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Employee Benefits & Compensation
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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
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
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
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
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
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
36500 Corporate Drive | Farmington Hills, MI 48331
Mandy Meinecke Manager of Business Development 248-994-8755
Phone: 2489948755 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.
1900 Avenue of the Stars Ste. 2600 | Los Angeles, CA 90067
Mike Juratovac Market Leader, North America Financial Services Pr 310-226-6328
Phone: 8006334410 https://www.kornferry.com/
Service Areas: Employee Benefits & Compensation, Executive Recruitment, Consulting
Korn Ferry is a global organizational consulting firm, synchronizing strategy and talent to drive superior performance for our clients. No one knows more about aligning talent and organizational strategies than Korn Ferry. With our unique expertise, we can help you release the power of your collective genius and drive superior performance.
550 Science Dr. | Madison, WI 53711
Bob Lindner Vice President - Dir. CU Business Development 608-216-9196
Phone: 6082740300 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.
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
171 Monroe Ave. NW, Suite 800 | Grand Rapids, MI 49503
Rachel Laug, Financial Advisor Morgan Stanley Smith Barney LLC. Member SIPC 616-771-6070
Phone: 6167716070 http://www.morganstanleyfa.com/rachel.laug/
Service Areas: Employee Benefits & Compensation, Executive Benefits & Compensation, Institutional Investments
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