Phone: 630-344-9030 http://stmeyerandhubbard.com
Service Areas: Employee Training, Market Research, CRM/MRM, Consulting, Credit Union Research
12015 July Ave N | Hugo, MN 55013
Jeanne Murphy Founder & Growth Strategist 612-616-6861
http://www.strategicsolutions.org
Service Areas: Board Education, Employee Incentive Programs, Employee Training, Financial Literacy, Consulting
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 balance sheet management for 40 years. Our proven approach of total resource integration for credit unions utilizes software and products developed by Baker Software Solutions combined with the firm's investment experience and advice.
2509 Ridgewind Way | Windermere, FL 34786
Andy Sheeter President 407-217-2301
Phone: 4072172301 | Fax: 8002785812 http://www.sheetergroup.com
Service Areas: Employee Benefits & Compensation, Employee Incentive Programs, Executive Benefits & Compensation
395 Sawdust Rd #2132 | The Woodlands, TX 77380
Eric Janda President
Phone: 2813670675 | Fax: 2813670685 http://www.shelly-group.com
931 East Walnut Street, Suite 204 | Pasadena, CA 91106
Douglas Duong President/CEO
Fax: 5629089695 http://www.totalqualityconsulting.com
4200 Crums Mill Road | Harrisburg, PA 17112
Jay Bowden Vice President - Operations
Phone: 717-652-3100 | Fax: 717-652-8281 http://www.trcinteractive.com
1100 PARKER SQUARE | Flower Mound, TX 75028
Alexandria Staron VP of Business Development 972-318-1110
Phone: 9723181110 | Fax: 9723181114 http://www.triscendnp.com
Service Areas: Executive Benefits & Compensation, Consulting, Institutional Insurance
26263 Forest Blvd. | Wyoming, MN 55092
Wendy Elieff SVP Client Service & Marketing 877-505-7352
Phone: 8003771798 http://www.triverity.com
Service Areas: Employee Training, Collections, Consulting
1013 Centre Rd | Wilmington, DE 19805
Carol Burns Vice President
Phone: 302.993.8021 | Fax: 302-999-7725 http://www.principaltrust.com
24-01 44th Road | Long Island City, NY 11101
Willis Reed VP
Phone: 2124768724 | Fax: 2124768741 http://www.unfcuadvisors.com/
Service Areas: HR, Institutional Insurance