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A B C E F G H I J K L M N O P R S T U V W

A

Photo of Accume Partners
Accume Partners
Contact: Pamela Lipschutz
Work 341 New Albany Road, Suite 100 Moorsetown NJ 08057 Work Phone: (856) 914-9500 Work Fax: (856) 914-9600 Website: http://www.accumepartners.com

Notes

Accume Partners has a long history of providing internal audit, regulatory compliance and risk management services to banks and financial institutions. As the level of regulatory and business complexity has surged, so has the need for specialized knowledge and focus. We have organized our firm to achieve that goal providing our clients with deep knowledge, expertise and approaches in the following areas:

  • Internal Audit
  • Regulatory Compliance
  • Enterprise Risk Management
  • Technology Risk Management & Cybersecurity Solutions
  • Operations and Process Improvement

Through these key areas of focus,we are able to stay in front of change, bring balanced perspectives and the specialized knowledge demanded by today’s banks and financial institutions.

Updated 12 months ago.
Photo of Advanced Cyber Security Corp.
Advanced Cyber Security Corp.
Contact: Stephen DelGiorno
Work 3880 Veterans Memorial Highway Bohemia NY 11716 Work Phone: (866) 417-9155 Work Fax: (631) 913-0451 Website: www.advancedcybersecurity.com

Notes

We are the patent holders of the keyboard encryption technology. Currently are security partners with McAfee/Intel. We also provide Dark Web Scanning, Fully Managed Recovery if a breach occurs and Breach Protection Insurance Policy. 

Updated 3 weeks ago.
Photo of All Covered Finance
All Covered Finance
Contact: Bill Lodovico, Sr. IT Services Consultant
Work Phone: (860) 977-5736 Website: http://www.allcovered.com/

Notes

Patrick H. Whelan – CISA, Sales Manager, Financial Division
IT Compliance and Cybersecurity from Konica Minolta
7000 Commerce Pkwy., Suite A
Mt. Laural, NJ 08054
Phone: (856) 4221
Cell: (908) 596-0843
Fax: (856) 795-4341
Emailpwhelan@allcovered.com
Websitehttp://www.allcovered.com/finance 

Industry leading provider of IT, compliance and security services for financial institutions.

Updated 11 months ago.
Photo of Approval Payment Solutions
Approval Payment Solutions
Contact: Jason Dates, Director of Agent Bank
Home PO Box 446 Boonville IN 47601 Work Phone: (888) 311-7248 x151 Website: www.apsolutions.net

Notes

Approval Payment Solutions offers a complete menu of electronic payment solutions to businesses of every type and size through dynamic Agent Bank Partnerships. APS now also offers a wide array of digital marketing products to businesses, including core local (SEO optimization), website design, social media posting and blog writing.

Updated 11 months ago.
Photo of Arnold & Porter LLP
Arnold & Porter LLP
Contact: Kevin Toomey, Esq. Associate
Work 601 Massachusetts Avenue, NW Washington DC 20001 Work Phone: (202) 942-5874 Work Fax: (202) 942-5999 Website: www.arnoldporter.com

Notes

Arnold & Porter Kaye Scholer is a 1,000+ lawyer firm with sophisticated litigation and transactional capabilities, renowned regulatory experience and market-leading multidisciplinary practices in the life sciences and financial services industries. Client-driven and industry focused, our lawyers practice across more than 30 practice areas, including bankruptcy, corporate finance, intellectual property, litigation, real estate and tax, to help clients with complex needs stay ahead of the global market, anticipate opportunities and address issues that impact the very value of their businesses. Our global reach, experience and deep knowledge allow us to work across geographic, cultural, technological and ideological borders, to offer clients forward-looking, results-oriented solutions that resolve their US, international and cross-border legal needs.

Updated 8 months ago.
Photo of Atlantic Community Bankers Bank
Atlantic Community Bankers Bank
Contact: Jon Evans, President & CEO
Work 1400 Market Street PO Box 1109 Camp Hill PA 17001 Work Phone: (717) 441-4616 Work Fax: (717) 737-7975 Website: www.accb.com

Notes

Brian Good, Correspondent Banking Officer
1400 Market Street, PO Box 1109
Camp Hill, PA 17001
Phone: (717) 737-9335
Fax: (717) 737-1628
Emailgood@atlanticcentral.com

Correspondent Banking

Updated 11 months ago.

