Financial Services

Financial Services

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
ICBA Securities
ICBA Securities
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CBA Diamond Level Preferred Service Provider
775 Ridge Lake Blvd., Ste. 175
Memphis, TN 38120
Mr. Jim ReberMr. Jim Reber
Work Phone: 901-762-5880901-762-5880
800-422-6442800-422-6442
ICBA Securities provides a full suite of investment products and services for community banks through its exclusive broker, Vining Sparks.
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IntraFi Network
IntraFi Network
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CBA Gold Level Preferred Service Provider
1300 N. 17th St., Ste. 1800
Arlington, VA 22209
Mr. Danny CapitelMr. Danny Capitel
Work Phone: 703-292-3400703-292-3400
Promontory Interfinancial is now IntraFi Network. Having built the largest bank network of its kind, we help community banks attract and maintain valuable customer relationships, grow reciprocal deposits, manage liquidity and generate fee income.
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Reich & Tang
Reich & Tang
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1411 Broadway, 28th Floor
New York, NY 10018
Mr. Ward RiceMr. Ward Rice
Work Phone: 212-830-5362212-830-5362
ASSOCIATE
Reich & Tang is a deposit and liquidity specialist providing flexible balance sheet management and funding solutions to banks.
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Raymond James and Associates
Raymond James and Associates
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3050 Peachtree Rd
Atlanta, GA 30305
Mr. John M. SillayMr. John M. Sillay
Work Phone: 404-240-6789404-240-6789
ASSOCIATE
With more than 40 years of proven performance, Raymond James is well respected for our full service Fixed Income Platform.
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Upgrade, Inc
Upgrade, Inc
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275 Battery St, 23 Fl
San Francisco, CA 94111
Mr. Jim QuinnMr. Jim Quinn
Work Phone: 415-940-7688415-940-7688
Upgrade is a digital marketplace lender having facilitated origination of ~$3 billion in personal loans since inception. We partner with community banks to give them access to prime consumer assets, customer base growth as well as digital solutions.
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Mauldin & Jenkins
Mauldin & Jenkins
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CBA Silver Level Preferred Service Provider
200 Galleria Pkwy SE, Ste. 1700
Atlanta, GA 30339 5946
Mr. Ron MitchellMr. Ron Mitchell
Work Phone: 770-955-8600770-955-8600
ASSOCIATE
Mauldin & Jenkins, LLC provides a full range of services including audit, tax, internal audit, risk management, compliance, loan review, information technology and consulting advice throughout the Southeast.
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Securitas Financial Services, Inc.
Securitas Financial Services, Inc.
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P.O. Box 398
301 E Marion Ave
Nashville, GA 31639
Mr. Frank SuttonMr. Frank Sutton
Work Phone: 229-686-3598229-686-3598
ASSOCIATE
Securitas Financial develops innovative financial solutions and supports their clients with extraordinary service.
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The Burke Group
The Burke Group
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2839 Paces Ferry Rd SE
Suite 840
Atlanta, GA 30339
Mr. Drew StellingMr. Drew Stelling
Work Phone: 404-835-0214404-835-0214
ASSOCIATE
The Burke Group provides community banking services including M&A advisory, fairness opinions, capital raising, debt restructuring, strategic planning, and private company valuations.
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Spectrum Financial Network, Inc.
Spectrum Financial Network, Inc.
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7274 Mt. Zion Blvd.
Jonesboro, GA 30236
Mr. Lindy RogersMr. Lindy Rogers
Work Phone: 770-603-9610770-603-9610
ASSOCIATE
Spectrum provides total support of community banks, SBA and USDA, government guaranteed loan departments including formation, marketing, loan application preparation, and secondary market sales and service.
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Community Lending Partners
Community Lending Partners
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2964 Peachtree Road, NW
Suite # 510
Atlanta, GA 30305
Mr. William MullallyMr. William Mullally
Work Phone: 470-355-2188470-355-2188
ASSOCIATE
Community Lending Partners is focused on providing loan syndication services for community based financial institutions nationally.
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Performance Trust
Performance Trust
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3290 Northside Parkway, NW, Suite 800
Atlanta, GA 30327
Mr. Jeff AdamsMr. Jeff Adams
Work Phone: 404-848-1571404-848-1571
ASSOCIATE
Performance Trust Capital Partners, LLC is committed to helping financial institutions improve their long-term performance and deliver shareholder value.
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USDA - Department of Rural Development
USDA - Department of Rural Development
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355 E. Hancock Ave., Stop #305
Athens, GA 30601
Ms. Karen DavisMs. Karen Davis
Work Phone: 706-552-2559706-552-2559
ASSOCIATE
We are committed to helping improve the economy and quality of life in rural America. Through our programs, we help rural Americans in many ways.
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Bankers Healthcare Group
Bankers Healthcare Group
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CBA Gold Level Preferred Service Provider
201 Solar St.
Syracuse, NY 13204
Mr. Brian MullettMr. Brian Mullett
Work Phone: 315-663-1121315-663-1121
ASSOCIATE
Since 2001, Bankers Healthcare Group has provided loan products to a network of over 1,000 banks, nationwide.
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Warren Averett, LLC
Warren Averett, LLC
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CBA Platinum Level Preferred Service Provider
6 Concourse Parkway
Suite 600
Atlanta, GA 30328
Ms. Lisa BerryMs. Lisa Berry
Work Phone: 770-396-1100770-396-1100
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