- Accume Partners
- Ambassador Financial Group
- Atlantic Central Bankers Bank
- Austin Associates, LLC
- BancVue
- Bank Intelligence Solutions
- Bankers Bank Northeast
- Blue Bridge Financial, LLC
- The Bonadio Group
- Bowers & Company CPAs, PLLC
- Brookline Bank Services
- Cachet Consulting
- CEIS Review
- Chubb
- Couch White, LLP
- Crowe Horwath
- Dannible & McKee. LLP
- Dermody, Burke & Brown, CPAs, LLC
- Ed & Ed Business Technology, Inc.
- Environmental Data Resources
- Federal Home Loan Bank of New York
- Financial Services, Inc.
- Finger Lakes Technologies Group, Inc.
- Fiserv
- FTN Financial
- Great Lakes Capital Fund
- Harland Clarke
- Harland Financial Solutions
- Hinman, Howard & Kattell, LLP
- Hodgson, Russ LLP
- HR Works, Inc.
- ICS Compliance
- Jack Henry & Associates, Inc.
- Jamesson Associates
- KPMG LLP
- Lodestone Banking Consultancy, Inc.
- L.R. Webber Associates, Inc.
- McLagan
- M&T Bank
- New York Business Development Corp.
- National Investors Title Insurance Company
- Northern Merchant Services, Inc.
- Northwestern Mutual Life Insurance Co.
- Pentegra Retirement Services
- PNC Financial Services Group, Inc.
- PW Campbell
- ParenteBeard LLC
- Riehlman, Shafer & Shafer
- Roosevelt & Cross, Inc.
- SafeGuard - Ted Mabry & Associates
- Sandler O'Neill & Partners, L.P.
- Schulte, Rath & Zabel
- Shumaker Williams, P.C.
- Strategic Risk Solutions, Inc.
- Travelers Insurance Company
- T. Gschwender & Associates, Inc.
- UHY Advisors, Inc.
- Vantiv,LLC
- WebEquity Solutions, LLC
- Wells Fargo
- Wolf & Company, P.C
Accume Partners
Mary Radley Senior Manager 1500 Broadway, Suite 510 New York, NY 10036 Phone: (631) 294-9412 E-mail:
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Ambassador Financial Group
Eric Tesche Managing Director 1605 N. Cedar Crest Blvd. Suite 508 Allentown, PA 18104 Phone: (866) 240-3898 Website: www.ambfg.com E-mail:
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Financial Services, Broker/Dealer
Atlantic Central Bankers Bank
Jon Evans President & CEO 1400 Market Street, PO Box 1109 Camp Hill, PA 17001 Phone: (717) 441-4616 Fax: (717) 737-7975 Website: www.atlanticcentral.com E-mail:
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Brian Good Correspndent Banking Officer 1400 Market Street, PO Box 1109 Camp Hill, PA 17001 Phone: (717) 737-9335 Fax: (717) 737-1628 Website: www.atlanticcentral.com E-mail:
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Correspondent Banking
Austin Associates, LLC
Paul L. Simoff Principal 7205 West Central Avenue Toledo, OH 43617 Phone: (419) 841-8521 ext. 111 Fax: (419) 841-8380 Website: www.austinassociates.com E-mail:
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Consultants/Financial Services/Investment Banking/management: M & A, Planning, Asset/Liability, Risk Management Insurance/Financial Services
BancVue
Todd Buterbaugh Regional Sales Director 4516 Seton Center Parkway, Suite Austin, TX 78759 Phone: (714) 430-0152 Fax: (512) 349-4141 Website: www.bancvue.com E-mail:
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Consultant/Product Development/Training: BancVue is a research-driven product development company that designs innovative, exciting and market-ready products for community financial institutions to win the war against the megabanks.