B

Photo of Bankers Healthcare Group
Bankers Healthcare Group
Contact: Meghan Crawford – VP, Bank Sales
Work 122 E 42nd Street New York NY 10168 Work Phone: (646) 876-4063 Work Fax: (315) 329-2370 Website: www.bankershealthcaregroup.com

Notes

Bankers Healthcare Group originates quality medical loans for hundreds of community banks nationwide. To date, no bank has experienced a loss with BHG originated loans.

Updated 8 months ago.
Photo of BBVA Compass
BBVA Compass
Contact: Brian Good
Home 15 South 20th Street Suite 1002 Birmingham AL 35080 Work Phone: (717) 941-2046 Website: www.bbvacompass.com

Notes

BBVA Compass offers a full range of correspondent banking services to help our community banks maximize profits and enhance their bottom line.

Updated 3 months ago.
Photo of BCI Financial Corporation
BCI Financial Corporation
Work 2019 South Main Street Cheshire CT 06410 Work Phone: (203) 439-9400 Work Fax: (203) 439-9406 Website: www.bcifinancial.com

Notes

Since 1998, BCI Financial has provided an easy to use, low risk solution allowing our client banks to increase their loan to asset ratio, diversify their loan portfolio, and improve their efficiency ratio. BCI Financial offers a Prime Quality Auto Loan Pass Through Program for community banks throughout the Northeast. BCI Financial manages all the loan servicing, collections, compliance and reporting for our client banks.

Updated 11 months ago.
Photo of BFS Group, Inc.
BFS Group, Inc.
Contact: David Schunke, Associate Director
Work 411 S. State Street 3rd Floor Newton PA 18940 Work Phone: (267) 291-2130 Website: www.bfsgroup.com

Notes

BFS Group is setting the standard as the industry’s leading professional in assisting banks in all facets related to Bank Owned Life Insurance (“BOLI”), as well as executive/director compensation benefit plans.  Our consultative approach to education, evaluation, implementation, along with regulatory compliance is unmatched.  BFS Group is your bank’s partner, not just another vendor.

Updated 11 months ago.
Photo of Bowers & Company CPAs, PLLC
Bowers & Company CPAs, PLLC
Contact: Donald R. Kimber, Partner
Home 1700 AXA Tower II 120 Madison Street Syracuse NY 13202 Work Phone: (315) 234-1100 Work Fax: (315) 234-1111 Website: www.bcpllc.com

Notes

Accounting Firm

Updated 11 months ago.
Photo of Brown Security Solutions, LLC
Brown Security Solutions, LLC
Contact: Don Musielak
Work 229 Lake Street Suite #4 Hamburg NY 14075 Work Phone: 716-648-6012 Website: www.brownsecuritysolutions.com

Notes

Brown Security Solutions, LLC has been a leader in the Electronic and Physical Equipment Security field for more than 40 years across New York State.

Sampling of Services Offered:
Electronic & Physical Security Products, Special Projects, Service Contracts, Burglar/Fire Protection, Surveillance, Card Access Control, ATM & TCR Sales and Service, Vault & Safe Sales and Service.

Updated 5 months ago.
Photo of BSG Financial Group
BSG Financial Group
Contact: Trevor Knott Senior Vice-President
Work 9000 Wessex Place Suite 207 Louisville KY 40222 Work Phone: 781-254-9647 Website: www.bsgfinancial.com

Notes

Northeast Office: Wrentham, MA

BSG Financial Group™ provides revenue-enhancement and compliance solutions for financial institutions nationwide. Our solutions include:

  • Overdraft Management Solutions
  • Fee-Based Checking Accounts
  • Digital Lending Solutions
  • Vendor Management
  • Account Acquisition Strategies
  • Social Media Management
Updated 11 months ago.

C

Photo of CapitalBase
CapitalBase
Contact: Michael E. Smith
Home 114 Algonuquin Road Pittsburgh PA 15241 United States Work Phone: (412) 720-6962 Website: http://www.capitalbase.com
Updated 11 months ago.
Photo of CB2 Financial Technologies
CB2 Financial Technologies
Contact: Tim Finkenstaedt, COO
Work 20 Franklin Street Worcester MA 01608 Work Phone: (508) 505-8543 Website: www.cb2financial.com

Notes

CB2 was founded by bankers for bankers, to bring the benefits of proven, secure cloud-based technology to the commercial lending arena of community banks. Community banks play a critical role in the communities they serve and CB2 is dedicated to providing affordable and easy to implement solutions to help community banks better serve their financial goals.

