Financial Services Industry Members

AEGON Financial Solutions Group
PNC Financial Services Group, Inc.
Promontory Financial Group, LLC, Washington, D.C.
Societe Generale Corporate & Investment Banking
State Street Corporation, Boston, MA
Wells Fargo & Co.

 AEGON Financial Solutions Group
Endorsed Vendor
Dawn Farrington, Regional Vice President
Tel: 800-233-4624, x5534
Fax: 518-371-2901
Mobile: 518-569-0466
DFarrington@AEGONUSA.com


Elizabeth Kreamer, Account Manager
Tel: 410-209-5633
Fax: 410-209-5902
BKreamer@AEGONUSA.com

AEGON Financial Solutions Group (AFSG) serves the bank market with innovative loan protection products, reinsurance solutions and related services. For more than 35 years, AFSG has marketed credit insurance and debt protection products, delivered effective marketing services, professional training and support.  We help our partners maximize profitability, reduce cost and improve service.  AFSG is a marketing arm of AEGON Direct Marketing Services, Inc., a division within AEGON, one of the world’s largest life insurance and pension companies. 
AEGON Financial Solutions Group (AFSG) serves the community bank market with innovative loan protection products, reinsurance solutions and related services. The group has been servicing credit insurance for more than 35 years. Our mission is to market the industry’s most innovative insurance programs and deliver effective marketing, and professional training and support to help our partners maximize profitability while reducing costs and improving service.

 PNC Financial Services Group, Inc.
PNC Financial Services Group, Inc.
One PNC Plaza
Pittsburgh, PA 15222
Tel:  (412) 762-2294
Fax:  (412) 762-7399
Website:  www.pnc.com
Email:  denise.knox@pnc.com
Contact:  James E. Rohr, Chairman & CEO

 Promontory Financial Group, LLC
Promontory Financial Group, LLC
1201 Pennsylvania Avenue, N.W.
Washington, DC 20044
Tel:  (202) 662-6980
Fax:  (202) 783-2924
Contact: Phil Pratt, 617-969-4505

Email:
Washington@promontory.com

Promontory Financial Group
is a Washington D.C. based premier consulting and advisory firm for financial services companies throughout the world. Begun in 2001 by Founder and Chief Executive Officer Eugene A. Ludwig, former Comptroller of the Currency, Promontory works to resolve the problems that threaten their clients’ reputations and put their businesses at risk. The firm assists their clients in resolving the most urgent challenges they face today, and help them identify and mitigate the risks that could become problems in the future. Nearly 2000 financial institutions are members of the Promontory Interfinancial Network.  They use CDARS® (pronounced "cedars") and IND® to enhance their profitability, attract large-dollar deposits, or obtain wholesale funding. With CDARS®  – the Certificate of Deposit Account Registry Service® -- banks can offer customers up to $50 million in FDIC insurance, place "excess" deposits with other Network members, and earn fee income, as well as purchase funds at competitive rates (without collateralization or credit limits). With IND®, -- Insured Network DepositsSM  -- banks can tap another wholesale funding option, accessing large blocks of long-term funding ($25 million - $1 billion+) at floating rates. Learn more: http://www.promnetwork.com/

Societe Generale Corporate & Investment Banking
Financial Services Industry Member
1221 Avenue of the Americas
New York, NY  10020
Tel:  (212) 278-5261
Fax:  (646) 519-6141
E-Mail:  clementcollard@sgcib.com
Contact:  Clement Collard, Sales Analyst

Societe Generale is one of the largest financial services groups in the euro-zone. The Group employs 120,000 people worldwide in three key businesses: Retail Banking & Financial Services; Global Investment Management & Services; and Corporate & Investment Banking. Generale ranks among the leading banks worldwide in euro capital markets, derivatives, and structured finance.
 

 State Street Corporation

State Street
Two World Financial Center
225 Liberty Street, 24th Floor
New York, NY 10281

Tel:  (917) 790-4182 

Fax:  (617) 786-2102

Email:  jlindeman@statestreet.com

Contact:  Jennifer Lindeman, Vice President


Serving the specialized needs of sophisticated global investors.

With $9.5 trillion in assets under custody and $1.4 trillion under management*, State Street Corporation is a world leader in financial services. We combine an unwavering client focus with in-depth experience & leading-edge technology to offer an unrivaled breadth of products and services to the global investment community State Street's customers are among the most sophisticated institutional & individual investors in the world, including investment managers, pension plan sponsors, collective investment fund managers, banks, corporations and not-for-profit organizations. As a specialist provider, we work closely with our clients to develop a thorough understanding of their needs. This consultative approach enables us to deliver a comprehensive array of customized solutions that help global investors achieve their business objectives, across all phases of the investment process.

 Wells Fargo & Co.
Wells Fargo Foreign Exchange Service
530 Fifth Avenue
New York, NY 10036
Tel:  (212) 315-7494
Fax:  (212) 220-1929
Email:  jeana.piscatelli@wellsfargo.com
Contact:  Jeana Piscatelli, Vice President & Relationship Manager

Celebrating 150 years in business, Wells Fargo & Co. is a $397 billion diversified financial services company providing banking, insurance, investments, mortgage and consumer finance from over 6,000 financial stores in 23 states, along with being the nation's leading internet banking site.

As the largest domestic correspondent bank, Wells Fargo offers an unmatched array of services for financial institutions and their valued customers. With banking's needs in mind, they are continuously building upon their extensive suite of services to help expand marketing territories without incurring the costs associated with building a complicated banking infrastructure.

By partnering with Wells Fargo, a bank can heighten its ability to surpass the competition and maintain its customers' total relationships. A dedicated Relationship Manager will focus on helping each bank design a solution that enables it to respond to an ever-changing market.

For more information, contact Jeana M. Piscatelli, Correspondent Banking, Wells Fargo & Co., at jeana.piscatelli@wellsfargo.com or (212) 315-7494.

 

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