We Wish to Welcome and Thank Our Newest Associate Members
Affordable Equity Partners, Inc.
Mr. Brian Kimes
Executive Vice President
[email protected]
www.aepartners.com
573-424-8811
206 Peach Way
Columbia, MO 65203-4905
Affordable Equity Partners, Inc., provides a full range of investment banking services for those seeking to finance, build, purchase or rehabilitate multi-family housing. Since 1997, AEP has invested in nearly 27,000 homes in more than 500 communities. We serve the growing need for affordable housing across 16 states in 250 cities. AEP has invested and syndicated in approximately $4 billion of tax credits since its inception.
Q5id
Mr. Ryan Curtis
Strategic Development Manager
[email protected]
www.q5id.com
971-380-3663
6799 NE Bennett St.
Hillsboro, OR 97124-5847
Q5id’s patented identity proofing solution significantly mitigates the risk of fraud for financial institutions. Our multi-biometric enrollment process pairs with a comprehensive identity validation check to provide the highest level of assurance for banks and their customers. Rapid customer re-authentication takes seconds and results in greater convenience along with reduced service costs. At Q5iD, we are committed to entrusting individuals with the unique power of a self-managed, sovereign identity.
Fifth Third Bank
Mr. Robert K. Averwater
Executive Director
[email protected]
www.53.com
901-620-5914
6410 Poplar Ave., Ste 151
Memphis, TN 38119-4860
Everyone has different financial goals. Fifth Third Securities offers a selection of investment services and strategies. Your investment professional can guide you through them to help determine the ones that suit current and future needs.
OakNorth Americas (US) Inc.
Mr. George Garnett
Director of Growth & Operations
[email protected]
www.oaknorth.com
203-430-5016
506 Dal Paso Dr.
Robinson, TX 76706-5141
OakNorth is the creator of the ON Credit Intelligence Suite, proven cloud software that is transforming commercial lending with banks around the world. Our customer banks build deeper relationships with their clients, and open new, more profitable opportunities to lend, much more quickly, with lower risk and greater efficiency.
Upgrade Inc.
Mr. Nik Vukovich
Director, Financial Partnerships
[email protected]
www.upgrade.com/institutions
303-210-6954
275 Battery St., Ste 2300
San Francisco, CA 94111-3366
Having facilitated $14 billion in loans with 140 financial partners and a seasoned consumer lending team, Upgrade partners with banks who purchase our facilitated loans — including personal loans, cards and auto refinance loans — to solve for margin compression, balance sheet diversification, excess liquidity deployment and fee income replacement. Our purchasing program incorporates with existing ALM strategies and is flexible with custom credit criteria, national or geographic, no minimum commitment, 30-day average onboarding and loan servicing.
Waller Lansden Dortch & Davis, LLP
Mr. Bruce E. Toppin, III
Shareholder
[email protected]
www.wallerlaw.com
512-685-6400
100 Congress Ave., Ste 1800
Austin, TX 78701-4042
Waller specializes in representing and counseling financial institutions ranging in size from large, publicly-traded banks and bank holding companies to smaller, closely-held community banks to de novo institutions. Our services include bank creation, mergers, acquisitions, divestitures, regulatory and governmental compliance, commercial finance, bankruptcy, electronic payments and fintech, intellectual property, data privacy, cybersecurity, third-party vendor services, troubled bank and problem asset resolutions and litigation and real estate. Waller has 300 attorneys across Texas, Tennessee and Alabama.
NCR
Ms. Corinne Schmidt
Director of Marketing
[email protected]
www.ncr.com
832-308-4180
2050 W Sam Houston Pkwy S
Houston, TX 77042-2079
NCR provides the technology, software and service delivery platforms that RUN self-directed banking at the branch and beyond. What’s more, our network of retail-based ATMs are available to extend your service and brand presence well outside the branch. From nationwide surcharge-free cash access and deposits through Allpoint, brand building programs coast-to-coast and innovative new account access tools, NCR’s network can power a total overhaul of the physical experience, connecting your cardholders to their digital finances in ways that drive your growth and profitability.
Unite Private Networks
Mr. Cliff McDow
VP of Enterprise South
[email protected]
www.uniteprivatenetworks.com
469-504-7828
8111 Lyndon B Johnson Fwy., Ste 600
Dallas, TX 75251-1396
Unite Private Networks provides fiber-optic communications infrastructure services to schools, governments, carriers, data centers, hospitals and enterprise business customers. Service offerings include dark and lit fiber, private line, optical Ethernet, Internet access, FiberVoice and other customized solutions. UPN currently serves over 300 communities across 21 states, with 10,000 fiber route miles and 7,500 end customer sites.
The Omnia Group
Ms. Naomi Viglas
Sales and Marketing Coordinator
[email protected]
www.omniagroup.com
800-525-7117 x1237
3224 S MacDill Ave., Ste 129-308
Tampa, FL 33629
For more than 35 years, Omnia has helped thousands of organizations hire and develop the right talent for their needs. We provide tools, resources and customized services to help leaders hire the best people and develop them to their full potential. Our scientifically valid workforce assessments cover hundreds of specific job benchmarks across a variety of industries including regional and community banking organizations.
ProActive Defense USA
Ms. Susan Carr
Chief Client Officer
[email protected]
www.prodefenseusa.com
310-299-2933
371 Hoes Lane, Ste 200
Piscataway, NJ 08854-4143
ProActive Defense USA offers the country’s premier action-driven, active shooter defense training for the workplace. Action-driven means full participation in live active shooter scenarios where employees practice how to overcome the shock, fear and chaos to survive and assist others. Our certified instructors are from U.S. Intelligence and Counter-Terrorism Agencies, the Armed Forces and advanced Martial Arts disciplines. “The most effective way to train your staff to respond to an active shooter situation is to conduct mock active shooter training exercises.” — USDHS
Finance.Risk.Unified.
Mr. John Drew
President, OnPoint Risk Advisors
[email protected]
www.financeriskunified.com
713-515-1285
166 Menefee St., Ste D119
Hondo, TX 78861
Finance.Risk.Unified. is a software solution that combines comprehensive financial and risk analytics in a highly automated and intuitive platform. Designed for community and regional banks, FRU provides strategic visibility through best-in-class methodologies, allowing banks to focus more energy toward executing strategy, optimizing risk and achieving goals. Built from a collaboration from two Texas-based firms — Sola Analytics and OnPoint Risk Advisors — with decades of banking experience, we’re bankers helping bankers.
Biz2X
Mr. Darren Hecht
SVP of Business Development
[email protected]
www.biz2x.com
212-644-4555
1 Penn Plaza, Ste 4530
New York, NY 10119-4500
Biz2X is the leading digital lending platform, enabling financial providers to power growth with a modern omni-channel experience and best-in-class risk tools. The Biz2X Platform is the natural outgrowth of Biz2Credit’s established platform software that brands like HSBC and Popular Bank have chosen to launch new online lending initiatives. With enhanced loan management, servicing, risk analytics and a configurable customer journey, Biz2X is helping banks like these run their lending operations at scale.