Updated 3 weeks ago.
Photo of CEIS REVIEW
CEIS REVIEW
Contact: Justin Hill, Marketing Manager
Work 75 Broad Street Suite 820 New York NY 10004 Work Phone: (212) 967-7380 Work Fax: (212) 967-7365 Website: www.ceisreview.com

Notes

Consulting services related to commercial and consumer lending activities. Services include Loan Review, Loan Loss Reserve Methodology and Validation, CRE Concentration analysis, Portfolio Stress Testing, Portfolio Acquisition Review, and related services.

Updated 11 months ago.
Photo of CloudBnq | Loan Origination Software
CloudBnq | Loan Origination Software
Contact: Andy Papadopoulos, CEO
Work 484 Pape Avenue Toronto Ontario M4K 3P8 Canada Work Phone: 1-800-297-8876 Website: www.cloudbnq.com

Notes

CloudBnq.com turns Community lenders into Digital lenders. CloudBnq.com is a loan origination solution that enables all lending product types with no upfront capital or IT investment, does not change the lending policies in place today & reduces the cost/time across all loan origination.

Updated 3 months ago.
Photo of COCC
COCC
Contact: Susan Salecky Vice President, Business Development
Work 100 Executive Blvd. Southington CT 06489 Work Phone: (860) 678-0444 Ext. 570 Website: www.cocc.com
Updated 11 months ago.
Photo of COMPUTER SERVICES, INC. (CSI)
COMPUTER SERVICES, INC. (CSI)
Contact: Stuart Mclellan, RVP
Work 3901 Technology Drive Paducah KY 42001 Work Phone: (270) 442-7361 Website: www.csiweb.com

Notes

Computer Services, Inc. (CSI) is a customer service company that delivers innovative technology solutions to financial institutions nationwide. A total solutions provider, CSI offers core processing, managed services, mobile and internet solutions, payments processing, print and electronic distribution and regulatory compliance solutions.

Updated 11 months ago.
Photo of Construction Monitoring Consultants, Inc.
Construction Monitoring Consultants, Inc.
Contact: Brian S. Smith Senior Vice President
Work 4242 Ridge Lea Road Suite #11 Buffalo NY 14226 Work Phone: (716) 989-4417 Website: www.go-cmc.com Website: www.integratasystems.com

Notes

Founded in 1988, CMC has served the diverse needs of commercial real estate lenders for nearly 30 years. CMC provides cost effective construction consulting and due-diligence, project oversight and progress monitoring, upfront plan and cost review, property condition assessment, portfolio management and loan administration services. In addition to our core serves, CMC provides custom technology-based solutions and data analytics to better measure, manage, and monitor lending risks while reinforcing critical credit and load administration functions within financial institutions.

Products & Services:

Banking Software; Compliance; Construction Lending Due Diligence; Construction Lending Risk Management; Portfolio Management; Information Technology and Security; Document Management; Work-flow Automation

Updated 11 months ago.

E

Photo of ESCAPEWIRE SOLUTIONS
ESCAPEWIRE SOLUTIONS
Contact: Chris Hart-Nova, CEO
Work 617 Dingens Street Buffalo NY 14206 Work Phone: (716) 893-4984 Website: www.escapewire.com

Notes

EscapeWire Solutions is a managed IT Solutions service provider. We have been servicing clients across multiple industries for over 13 years and have built our reputation on trust, expertise and dedicated customer service. EscapeWire works closely with each client to assure they have a program to meet their IT needs.

Updated 11 months ago.

F

Photo of FEDERAL HOME LOAN BANK OF NEW YORK
FEDERAL HOME LOAN BANK OF NEW YORK
Contact: Adam Goldstein, SVP, Head of Sales & Business Development
Work 101 Park Avenue New York NY 10178 Work Phone: (212) 441-6700 Work Fax: (212) 949-0231 Website: www.fhlbny.com

Notes

The FHLBNY is part of a government-sponsored enterprise, owned by its stockholders, that provides wholesale liquidity to member community lenders in New York, New Jersey, Puerto Rico and the U.S. Virgin Islands to help them more effectively meet the needs of their customers and CRA responsibilities. The FHLBNY is committed to operating a financially safe and sound organization and fostering diversity at all levels by ensuring the inclusion of minorities, women, and individuals with disabilities in employment, in its business activities, and in service contracts.

