iq business

Website Search

  • Community banks keep the community growing and vibrant by reinvesting back into the neighborhoods where their depositors live, work and play.
  • Community banks understand the needs of local families and small businesses.
  • Community banks are personal – with exceptional customer service, and tellers that know you by name.
  • Community banks care – involvement in community affairs and outreach that benefit local families and businesses.
  • Community banks are accessible – with more opportunities to interact one-on-one with bank officers.

Community banks. Serving the community, serving you!

Social Media

Facebook Twitter

Most Recent Tweets

News from IBANYS: July 19, 2017 Newsletter http://conta.cc/2vCAjtH

News from IBANYS: July 12, 2017 Newsletter http://conta.cc/2vcoRVq

News from IBANYS: July 5, 2017 Newsletter http://conta.cc/2tMMjLz

News from IBANYS: June 28, 2017 Newsletter http://conta.cc/2tlUX36

News from IBANYS: June 21, 2017 Newsletter http://conta.cc/2sQVLgj

News from IBANYS: June 14, 2017 Newsletter http://conta.cc/2tmTBBW

News from IBANYS: June 7, 2017 Newsletter http://conta.cc/2rRljtn

News from IBANYS: May 31, 2017 Newsletter http://conta.cc/2sEpMN4

News from IBANYS: May 24, 2017 Newsletter http://conta.cc/2sEQlBw

News from IBANYS: May 17, 2017 Newsletter http://conta.cc/2rqQkRg

News from IBANYS: May 10, 2017 Newsletter http://conta.cc/2qsqorU

News from IBANYS: May 5, 2017 Newsletter Special Addition http://conta.cc/2q3umac

News from IBANYS: April 26, 2017 Newsletter http://conta.cc/2pmoJCV

News from IBANYS: April 19, 2017 Newsletter http://conta.cc/2pSahzu

News from IBANYS: April 12, 2017 Newsletter http://conta.cc/2osST6I

News from IBANYS: April 6, 2017 Newsletter http://conta.cc/2oNqAOD



Associates
PDF Print E-mail

Accume Partners

Pamela Lipschutz
Marketing Manger
341 New Albany Road, Suite 100
Moorsetown, NJ 08057
Phone: (856) 914-9500
Fax: (856) 914-9600
Website: www.accumepartners.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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.


All Covered Finance

Bill Lodovico
Sr. IT Services Consultant
288 Summer Street
Bristol, CT 06010
Phone: (860) 977-5736
Website: www.allcovered.com
E-mail:  This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Patrick H. Whelan - CISA
Sales Manager, Financial Division
All Covered Finance Practice
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
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Website: www.allcovered.com/finance 

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


Approval Payment Solutions

Jason Dates
Director of Agent Bank
PO Box 446
Boonville, IN 47601
Phone: 8883117248 X151
Website: www.apsolutions.net
Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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.



Arnold & Porter Kaye Scholer LLP

Kevin Toomey, Esq.
Associate
601 Massachusetts Avenue, NW
Washington, DC 20001
Phone: 202-942-5874
Fax: 202-942-5999
Website: www.apks.com
Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it  

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.



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: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Correspondent Banking


BBN Bankers' Bank Northeast

John Davey, 
SVP Sales, Marketing & Service
43 Western Blvd.
Glastonbury, CT 06033
Phone: (860) 633-5525
Fax: (860) 633-5877
Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Website:www.bbnfirst.com

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


BCI Financial Corporation

2019 South Main Street
Cheshire, CT 06410
Phone: (203) 439-9400
Fax: (203) 439-9406
Website:www.bcifinancial.com

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.


Bankers Healthcare Group

Meghan Crawford
VP, Bank Sales
122 E 42nd Street
New York, NY 10168
Phone: (646) 876-4063
Fax: (315) 329-2370
Website: www.bhg-inc.com 

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.


BFS Group, Inc.

David Schunke
Associate Director
411 S. State Street, 3rd Floor
Newton, PA 18940
Phone:  (267) 291-2130
Website:  www.bfsgroup.com
E-mail:   This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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.