Bank Intelligence Solutions
David Thompson, Jr. Marketing Development Director 1301 Hightower Trail, Suite 310 Atlanta, GA 30350 Phone: (678) 323-3224 Fax: (678) 323-3250 Website: www.bankintelligence.fiserv.com E-mail:
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Technology Services: Executive Financial Market Expansion Software
Bankers' Bank Northeast
Susan W. Saleeky SVP - Service and Sales 300 Winding Brook Drive Glastonbury, CT 06033 Phone: (860) 633-5525 Fax: (860) 633-5877 Website:www.bankersbanknortheast.com E-mail:
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Wholesale Correspondent Bank: Provides array of services to over 190 Financial Institutions throughout New England and New York. FDIC insured, member of Federal Reserve, and Federal Home Loan Bank
Blue Bridge Financial, LLC
Mark DeBacker CEO 550 Main Street, Suite 260 Buffalo, NY 14221 Phone: (716) 204-8471 Websitel: www.bluebridgefinancial.com E-mail:
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Financial Services/Lending: Blue Bridge Financial is a leading provider of turnkey small ticket equipment finance solutions to the financial institution industry. The Blue Bridge team will work with you to source, develop, and manage your own customized small business equipment finance portfolio, giving you the assurance of:
- Industry professionals with a successful track record
- A diversified portfolio with our unique loss share arrangement
- Tailored credit criteria with time tested risk mitigation models
- A high yield product with no additional overhead expense to you
- A regulatory compliant underwriting and reporting platform
The Bonadio Group
Jamie L. Keiser, CPA Principal 580 South Salina Street Syracuse, NY 13202 Phone: (315) 422-7109 Website: www.bonadio.com E-mail:
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Bowers & Company CPAs, PLLC
Donald R. Kimber Partner 100 Madison Street, 1200 MONY Tower I Syracuse, NY 13202 Phone: (315) 234-1100 Fax: (315) 234-1111 Website: www.bcpllc.com E-mail:
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Accounting Firm
Brookline Bank Services
Mark Cardone Director of Leasing 227 West Fayette Street, Suite 300 Syracuse, NY 13202 Phone: (315) 295-0816 Website: www.brooklinedevelopment.com E-mail:
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Real Estate Services, Sale/Leasebacks, New branch site selection, Property Management, Leasing
Cachet Financial Solutions
Ron Davis Regional Vice President 6455-A Flying Cloud Drive Eden Prarie, MN 55344 Phone: (952) 698-6991 E-mail:
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CEIS Review
Justin Hill Marketing Manager 20 West 33rd Street, 3rd Floor New York, NY 10001 Phone: (212) 967-7380 Fax: (212) 967-7365 Website: www.ceisreview.com E-mail:
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Chubb
Paul Brown Branch General Manager 701 Seneca Street Buffalo, NY 14210 Phone: (716) 845-6480 Fax: (716) 845-6159 Website: www.chubb.org Equipment: Supplier of banking systems, & equipment-provider of single source project design & construction
Couch White
John Vero 540 Broadway, PO Box 22222 Albany, NY 12201 Phone: (518) 426-4600 Fax: (518) 320-3496 Website: www.couchwhite.com E-mail:
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Jeremy M. Smith, Esq. 540 Broadway, PO Box 22222 Albany, NY 12201 Phone: (518) 320-3425 Fax: (518) 426-0533 Website: www.couchwhite.com E-mail:
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Law Firm
Crowe Horwath
Tony Rispoli Manager 600 Superior Avenue East, Suite 902 Cleveland, OH 44101 Phone: (216) 623-7546 Fax: (440) 460-1302 Website: www.crowehorwath.com E-mail:
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LinkedIn: http://www.linkedin.com/pub/tony-rispoli/11/245/65b Twitter: rispoliar
Mike Rarick Partner 354 Eisenhower Parkway - Ste. 2050 Livingston, NJ 07039 Phone: (973) 422-4523 Fax:(973) 422-4520 Website: www.crowehorwath.com E-mail:
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Accounting Firm: Tax & Financial consulting, compliance, audit & outsourced internal auditing.
Dannible & McKee. LLP
Thomas Fiscoe Partner Financial Plaza, 221 South Warren Street Syracuse, NY 13202 Phone: (315) 472-9127 Fax: (315) 472-0026 Website: www.dmcpas.com E-mail:
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Accounting Firm: Auditing, accounting & consulting services, including tax planning business valuation and fraud exams.