Updated 11 months ago.
Photo of FIRST DATA CORPORATION
FIRST DATA CORPORATION
Contact: Kurt Silvers, Business Consultant
Work 6902 Pine Street Omaha NE 68106 Website: www.firstdata.com

Notes

A leading cost effective provider of innovative Non-Core Community Banking  products. Call or Email to discuss our scalable offerings such as; Online/Mobile banking, Voice Services, EFT, Debit/Credit solutions, Star, Apple Pay and Loan Processing.  First Data is committed to quickly growing your ROI and customer base.

Updated 8 months ago.
Photo of FREED MAXICK CPAS, P.C
FREED MAXICK CPAS, P.C
Contact: Mark Stebbins, Director
Work 424 Main Street, Suite 800 Buffalo NY 14202 Work Phone: (716) 847-2651 Work Fax: (716) 847-0069 Website: www.freedmaxick.com

Notes

  • CPA Services
  • Internal Audit
  • Tax Services

Freed Maxick CPAs, P.C. is one of the largest accounting and consulting firms in Western New York and a Top 100 largest CPA firm in the United States. Serving closely held businesses, SEC companies, governmental and not-for-profit clients across New York as well as nationally and internationally. Freed Maxick mobilizes high-performance professionals to guide client growth, compliance, security and innovation.

Updated 11 months ago.

G

Photo of GENESIS PPG
GENESIS PPG
Contact: Jacob Arnold, Director of Operations
Work 10225 Main Street Clarence NY 14031 Work Phone: (716) 407-3213 Work Fax: (716) 407-3215 Website: www.genesisppg.com

Notes

Merchant Services: Credit Card Processing, Card Security, POS, E-Commerce, Mobile Solutions.

Genesis PPG is merchant service company headquartered in upstate New York and has a unique approach to servicing bank clients. Our attention to customer service and credit card security is second to none. We look forward to working with you.

Updated 11 months ago.

H

Photo of HARLAND CLARKE CORP.
HARLAND CLARKE CORP.
Contact: Shawna Martin Miller, Senior Account Executive
Work Phone: (585) 317-6622 Work Fax: (585) 621-7739 Website: www.harlandclarke.com

Notes

Gina Kurdi, Key Account Executive, HC Solutions
Phone: (845) 462-5167
Email:  Gina.Kurdi@harlandclarke.com

Harland Clarke Corp. is a leading provider of best-in-class integrated payment solutions including checks, marketing services, card services and analytics, serving multiple industries including financial services, retail, healthcare, insurance, and telecommunications.

Updated 11 months ago.

I

Photo of INVICTUS CONSULTING GROUP, LLC
INVICTUS CONSULTING GROUP, LLC
Contact: George Callas, Managing Partner, National Sales Director
Work 164 Horton Street Bronx NY 10464 Work Phone: (718) 219-0441 Website: www.invictusgrp.com

Notes

Products and Services: Merger and Acquisition Services; Strategic Analytics; Capital Planning

Invictus is the industry thought-leader in bank analytics. Our groundbreaking tools and new analytical processes have changed how bank executives approach strategic and capital planning, stress testing and mergers and acquisitions. Our analysis gives banks, investors and insurers the edge in executing their plans and developing their businesses.

Updated 11 months ago.

J

Photo of Jack Henry & Associates
Jack Henry & Associates
Contact: Joel Thomas
Work 663 West Hwy. 60 Monett MO 65708 Work Phone: (417) 235-6652 Website: www.jackhenry.com

Notes

JHA provides more than 300 products and services that enable our customer to process financial transactions, automate their businesses, and succeed in an increasingly competitive marketplace. Our three brands – Jack Henry Banking®, Symitar®, and ProfitStars® – support financial institutions of all sizes, diverse businesses outside the financial industry, and other technology providers.

Updated 11 months ago.
Photo of Jamesson Associates
Jamesson Associates
Contact: Michael Jamesson, Principal
Work PO Box 167 Scottsville NY 14546 Work Phone: (585) 889-8090 Work Fax: (585) 889-8090 Website: www.jamessonassociates.com

Notes

Consultants: Asset/Liability management analysis and consulting, strategic plan preparation, capital planning analysis and facilitation

Updated 11 months ago.

K

Photo of KPMG LLP
KPMG LLP
Contact: James G. McGrath, Jr., Financial Services Partner
Work 515 Broadway Albany NY 12207 Work Phone: (518) 427-4606 Work Fax: (518) 689-4729 Website: www.kpmg.com

Notes

Daniel J. White
515 Broadway
Albany, NY 12207
Phone: (518) 427-4845
Fax: (518) 689-4731
Email:  djwhite@kpmg.com

Accounting Firm/Financial Services: assurance, tax & legal, consulting, financial advisory services

Updated 11 months ago.

