Balance Sheet Solutions

Investment Bank/Securities Brokerage - Warrenville, IL, US

Balance Sheet Solutions Employees
John Almeida

Institutional Fixed Income Sales Representative

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Tom Slefinger

Senior Vice President, Director of Institutional Fixed Income Sales

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Balance Sheet Solutions Details

Alloya Investment Services is a member FINRA/SIPC and provides a wide range of services to credit unions. These services include interest rate risk reporting, non-maturity deposit analysis and portfolio analytics. Through its financial product sales group, credit unions can purchase marketable securities and jumbo certificates. Alloya Investment Services is headquartered in Naperville, Illinois.*Alloya Investment Services is a division of Alloya Solutions, LLC. - a wholly owned CUSO of Alloya Corporate FCU. SimpliCD is a product offered by Alloya Investment Services' partnership with Primary Financial. Broker-dealer transactions are facilitated through Credit Union Investment Solutions, LLC (ISI), member FINRA/SIPC.

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Employees: 20 - 49
HQ: 626-543-1771
Location: Warrenville, IL, US
Revenue: 20 - 50 Million
Investment Bank/Securities Brokerage Management Investment Open-ended

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