Dermody, Burke & Brown, CPAs, LLC
Brian R. DuMund, CPA Partner 443 N. Franklin Street, Suite 100 Syracuse, NY 13204 Phone: (315) 471-9171 Fax: (315) 471-8555 Website: www.dbbllc.com Email:
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Accounting Firm: External Audit, Internal Audit, IT Compliance, Loan Compliance
Ed & Ed Business Technology
Paul Zobel Director of Sales 4919 State Route 233 Westmoreland, NY 13490 Phone: (315) 853-4111 Fax: (315) 853-6731 Website: www.edanded.com E-mail:
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Leading business technology provider focused in the areas of printer fleet management, document creation and inbound/outbound postage solutions
Environmental Data Resources
Michael Smith Regional Manager 440 Wheelers Farms Road Milford, CT 06461 Phone: (203) 527-5585 E-mail:
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Environmental Risk Management for Lenders
Federal Home Loan Bank of New York
Adam Goldstein Vice President & Head of Marketing and Sales 101 Park Avenue New York, NY 10178 Phone: (212) 441-6703 Fax: (212) 949-0230 Website: www.fhlbny.com E-mail:
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Financial Services: To advance local housing and community development
Financial Services, Inc.
Brian McAllister Senior Vice President Sales/Marketing 21 Harristown Road Glen Rock, NJ 07452 Phone: (201) 652-6000 x202 Fax: (201) 652-8538 Website: www.insideFSI.net E-mail:
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Nancy Franchini Assistant Vice President, Marketing 21 Harristown Road Glen Rock, NJ 07452 Phone: (201) 652-6000 x202 Fax: (201) 652-8538 Website: www.insideFSI.net E-mail:
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Financial Services: Providing turnkey solutions for our customers since 1954, Financial Services, Inc. (FSI) is one of the largest independently owned Data Processing and Item Processing solution providers to the banking services industry. Clients range from de novos to multi-billion dollar community banks. FSI is committed to a complete, worry-free integration of its products and services. Core banking system, internet and bank by phone services, item processing capabilities, hardware sales and support and division or any of our other customer centric services
Finger Lakes Technologies Group, Inc.
Paul Griswold President & CEO 11 Framark Drive. Suite 20 Victor, NY 14564 Phone: (585) 924-3510 Fax: (585) 924-2619 Website: www.fltg.com E-mail:
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Technology: Cisco Systems, Premier PLUS Certified Partner, IP Telephony, Security and Wireless Specialized Partner. Convergence of Data, Voice, Internet, Video and Wireless. Offices in Victor, Phelps & Trumansburg, NY
Fiserv
John Hoffman VP, Regional Sales Manager Bank Solutions, Depository Group Sales 601 General Washington Avenue Norristown, PA 19403 Phone: (610) 630-3612 Fax: (610) 631-5857 Website: www.fiserv.com E-mail:
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Heather Wargo Marketing Support, Northeast Region Data Center Bank Solutions 151 National Drive Glastonbury, CT 06033 Phone: (860) 652-1211 Fax: (860) 652-1322 Website: www.fiserv.com E-mail:
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Financial Services: Full service data and item processing
FTN Financial
Bob Nance Senior Vice President 845 Crossover Lane, Suite 150 Memphis, TN 38117 Phone: (901) 934-8740 Fax: (901) 435-8201 Website: www.ftnfinancial.com E-mail:
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Preston Carpenter Vice President 845 Crossover Lane, Suite 150 Memphis, TN 38117 Phone: (901) 435-4725 Fax: (901) 435-4776 Website: www.ftnfinancial.com E-mail:
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Sally Pace Director of Marketing 845 Crossover Lane, Suite 150 Memphis, TN 38117 Phone: (901) 435-4725 Fax: (901) 435-4776 Website: www.ftnfinancial.com
Investment Banking Management: Investment, tax, interest rate risk, asset/liability, liquidity management, trust preferred issuance, stock research, bank stock trading, executive and employee benefit design & implementation, bank owned life insurance, corporate finance
Great Lakes Capital Fund
Dennis Quinn Senior Vice President 10000 S. Washington Avenue Lansing, MI 48910 Phone: (313) 820-6939
Investment/Financial Services
Harland Clarke
Shawna Martin Miller Senior Account Executive Phone: (585) 663-3167 Website: www.harlandclarke.com E-mail:
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Gina Kurdi Senior Account Executive Phone: (845) 462-5167 Website: www.harlandclarke.com Email:
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Checks/Official Items: Leading provider of integrated payment solutions, including checks, marketing services, technology solutions, best-in-class account holder security, online training and development, card manufacturing and personalization as well as Identity Theft Recovery.