L

Photo of Lee & Mason Financial Services, Inc.
Lee & Mason Financial Services, Inc.
Contact: Charles Pritchard, Senior Vice President
Work 719 State Route 30 Northville NY 12134 Work Phone: (518) 863-4311 Work Fax: (518) 863-9118 Website: www.leeandmason.com

Notes

Services:  Collateral Protection Insurance

Updated 11 months ago.
Photo of LUSE GORMAN, PC
LUSE GORMAN, PC
Contact: Jeff Cardone, Partner
Work 5335 Wisconsin Avenue Suite 780 Washington DC 20015 Work Phone: (202) 274-2033 Work Fax: (202) 362-2902 Website: www.luselaw.com

Notes

Law firm that specialises in representing community banks with respect to corporate, regulatory, securities and employee benefits/executive compensation matters.

Updated 6 months ago.

M

Photo of M & T BANK
M & T BANK
Contact: Steven R. Schumer, CTP, Vice President, Financial Institutions Div.
Work One Fountain Plaza Buffalo NY 14203 Work Phone: (716) 848-7332 Work Fax: (716) 848-7318 Website: www.mtb.com

Notes

David Gordon, Vice President, Financial Institutions Div.
401 Broadhollow Road, Suite 100
Melville, NY 11747
Phone: (516) 391-7629
Fax: (516) 740-0797
Emaildgordon1@mtb.com

Correspondent Banking Services: Public Fund Collateral Custody,Check Image Clearing, Fed Funds, International Trade Services, Holding Company Facilities, Letters of Credit, Foreign Exchange Services, Bank Insurance Services, Loan Participations, Domestic and International Funds Transfers, Pension Services, Wholesale Mortgage Products and Investment Management Services.

Updated 11 months ago.
Photo of MAIN STREET, INC.
MAIN STREET, INC.
Contact: Cynthia Glover, Vice President of Business Relationships
Work 920 19th Street North Birmingham AL 35203 Work Phone: (866) 380-4816 Website: www.mainstreetinc.com

Notes

Main Street  partners with the underserved, community-oriented financial institution who desires a personal customer service model in their checking, analytics, and marketing programs. Our simplified approach equips businesses with the information, tools, and solutions needed to win in today’s market. Whether you are trying to acquire, retain, or expand customer relationships, Main Street provides a cost-effective, straightforward, partnership to meet your goals.

Visit us online at http://www.mainstreetinc.com.

Updated 11 months ago.

N

Photo of NEW YORK BUSINESS DEVELOPMENT CORP.
NEW YORK BUSINESS DEVELOPMENT CORP.
Contact: Patrick J. MacKrell, President & CEO
Work 50 Beaver Street 6th Floor Albany NY 12207 Work Phone: (518) 463-2268 Work Fax: (518) 463-0494 Website: www.nybdc.com

Notes

Credit/Bank Services: Provides small business loans in participation with member banks.

Updated 11 months ago.
Photo of New York LTC Brokers- AIB
New York LTC Brokers- AIB
Contact: Robert M. Vandy
Home 11 Executive Park Drive Clifton Park NY 12065 United States Work Phone: (518) 371-6131 Website: http://www.nyltcb.com/
Updated 11 months ago.

O

Photo of OTC MARKETS GROUP
OTC MARKETS GROUP
Contact: Joe Oltmanns, Vice President – Corporate Services
Work 304 Hudson Street New York NY 10013 Work Phone: (212) 896-4447 Website: www.otcmarkets.com

Notes

OTC Markets Group operates open, transparent, and connected financial marketplaces for 10,000 US and global securities.

Updated 11 months ago.

P

Photo of PENTEGRA RETIREMENT SERVICES
PENTEGRA RETIREMENT SERVICES
Contact: Fabrizio D’Uva, Non Qualified Benefits & BOLI Consultant
Work 701 Westchester Avenue Suite 320E White Plains NY 10604-3805 Work Phone: (609) 584-7400 Website: www.pentegra.com

Notes

Services: Retirement plan service provider

Updated 10 months ago.
Photo of PNC FINANCIAL SERVICES, INC.
PNC FINANCIAL SERVICES, INC.
Contact: Sean O’Keefe, Managing Director
Work One PNC Plaza 26th Floor 249 5th Avenue Pittsburgh PA 15222 Work Phone: (412) 768-5404 Work Fax: (412) 762-7287 Website: www.pnc.com