The Bonadio Group

Jamie L. Keiser, CPA
Partner
432 North Franklin Street
Syracuse, NY 13204
Phone:  (315) 422-7109
Website:  www.bonadio.com 
E-mail:   This e-mail address is being protected from spambots. You need JavaScript enabled to view it  

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


Bowers & Company CPAs, PLLC

Donald R. Kimber
Partner
1700 AXA Tower II
120 Madison Street
Syracuse, NY 13202
Phone: (315) 234-1100
Fax: (315) 234-1111

Website: www.bcpllc.com
E-mail:  This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Accounting Firm


BSG Financial Group

Trevor Knott
Senior Vice-President
Northeast Office:  Wrentham, MA
Corporate Office:  PO Box 70969, Louisville, KY  40270
781-254-9647
Website: www.bsgfinancial.com
Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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


 


COCC

Susan Salecky
Vice President, Business Development
100 Executive Blvd.
Southington, CT 06489
Phone: (860) 678-0444 Ext. 570
Website:  www.cocc.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it  

Services: Computer Banking Products and Services; Data Processing; Internet Banking Products and Services

COCC is an award-winning client-owned financial technology company servicing financial institutions throughout the Northeastern United States. Launched in 1967, COCC was founded by its clients. This unique cooperative structure has set COCC apart and is one of the driving forces behind their success. COCC is recognized as a leader in delivering innovation and quality service financial institutions demand and deserve.


CEIS Review

Justin Hill
Marketing Manager
75 Broad Street, Suite 820
New York, NY 10004
Phone: (212) 967-7380
Fax: (212) 967-7365
Website: www.ceisreview.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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.


Computer Services, Inc. (CSI)

Stuart Mclellan, RVP
3901 Technology Drive
Paducah, KY 42001
Phone: (270) 442-7361
Website: www.csiweb.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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. 


Construction Monitoring Consultants, Inc.

Brian S. Smith
Senior Vice President
4242 Ridge Lea Road, Suite #11
Buffalo, NY 14226 
Phone: (716) 989-4417
Website: www.go-cmc.com 
               www.integratasystems.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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


EscapeWire Solutions

Chris Hart-Nova
CEO
617 Dingens Street
Buffalo, NY 14206
Phone: (716) 893-4984
Website: www.escapewire.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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. 


Federal Home Loan Bank of New York

Adam Goldstein
SVP, Head of Sales & Business Development
101 Park Avenue
New York, NY 10178
Phone: (212) 441-6700
Fax: (212) 949-0231
Website: www.fhlbny.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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.



FIS

Mary Neeb
Core Sales Associate
601 Riverside Avenue
Jacksonville, FL 32204
Phone: (800) 822-6758

E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Website: www.fisglobal.com

Providing software, services and outsourcing of the technology that empowers the financial world, FIS™ combines the most complete banking and payments solutions with a client-centric service model to help our clients succeed. Partnering with FIS means gaining access to innovation funded by our substantial and sustained investment. We help our clients transform disruption into opportunity, giving them the tools they need to stay ahead of technology and the competition. For more information about FIS, visit www.fisglobal.com.


Finastra

Kevin Paugh

605 Crescent Executive Court, Suite 600
Lake Mary, FL 32746
Phone: (800) 989-9009 x6653
Fax: (407) 829-6715
Website: www.finastra.com
Email:  This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Finastra unlocks the potential of people and businesses in finance, creating a platform for open innovation. Formed in 2017 by the merger of Misys and D+H, we provide the broadest portfolio of financial services software in the world today— spanning retail banking, transaction banking, lending, and treasury and capital markets. Through our open, secure and reliable solutions, customers are empowered to accelerate growth, optimize cost, mitigate risk and continually evolve to meet the changing needs of their customers. 48 of the world’s top 50 banks use Finastra technology. Please visit www.finastra.com


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: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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


Freed Maxick CPAs, P.C.

Mark Stebbins
Director
424 Main Street, Suite 800
Buffalo, NY 14202
Phone: (716) 847-2651
Fax: (716) 847-0069
Website: www.freedmaxick.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

  • 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. 


First Data Corporation

Mark Agostinelli
Sales Manager, Community Financial Institutions
6902 Pine Street
Omaha, NE 68106
Phone: (585) 3033183
Website: www.firstdata.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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.