Harland Financial Solutions
Stacey Leone Director of Public Relations & Events 605 Crescent Executive Court, Suite 600 Lake Mary, FL 32746 Phone: (800) 989-9009 x6653 Fax: (407) 829-6715 Website: www.harlandfinancialsolutions.com Email:
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Technology: Harland Financial Solutions is a leader in core systems, item and payment processing, enterprise content management, branch automation, customer relationship management, business intelligence, lending solutions, risk management, compliance training, financial accounting, mortgage solutions, electronic banking and advisory services
Hinman, Howard & Kattell, LLP
Cliff Weber Partner 106 Corporate Park Dr., Ste. 317 White Plains, NY 10604 Phone: (914) 694-4102 Fax: (914) 694-4510 Website: www.hhk.com E-mail:
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Law Firm: Legal services with emphasis on corporate, securities, regulatory and transactional work for community banks
Hodgson, Russ LLP
Christian Koelbl, III Partner The Guaranty Building 140 Pearl Street, Suite 100 Buffalo, NY 14202 Phone: (716) 848-1256 Fax: (716) 819-4633 Website: www.hodgsonruss.com E-mail:
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Law Firm: Regulatory compliance & general counsel services
HR Works, Inc.
Candace Walters President 246 WillowBrook Office Park Fairport, NY 14450 Phone: (585) 381-8340 x11 Fax: (585) 385-2362 Website: www.hrworks-inc.com E-mail:
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Human Resource: Affirmative Action Plan Development and Consulting, Training, HR Outsourcing, HRIS/Self-Service, Outsourced Benefits Administration
ICS Compliance
Michael Pappolla Director 265 Grove Street, Suite 2-400 Newton, MA 02466 Phone: (973) 206-1110 Website: www.icscompliance.com |Email:
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Consultant: Compliance
Jack Henry & Associates, Inc.
Jeremy Mercer 663 West Highway 60 Monett, MO 65708 Type of Business: Data Procession/EFT Products & Services/Electronic Banking Services
Jamesson Associates
Michael Jamesson Principal PO Box 167 Scottsville, NY 14546 Phone: (585) 889-8090 Fax: (585) 889-8090 Website: www.jamessonassociates.com E-mail:
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Consultants: Asset/Liability management analysis and consulting, strategic plan preparation, capital planning analysis and facilitation
KPMG LLP
James G. McGrath, Jr. Financial Services Partner 515 Broadway Albany, NY 12207 Phone: (518) 427-4606 Fax: (518) 689-4729 Website: www.kpmg.com E-mail:
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Daniel J. White 515 Broadway Albany, NY 12207 Phone: (518) 427-4845 Fax: (518) 689-4731 Website: www.kpmg.com E-mail:
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Accounting Firm/Financial Services: assurance, tax & legal, consulting, financial advisory services
Lodestone Banking Consultancy, Inc.
Mark Clark Executive Vice President 6901 Henderson Road Jamesville, NY 13078 Phone: (315) 446-6411 Fax: (315) 445-9579 Website: www.lodestonebanking.com E-mail:
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Consultant: Core System Analysis (Jack Henry Silverlake, Fiserv, Metavante, Miser...), AEM (advanced earnings methodology), 80/20 Lending (Commercial Loan Analysis), M & A Analysis.
L.R. Webber Associates, Inc.