Notes

Correspondent Banking: Credit Products, Treasury Management A/L Management, Balance Sheet Strategies

Updated 11 months ago.
Photo of PROMONTORY INTERFINANCIAL NETWORK, LLC
PROMONTORY INTERFINANCIAL NETWORK, LLC
Contact: Kevin Hamilton, Regional Director/NY
Work 1300 North 17th Street Suite 1800 Arlington VA 22209 Work Phone: 866-776-6426 Ext. 3329 Work Fax: (703) 329-3342 Website: www.promnetwork.com

Notes

Promontory helps financial institutions of all sizes thrive. Promontory Network members use its solutions  ̶  Bank Assetpoint®, Insured Cash Sweep®, or ICS®, CDARS®, IND®, and Yankee Sweep®  ̶  to source new asset opportunities, diversify their asset portfolios, reduce collateral requirements, purchase funding, and build multi-million-dollar relationships. Visit promnetwork.com or contact Kevin Hamilton khamilton@promnetwork.com, (866) 776-6426 ext. 3329 to find out how Promontory can help your bank manage its balance sheet more profitably.

Limits and other terms and conditions apply. Bank Assetpoint, Insured Cash Sweep, ICS, CDARS, IND, and Yankee Sweep are registered service marks of Promontory Interfinancial Network, LLC.

Updated 10 months ago.

R

Photo of Residential Home Funding
Residential Home Funding
Contact: George Pakenham, Business Development
Work 100 Lanidex Plaza 2nd Floor Parsippany NJ 07054 Work Phone: (917) 972-0060 Website: www.rhfunding.com

Notes

We are a mortgage banker that services residential and commercial properties with a variety of loan products.

Updated 8 months ago.
Photo of RIDGELOGIC DEVELOPMENT
RIDGELOGIC DEVELOPMENT
Contact: Dave Hastie
Work 609 Dingens Street Buffalo NY 14206 Work Phone: (716) 863-4706 Website: www.ridgelogic.com

Notes

RidgeLogic Development provides digital signage software applications, content design and programming services to meet the needs of end users, resellers and OEM partners. We are committed to helping people tell a multimedia story that can be shared with family, friends, customers or staff.

The executive team at RidgeLogic has many years of experience in the digital signage industry. We have designed content, installed products at end user locations, built sales channels and developed relationships with major hardware vendors. This experience provides our team a comprehensive understanding of our industry and the ability to deliver total solutions.

Updated 11 months ago.
Photo of RIEHLMAN, SHAFER & SHAW
RIEHLMAN, SHAFER & SHAW
Contact: Christopher Chapman
Work 397 Rt. 281 PO Box 430 Tully NY 13159 Work Phone: (315) 696-6347 Work Fax: (315) 696-0243 Website: www.riehlmanshafer.com

Notes

Law Firm: Full service law firm with a division specializing in creditor’s rights

Updated 11 months ago.
Photo of ROOSEVELT & CROSS, INC.
ROOSEVELT & CROSS, INC.
Contact: Joseph Haller
Work Phone: (716) 856-6950 Work Fax: (716) 856-6963 Website: www.roosevelt-cross.com

Notes

David Wagner, Asst. Vice President
295 Main Street, Suite 718
Buffalo, NY 14203
Emaildwagner@roosevelt-cross.com

William Welsh, Senior Vice President
55 Broadway
One Exchange Plaza, 22nd Floor
New York, NY 10005
Phone: (212) 504-9226
Fax: (212) 344-5771
Emailwwelsh@roosevelt-cross.com

Joe Arena
20 Exchange Place
New York, NY 10005
Phone: (212) 344-2500
Emailjarena@roosevelt-cross.com

Financial Services: Research, purchase, sale, underwriting, trading, distribution & marketing of bank qualified tax exempt securities

Updated 8 months ago.

S

Photo of S.R. Snodgrass, P.C.
S.R. Snodgrass, P.C.
Contact: Christina Lukas, Marketing & Communications Coordinator
Work 2009 Mackenzie Way Suite 340 Cranberry Township PA 16066-5338 Work Phone: (724) 934-0344 Work Fax: (724) 934-0345 Website: www.srsnodgrass.com

Notes

S.R. Snodgrass, P.C. was built on a strong foundation of stability, integrity, and high-quality customer service. Since 1946, our independent accounting and consulting firm has assisted clients in our ever-changing world by taking a consultative approach. As The Banking Experts, we serve approximately 160 financial institutions and are in banks daily. Our professionals provide vast expertise in the areas of auditing and assurance, internal audit and regulatory compliance outsourcing, information technology, consulting, enterprise risk management, and tax management.

