Description
Operator of a credit union. The company offers investment advisory, notice accounts investments, security safekeeping, automated settlement, cash concentration and related investment services.
Contact Information
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
Name | Title | Board Seat | Contact Info |
---|---|---|---|
Kathleen Gray | President & Chief Executive Officer | ||
Julie Chapin | Director, Financial Services | ||
Lori Domian | Director, Member Services |