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: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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:  This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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


Genesis PPG

Jacob Arnold
Director of Operations
10225 Main Street
Clarence, NY 14031
Phone: (716) 407-3213
Fax: (716) 407-3215
Website:
www.genesisppg.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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.


Harland Clarke Corp.

Shawna Martin Miller
Senior Account Executive
Phone: (585) 317-6622
Fax: (585) 621-7739
Website:
www.harlandclarke.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Gina Kurdi
Key Account Executive, HC Solutions
Phone: (845) 462-5167
Website: www.harlandclarke.com
Email:  This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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.


Invictus Consulting Group, LLC

George Callas
Managing Partner, National Sales Director
164 Horton Street
Bronx, NY 10464
Phone: (718) 219-0441
Website: www.invictusgrp.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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.

    • Merger and Acquisition Services; Strategic Analytics; Capital Planning

Jack Henry & Associates

Joel Thomas
663 West Hwy. 60
Monett, MO 65708
Phone: (417) 235-6652
Website: www.jackhenry.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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.


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: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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


The Kafafian Group, Inc.

Robert E. Kafafian
President & CEO
2001 Route 42, Suite 209
Parsippany, NJ 07054
Phone: (973) 299-0300
Fax: (973) 299-1002
Website: http://kafafiangroup.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Products and Services: Consulting, Investment Banking, Profitability Analyses
The Kafafian Group is a finance, strategy, and operations consulting firm specializing in performance measurement, profitability outsourcing, strategic and business planning, regulatory assistance, profit/process improvement, board and management advisory services, and investment banking advisory services. 


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: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Daniel J. White
515 Broadway
Albany, NY 12207
Phone: (518) 427-4845
Fax: (518) 689-4731
Website: www.kpmg.com
E-mail:  This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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


Lee & Mason Financial Services, Inc.

Charles Pritchard
Senior Vice President
719 State Route 30
Northville, NY 12134
Phone: (518) 863-4311
Fax: (518) 863-9118
Website:  www.leeandmason.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Services:  Collateral Protection Insurance


Legal Shield/ID Shield

Andy Perry
Senior Sales Agent
PO Box 550
Fishkill, NY 12524
Phone: (845) 418-7992
Fax: (800) 881-0330
Website: www.legalshield.com/hub/andyjperry

Legal Shield/ID Shield provides powerful benefits, protecting families and business with comprehensive and affordable legal plans, identity theft plans and small business plans nationwide.


Luse Gorman, PC

Jeff Cardon
Partner
5335 Wisconsin Avenue, Suite 780
Washington, DC 20015
Phone: (202) 274-2033
Fax: (202) 362-2902
Website: www.luselaw.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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


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: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

David Gordon
Vice President, Financial Institutions Div.
401 Broadhollow Road, Suite 100
Melville, NY 11747
Phone: (516) 391-7629
Fax: (516) 740-0797
Website: www.mtb.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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.


Main Street, Inc.

Tim Stenlund
Vice President of Sales
920 19th Street, N
Birmingham, AL 356203
Phone: (205) 380-8357
Fax: (866) 785-4581
Website: www.mainstreetinc.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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 www.mainstreetinc.com


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: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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


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:  This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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


Pentegra Retirement Services

Fabrizio D’Uva
Non Qualified Benefits & BOLI Consultant
Pentegra Retirement Services
701 Westchester Avenue, Suite 320E
White Plains, New York 10604-3805
Phone: (800) 872-3473
Website:
www.pentegra.com
Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Services: Retirement plan service provider


Promontory Interfinancial Network, LLC

Kevin Hamilton
Regional Director/NY
1300 North 17th Street, Suite 1800
Arlington, VA 22209
Phone: 866-776-6426 Ext. 3329
Fax: (703) 329-3342
Website: www.promnetwork.com 
Email:   This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Banks of all sizes can use Promontory Interfinancial Network’s Insured Cash Sweep, or ICS; CDARS; Promnet Repo; IND; Yankee Sweep; Bank Assetpoint; and Residential Mortgage Network services to help manage their balance sheets. They can use Promontory Network services to build multi-million-dollar relationships, reduce collateral requirements, purchase funding, manage liquidity, and buy or sell loans. To learn more, visit promnetwork.com or contact Kevin Hamilton at (866) 776-6426, ext. 3329.