Booker Moore President & CEO PO Box 593 Hollidaysburg, PA 16648 Phone: (814) 695-8066 Fax: (814) 696-3244 Website: www.lrwebber.com E-mail:
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Benefits: Employee Benefits, Administration, Surveys, Medical, Life, Disability, Retirement Plans
McLagan
Jean Riley Vice President 33 Railroad Avenue Duxbury, MA 02332 Phone: (781) 934-8400 Fax: (781) 934-8402 Website: www.Mclagan.com E-mail:
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Consultant
M & T Bank
Steven R. Schumer, CTP Vice President, Financial Institutions Div. One Fountain Plaza Buffalo, NY 14203 Phone: (716) 848-7332 Fax: (716) 848-7318 Website: www.mtb.com E-mail:
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Geraldine Duits Vice President, Financial Institutions Div. 1769 Route 52 Fishkill, NY 12524 Phone: (845) 440-2875 Fax: (845) 440-2972 Website: www.mtb.com E-mail:
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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.
New York Business Development Corp.
Patrick J. MacKrell President & CEO 50 Beaver Street, 6th Floor Albany, NY 12207 Phone: (518) 463-2268 Fax: (518) 463-0494 Website: www.nybdc.com E-mail:
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Credit/Bank Services: Provides small business loans in participation with member banks.
National Investors Title Insurance Company
Karen Brittain Vice President 23 Whitefield Blvd. Norwalk, Ohio 44857 Phone: (419) 663-0437 Fax: (419) 663-0459 Website: www.invtitle.com E-Mail:
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Title Insurance
Northern Merchant Services, Inc.
Mark Soller VP Sales 3 West Main Street, PO Box 268 Brasher Falls, NY 13613 Phone: (315) 389-5574 Fax: (315) 389-5363 Website: www.fitoolbox.com E-mail:
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Financial Services: Merchant Services Provider, credit card acceptance
Northwestern Mutual Life Insurance Co.
John K. Hart Director of Business & Estate Planning 360 Delaware Avenue, # 350 Buffalo, NY 14202 Phone: (716) 854-3976 Website: www.nmfn.com E-mail:
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Services: Executive Benefit Planning
PNC Financial Services, Inc.
David E. Jones Managing Director One PNC Plaza, 26th Floor 249 5th Avenue Pittsburgh, PA 15222 Phone: (412) 768-5404 Fax: (412) 762-7287 Website: www.pnc.com E-mail:
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Correspondent Banking: Credit Products, Treasury Management A/L Management, Balance Sheet Strategies
PW Campbell
David Welsh Vice President & Director of Sales 109 Zeta Drive Pittsburgh, PA 15238 Phone: (800) 253-7430 Fax: (800) 963-0200 Website: www.pwcampbell.com E-mail:
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Bank Buildings: PW Campbell is a third generation, family-owned design/build firm, founded in 1910. We offer planning, design coordination and construction management services. PW Campbell provides a turnkey process for operation centers, retail facilities, and additions/renovations through the PW Campbell Complete Facility Solutionä. PW Campbell creates the best financial facilities to meet each client's unique needs.
ParenteBeard, LLC
Joseph LaClair, CPA Partner 320W Market Street, 6th floor P.O. box 625 Harrisburg, PA 17108-0625 Phone: (717) 236-1100 Fax: (717) 236-2200 Website: www.ParenteBeard.com E-mail:
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Accounting Firm
Pentegra Retirement Services
Mary Anne Tripodi Marketing/Sales Support Supervisor 3 Enterprise Drive, Suite 105 Shelton, CT 06484 Phone: (203) 926-3014 Website: www.pentegra.com E-mail:
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Services: Retirement plan service provider
Riehlman, Shafer & Shafer
Christopher Chapman 397 Rt. 281, PO Box 430 Tully, NY 13159 Phone: (315) 696-6347 Fax: (315) 696-0243 Website: www.riehlmanshafer.com Email:
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Law Firm: Full service law firm with a division specializing in creditor's rights
Roosevelt & Cross, Inc.