Updated 3 weeks ago.
Photo of SANDLER O’NEILL & PARTNERS, L.P.
SANDLER O’NEILL & PARTNERS, L.P.
Contact: Richard Olstein, Managing Director
Work 919 3rd Avenue 6th Floor New York NY 10022 Work Phone: (212) 466-7818 Work Fax: (212) 466-7888 Website: www.sandleroneill.com

Notes

Investment Banking/Management: Full service investment banking, financial management and advisory

Updated 11 months ago.
Photo of SHAZAM
SHAZAM
Contact: James P. Ghiglieri, Jr., Sr. Vice President
Work 6700 Pioneer Parkway Johnston IA 50131 Work Phone: (309) 678-9021 Website: www.shazam.net

Notes

The SHAZAM network is a member-owned electronic funds transfer (EFT) network providing choice and flexibility to community financial institutions across the US since 1976. SHAZAM is a single source provider for the following services: debit card, core, fraud, ATM, marketing and more. To learn more visit SHAZAM.net and follow @SHAZAMNETWORK.

Updated 11 months ago.
Photo of SMITH & WILKINSON
SMITH & WILKINSON
Contact: Cameron Boyd, Partner
Work Phone: (207) 289-3129 Work Fax: (207) 221-1230 Website: www.smithandwilkinson.com

Notes

Chris Kelley, Partner
Office: (207) 289-3135
Emailckelley@smithandwilkinson.com

Executive recruitment: executive search firm specializing in talent acquisition and recruitment for community and regional banks.  Engagements include C-suite, departmental and business line leaders, and skilled individual contributors.

 

Updated 3 months ago.
Photo of STRATEGIC RESOURCE MANAGEMENT, INC.
STRATEGIC RESOURCE MANAGEMENT, INC.
Contact: Ben Mrva, Executive Vice President
Work 5100 Poplar Avenue Suite 2500 Memphis TN 38137 Work Phone: (901) 681-0204 Work Fax: (901) 685-0480 Website: www.srmcorp.com

Notes

SRM is currently serving over 200 financial institutions to reduce expenses, enhance revenue and maximize bottom line performance. Drawing on its extensive experience, market insight, and proprietary benchmarking database, SRM helps banks improve their bottom line, without sacraficing qulaity or valued vendor relationships.

Updated 11 months ago.

T

Photo of T. GSCHWENDER & ASSOCIATES, INC.
T. GSCHWENDER & ASSOCIATES, INC.
Contact: Bharpur “Bo” Singh, President & Owner
Work 311 Montgomery Street Suite 1 Syracuse NY 13202 Work Phone: (315) 701-1293 Work Fax: (315) 701-1296 Website: www.tgschwender-assoc.com

Notes

Consultant/Credit/Bank Services/Environmental Due Diligence Services

 

 

Updated 10 months ago.
Photo of The Bonadio Group
The Bonadio Group
Contact: Jamie L. Keiser, CPA Partner
Work 432 North Franklin Street Syracuse, NY 13204 Work Phone: (315) 422-7109 Website: www.bonadio.com

Notes

Services: Accounting & Auditing; Tax Planning & Compliance; Business Advisory; Personal & Business Finance

Updated 8 months ago.
Photo of The Financial Guys Insurance Agency
The Financial Guys Insurance Agency
Contact: April Hartloff, Managing Partner
Work 305 Spindrift Drive Williamsville NY 14052 Work Phone: (716) 633-1515 Work Fax: (716) 608-1411 Website: www.thefinancialguys.com

Notes

The Financial Guys Insurance Agency is a full service employee benefits provider. We take a ‘Back to Basics” approach.   Learn about your business & employees. Develop a plan that is tailored to needs. And Educate employees so they understand and appreciate the benefits you provide.

In addition we provide cutting edge technology to enhance and support your Benefits programs and HR services – at no cost to you !

Ask us about our unique benefit plan designed specifically for IBANYS members!

Updated 3 weeks ago.
Photo of The James Paul Group
The James Paul Group
Contact: Eric Scholnick, Regional Vice President
Work 36 Cherry Hill Ct. Briarclif Manor NY 10510 Work Phone: (914) 671-5600 Website: www.jamespaulgroup.com

Notes

The James Paul Group specializes in providing solutions to the key challenges facing banks today in attracting, engaging, converting, and expanding customer relationships. They are skilled in delivering training and consulting solutions that give their bank clients the competitive edge required to achieve and sustain optimal profitability.

