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ABG Services, Inc.
AEGON Financial Solutions Group
The LeFrak Trust Company
Lehman Brothers Trust Company, N.A.
PNC Financial Services Group,
Inc.
Promontory Financial
Group, LLC, Washington, D.C.
PULSE
Rockefeller & Co, Inc.
State Street Corporation, Boston, MA
Wells Fargo & Co.
ABG Services Inc.
Dominick
A. Gallelli, Partner
751-2 Coates Avenue, Holbrook, NY 11741
Tel: (800) 807-3447 ext. 202
Fax: (631) 468-5100
E-mail:
dominick@abg-services.com
Website:
www.abg-services.com
ABG Services,
Inc. provides liquidity alternatives to over a thousand FDIC member
banking institutions to accommodate their funding and investing needs.
With more than 75 years of banking experience, ABG’s Funding Specialists
have designed a series of programs to support institutions looking to
broaden their deposit base as well as institutions that are experiencing
a funding surplus. Our experienced staff works closely with you to
address both sides of the balance sheet, providing Funding Managers with
several cost-effective deposit alternatives ranging from core-like
deposits with financial and municipal institutions to more sophisticated
structures that can be customized to fulfill your specific demands,
while Portfolio Managers can optimize yield performance through a series
of investment platforms personalized to fit their distinct investment
objectives. All in all our programs are designed to compliment your
deposit and investment sources, increase profit margin and support your
asset & liability management strategies.
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
Will LaRue, Account Manager
Tel: 410-209-5633
Fax: 410-209-5902
WLarue@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.
The LeFrak Trust Company
Financial Services Member
1007 North Orange Street, Suite 210
Wilmington, DE 19801
Tel: (302) 656-2390
Fax: (302) 656-2392
Contact: Harrison T. LeFrak, Chief Executive Officer
Email: hlefrak@lefrak.com
Contact: Deborah A. Dolan, Senior Trust Officer
Email: ddolan@lefraktrust.com
Lehman Brothers Trust Company, N.A.
919 Market Street, Suite 506
Wilmington, DE 19801
Tel: (302) 830-4342
Fax: (646) 834-0126
Website: www.lehman.com
Email: dherrmann@lehman.com
Contact: David L. Herrmann, President
At Lehman Brothers, we believe that our clients —
whether institutions, individuals, or families — require more than the
right advice, investments, and services. Our clients also require a
profound and fundamental commitment to their long-term success. That is
the extra value we provide. This commitment, built into the fabric of
our culture and our organizational structure, provides access to the
experience and expertise of all our people. It can be seen in our drive
to create exciting investment opportunities and innovative solutions. It
is reflected in the significant ownership position that our employees
hold in our Firm. It is underscored by the fact that our employees, and
the Firm itself, often invest in the same products as our clients,
demonstrating that our mutual interests are aligned.
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: d.jones@pnc.com
Contact: David E. Jones, Managing Director
PNC has built a comprehensive platform to service the
various needs of its clients in the financial services
sector. PNC's Financial
Institutions Group is an experienced team of professionals
dedicated to helping financial institutions better manage
assets, risks and operations. From fixed income securities,
derivatives and structured products, to credit, foreign
exchange and treasury management, PNC offers extensive
practical experience, industry best practices and high
quality delivery of service. You can also take advantage of
PNC's asset-liability management expertise by leveraging
unique balance sheet and portfolio analytic tools.
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/
PULSE
7 Castlegate, Ballston Lake,
NY 12019
Tel: 518-877-8811 or 1-800-420-2122
Fax: 518-877-8822
Contact: Matt Garabedian,Senior Manager, Business Development
Email:
mgarabedian@pulse-eft.com
Website:
www.pulse-eft.com
For PULSE association
questions contact:
Denise Stigge,
Vice President, Association Relations
PULSE
1301 McKinney, Suite 2500, Houston, TX
77010
P: 832-214-0181 or 1-800-420-2122
F: 832-214-0333
Email: dstigge@pulse-eft.com
PULSE is one of the nation’s leading
ATM/debit networks, currently serving more than 4,500 banks, credit
unions and savings institutions across the country. PULSE is owned by
Discover Financial Services (NYSE: DFS). The network links cardholders
with more than 265,000 ATMs, as well as POS terminals at retail
locations nationwide. The company is also a valued resource for
industry research related to electronic payments and is committed to
providing its participants with education on
evolving products, services
and trends in the payments industry.
Rockefeller &
Co, Inc.
30 Rockefeller Plaza
New York, NY 10112
Contact: Loraine B. Tsavaris, Managing Director
Tel: 212-649-5876
Email: ltsavaris@rockco.com
You’re driven. You’re successful. And you’re not done yet. Like John D.
Rockefeller, you dream bigger than most. For yourself, for your family,
or for the endowment, foundation or fund you advise. That’s where we can
help. Privately owned and independent, we offer forward thinking,
unconflicted advice, a results-driven culture and sophisticated
solutions for managing the wealth – and furthering the dreams – of ultra
high-net-worth individuals, families and institutions of all sizes.
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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