Lawrence D. Seymour Senior Vice President 295 Main Street, Suite 718 Buffalo, NY 14203 Phone: (716) 856-6950 Fax: (716) 856-6963 Website: www.roosevelt-cross.com E-mail:
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Joseph Haller 295 Main Street, Suite 718 Buffalo, NY 14203 Phone: (716) 856-6950 Fax: (716) 856-6963 Website: www.roosevelt-cross.com E-mail:
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David Wagner Asst. Vice President 295 Main Street, Suite 718 Buffalo, NY 14203 Phone: (716) 856-6950 Fax: (716) 856-6963 Website: www.roosevelt-cross.com E-mail:
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William Welsh Senior Vice President 55 Broadway One Exchange Plaza, 22nd Floor New York, NY 10005 Phone: (212) 504-9226 Fax: (212) 344-5771 Website: www.roosevelt-cross.com E-mail:
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Joe Arena 20 Exchange Place New York, NY 10005 Phone: (212) 344-2500 Website: www.roosevelt-cross.com E-mail:
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Financial Services: Research, purchase, sale, underwriting, trading, distribution & marketing of bank qualified tax exempt securities
SafeGuard - Ted Mabry & Associates
Ted Mabry President & CEO 7030 East Genesee Street Fayetteville, NY 13066 Phone: (800) 346-7550 Fax: (800) 695-4920 Website: www.gosafeguard.com E-mail:
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Checks/Official Items: Checks, forms, marketing products
Sandler O'Neill & Partners, L.P.
Richard Olstein Managing Director 919 3rd Avenue, 6th Floor New York, NY 10022 Phone: (212) 466-7818 Fax: (212) 466-7888 Website: www.sandleroneill.com E-mail:
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Investment Banking/Management: Full service investment banking, financial management and advisory
Shumaker Williams, P.C.
Keith Clark Chairman P.O. Box 88 Harrisburg, PA 17108 Phone: (717) 763-1121 E-mail:
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Law Firm, Consultant
Strategic Risk Solutions, Inc.
J. Brady Young President & CEO 2352 Main Street, Suite 304 Concord, MA 01742 Phone: (978) 328-5513 E-mail:
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Website: www.strategicrisks.com
Insurance Products
T. Gschwender & Associates, Inc.
Bharpur "Bo" Singh President & Owner 311 Montgomery Street, Suite 1 Syracuse, NY 13202 Phone: 315-701-1293 Fax: (315) 701-1296 Website: www.tgschwender-assoc.com E-mail:
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Consultant/Credit/Bank Services/Environmental Due Diligence Services
Travelers Insurance Company
Jason Crittendon Managing Director 29th Floor, West Tower 1500 Market Street Philiadelphia, PA 19102 Phone: (267) 675-3151 E-mail:
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Website: www.travelers.com
Insurance Services
UHY Advisors, Inc.
Howard Foote Managing Director 66 South Pearl Street, Suite 400 Albany, NY 12207 Phone: (518) 449-3166 Fax: (518) 449-5832 Website: www.uhy-us.com E-mail:
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Accounting Firm: Consulting and Assurance Service
Vantiv, LLC
Rachelle W. Powers Vice President, Strategic Alliances Manager 5951 Monaghan Lane Clarence Center, NY 14031 Website: www.vantiv.com E-mail:
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Funds Transfer: Electronic funds transfer services, correspondent banking, cash management, treasury management, custody and safekeeping services
WebEquity Solutions, LLC
Dave McEvoy Vice President, Marketing 1314 Douglas Street, Suite 1000 Omaha, NE 68102 Phone: (402) 344-5230 Website: www.webequitysolutions.com E-mail:
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Mallory Eccker Marketing Manager 1314 Douglas Street, Suite 1000 Omaha, NE 68102 (402) 344-5252
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Wells Fargo
Jeana Piscatelli Vice President, Relationship Manager MAC N2699-160 40 West 57th Street, 16th Floor New York, NY 10019 Phone: (212) 315-7494 Fax: (212) 775-0571 Website: www.wellsfargo.com E-mail:
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Correspondent Banking Services
Wolf & Company, P.C.
Gerald R. Gagne Director, Risk Management Services 99 High Street Boston, MA 02110 Phone: (617) Fax: (617) Website: www.wolfandco.com Email:
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Stephen R. King Director, Regulatory Compliance 99 High Street Boston, MA 02110 Phone: (617) Fax: (617) Website: www.wolfandco.com
John Doherty Financial Institution Audit and Tax 99 High Street Boston, MA 02110 Phone: (617) Fax: (617) Website: www.wolfandco.com Email:
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Accounting Firm/Consultant/Technology Services: Risk Management Services, Bank Audit & Tax
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