Limits, other terms, and conditions apply. Insured Cash Sweep, ICS, CDARS, IND, Bank Assetpoint, and Yankee Sweep are registered service marks, and Residential Mortgage Network is a service mark, of Promontory Interfinancial Network, LLC. The Promnet Repo service is provided by Assetpoint Financial, LLC, a wholly owned subsidiary of Promontory Interfinancial Network, LLC, and a member of FINRA and SIPC.


Resident Home Funding

George Pakenham
Business Development
100 Lanidex Plaza, 2nd Floor 
Parsippany, NJ 07054
Phone: (917) 972-0060
Website: www.rhfunding.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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


Ridgelogic Development

Dave Hastie
609 Dingens Street
Buffalo NY 14206
Phone: (716) 863-4706
Website: www.ridgelogic.com
Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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. 


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: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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


Roosevelt & Cross, Inc.

John Canty
Sr. Vice President
295 Main Street, Suite 718
Buffalo, NY 14203
Phone: (716) 856-6958
Fax: (716) 856-696
Website: www.roosevelt-cross.com
 E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Joseph Haller
Sr. 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: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

David Wagner
Sr. 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: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

William Welsh
Sr. 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: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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


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: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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


SHAZAM

James P. Ghiglieri, Jr.
Sr. Vice President
6700 Pioneer Parkway
Johnston, IA 50131
Phone: (309) 678-9021
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it
www.shazam.net

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.


Smith & Wilkinson

Cameron Boyd
Partner
71 US Route 1, Suite D
Scarborough, ME 04074
Office: (207) 289-3129
Fax: (207) 221-1230
Website: www.smithandwilkinson.com 
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Chris Kelley
Partner
71 US Route 1, Suite D
Scarborough, ME 04074
Office: (207) 289-3135
Fax: (207) 221-1230
Website: www.smithandwilkinson.com 
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Executive Recruiting: Executive search and recruiting firm for the banking and credit union industries. Experts in delivering high level assets for community and regional banks.


Strategic Resource Management, Inc.

Ben Mrva
Executive Vice President
5100 Poplar Avenue, Suite 2500
Memphis, TN 38137
Phone: (901) 681-0204
Fax: (901) 685-0480
Website: www.srmcorp.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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.


The James Paul Group

Eric Scholnick
Regional Vice President
36 Cherry Hill Ct.
Briarclif Manor, NY 10510
Phone: (914) 671-5600
Website: www.jamespaulgroup.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it  

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

T. Gschwender & Associates, Inc.

Bharpur "Bo" Singh
President & Owner
5795 Widewaters Parkway
DeWitt, NY 13214
Phone: (315) 701-1293
Fax: (315) 701-1296
Website: www.tgschwender-assoc.com
E-mail:  This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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: This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Website:
www.travelers.com

Insurance Services


UHY Advisors, Inc.

Howard Foote
Partner
4 Tower Place, Executive Park, 7th Floor
Albany, NY 12207
Phone: (518) 449-3171
Fax: (518) 449-5832
Website: www.uhy-us.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Accounting Firm: Consulting and Assurance Service


Vanacore, DeBenedictus, DiGovanni & Weddell, LLP

Tom Craven
Specialist
11 Racquet Road
Newburgh, NY 12550
Phone: (845) 567-9000 X209
Fax: (845) 567-9228
Website: www.vddw.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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

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

Volum8 Creative, Inc.

Charles Graham
President
3 Wallkill Ave., Unit C1
Montgomery, NY 12549
Phone: (845) 202-2206
Fax: (253) 669-8568
Website: www.volum8.co
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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.

        •  Consulting; Information Technology; Marketing and Public Relations

Wolf & Company, P.C.

Gerald R. Gagne
Director, Risk Management Services
99 High Street
Boston, MA 02110
Phone: (617) 439-9700
Fax: (617) 423-6229
Website:
www.wolfandco.com
Email:
This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Stephen R. King
Director, Regulatory Compliance
99 High Street
Boston, MA 02110
Phone: (617) 439-9700
Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

John Doherty
Financial Institution Audit and Tax
99 High Street
Boston, MA 02110
Phone: (617) 439-9700
Email:
This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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