  • Consulting; Sales Training; Training
Updated 11 months ago.
Photo of THE KAFAFIAN GROUP, INC.
THE KAFAFIAN GROUP, INC.
Contact: Robert E. Kafafian, President & CEO
Work 2001 Route 42 Suite 209 Parsippany NJ 07054 Work Phone: (973) 299-0300 Work Fax: (973) 299-1002 Website: http://kafafiangroup.com/

Notes

Products and Services:  Consulting, Investment Banking, Profitability Analyses

The Kafafian Group is a finance, strategy, and operations consulting firm specializing in performance management, profitability outsourcing, strategic and business planning, regulatory assistance, profit/process improvement, board and management advisory services, and investment banking advisory services.

Updated 11 months ago.
Photo of TRAVELERS INSURANCE COMPANY
TRAVELERS INSURANCE COMPANY
Contact: Jason Crittendon Managing Director
Work 1500 Market Street 29th Floor, West Tower Philiadelphia PA 19102 Work Phone: (267) 675-3151 Website: www.travelers.com

Notes

Insurance Services

Updated 11 months ago.

U

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UHY ADVISORS, INC.
Contact: Howard Foote, Partner
Work 4 Tower Place Executive Park, 7th Floor Albany NY 12207 Work Phone: (518) 449-3171 Work Fax: (518) 449-5832 Website: www.uhy-us.com

Notes

Accounting Firm: Consulting and Assurance Service

Updated 11 months ago.

V

Photo of VANACORE, DEBENEDICTUS, DIGOVANNI & WEDDELL, LLP
VANACORE, DEBENEDICTUS, DIGOVANNI & WEDDELL, LLP
Contact: Tom Craven, Specialist
Work 11 Racquet Road , NY Newburgh NY 12550 Work Phone: (845) 567-9000 X209 Work Fax: (845) 567-9228 Website: www.vddw.com

Notes

Services: CPA Services, Consulting, Estate Planning, Expense Management, Fraud Protection/Remediation, Internal Audit

CPA Firm providing audit, tax, and accounting services in New York State.

Updated 11 months ago.
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Vetter
Contact: Bryan Adler
Work 245 5th Avenue Suite 1102 New York NY 10016 Work Phone: 516-965-0054 Website: www.thinkvetter.com

Notes

Vetter is a digital loan platform built specifically for community banks, in partnership with a couple of NYS banks. The Vetter platform is a combination of a loan-type agnostic online loan application along with a management workspace that allows the bank to generate fee income on all loans, collect updated financials from borrowers automatically, enhance the customer experience and stay compliant.

Updated 4 months ago.
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VOLUM8 CREATIVE, INC.
Contact: Charles Graham, President
Work 3 Wallkill Ave. Unit C1 Montgomery NY 12549 Work Phone: (845) 202-2206 Work Fax: (253) 669-8568 Website: www.volum8.com

Notes

Services: Consulting; Information Technology; Marketing and Public Relations

Volum8 is a highly specialized branding, web design/development, and local search optimization company. We focus on user experience and storytelling with a strong understanding of the millennial market.

Updated 11 months ago.

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Westover Strategy, Inc.
Consulting Contact: Susan Powell Byrd
Work 14 Franklin Street Suite 1404 Rochester New York 14604 Work Phone: 585-330-5694 Website: www.westoverstrategyinc.com

Notes

Westover Strategy works with companies in a variety of industries, including banking, healthcare, fine art and more on confidential strategy consulting engagements that are customized to fit clients’ needs and priorities. Offerings include Strategy Maps, Strategic Planning, Board Performance Enhancement and Strategy Execution. Please view the website for details, including client case studies and testimonials.

Updated 5 months ago.
Photo of WOLF & COMPANY, P.C.
WOLF & COMPANY, P.C.
Contact: Gerald R. Gagne, Director, Risk Management Services
Work 99 High Street Boston MA 02110 Work Phone: (617) 439-9700 Work Fax: (617) 423-6229 Website: www.wolfandco.com

Notes

Stephen R. King, Director, Regulatory Compliance
Email: sking@wolfandco.com

John Doherty, Financial Institution Audit and Tax
E-mail: jdoherty@wolfandco.com

Accounting Firm/Consultant/Technology Services: Risk Management Services, Bank Audit & Tax

Updated 10 months ago.
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