Associate Member Listing

Form

 

21st Century Financial Services   
Mickey Brown
(512) 225- 9303

Abrigo
Jill Cacic
(512) 279-5715                              

Aldrich & Bonnefin, PLC 
Mark Aldrich
(949) 474- 1944                                                                                  

Alkami Technologies
Allie Cawyer
(469) 573- 4120

Apiture
Ashley Conne
(480) 201- 4872

AQUAOSO Technologies PBC
Mark Jackson
(203) 788-9586

Atlas Hospitality Group
Justin Myers
(949) 622- 3403

AuditOne, LLC
Celeste Burton 
(818) 425-3109

Baker Hill
Kayla Schaefer
(317) 814-1258

Banc Intranets, LLC
Mark Anderson
(423) 926-8527

BancLeasing, LLC
Mark Buchanan
(214) 778-1840

Bank Compensation Consulting
Kathy Smith
(972) 781-2020

Bank Financial Services Group
Patty Sprunt
(951) 924-2472                                                                                              

Banker Benefits
(916) 4384400

Bankers Healthcare Group
James Crawford
(315) 671-4134

BDO USA, LLP
Paul Bridge
(509)462-8934 

Berkley FinSecure
Peter Verretto
(206) 802-3076

BKD CPA’s & Advisors
Bud Hollenkamp
(417) 831-7283

Blanchard Consulting Group
Mike Blanchard
(678) 461- 9014

Boutin Jones, LLC
Jarrod Burch 
(916) 321- 4444

Buchalter
Barry Smith
(213) 891-5061

BuckleySandler LLP
Jeremiah Buckley
(202) 461- 2925

Built Technologies
Dani Condon
(610) 322- 4347

Capco
Jason Spelliscy
(208) 258 1930

Carpenter & Company
Edward Carpenter
(949) 261-8888

CDC Capital Markets
Tony Barengo
(619) 243-8629

CEIS Review, Inc.
Justin Hill 
(888) 967- 7380

Center for Practical Management
Kris Rocky
(320) 291-9025

Chatham Financial
Ben Lewis
(720) 221-3510

Chrisman & Company
Timothy Chrisman
(213) 620-1192

Comcast Business
Zeric Sigmon, Jr
(925) 371-3598

Computer Services, Inc.
Jenna Stephenson
(512) 275-2543

CoNetrix
Kellie Hill
(806) 687-8600

Cook Security Group 
Elizabeth Wetzel
(844) 305-2665

Corrigan & Company
Sean Conroy
(425) 330-1144

Covington & Burling LLP
Michael Reed
(202) 662-5988

Crowe, LLP
Mike Van Duyn
(916) 492-5136 

D.A. Davidson & Co.
Rory McKinney
(310) 500-3865

Darling Consulting Group
Mark Haberland
(508) 237- 2473

Datarim, Inc.
William McClure
(425) 558- 2413

DefenseStorm
Robin Mace
(404) 931-7450

Dinsmore & Shohl LLP
John Bowman
(202) 372-9107

DocFox, Inc.
Ryan Canin
(650) 334-6213

Dorsey & Whitney LLP
Joseph Lynyak
(202) 442-3515

Duane Morris LLP
Arthur Coren
(213) 689-7460

EBS
Jeffrey Peterson
(415) 733-6540 

ECL Software
Joseph Patterson
(800) 625-5972

Eide Bailly LLP
Gary Smith
(303) 586-8510

Elan Advisory Services
Beth McGinty
(360) 325-3940

Elliot Cove Capital Management
Ralph Chiocco
(206) 267- 2683

Empyrean Solutions
Chris Maclin
(617) 956-2041

Equias Alliance
Clark Struve
(831) 373-4614

EnableSoft, Inc.
Becky Capostagno
(407)233-2602

EW Business Partners, Inc.
Sandra Dickerson
(925) 249-9740

Extraco Consulting
Lindsay Green
(245) 751-8842

Federal Home Loan Bank of Des Moines
John Biestman
(515) 281- 1000

Federal Home Loan Bank of San Francisco
Amy Stewart
(415) 616-2605

Fig Partners, LLC
Lauren Jones
(404) 601-7212

Financial Guaranty Insurance Brokers
Francis Joseph Scully, III
(626) 793-3330

Financial Services Advisory Partners, LLC
Darren Graeler
(714) 330-9324

Finastra
Karen Soll
(503) 866-4066

FIS
Jamie Gaeth
(414) 357-5638

Fiserv
Sam Allam
(845) 514-5270

FPS Gold
Matt DeVisser
(800) 272-4653

Frandzel Robins Bloom & Csato, LC
Patricia Trendacosta
(323) 852-1000 x203

Freddie Mac
Deah Shaw
(202) 434- 8616

FTN Financial
Trae Winston
(901) 435- 7988

Gerrish Smith Tuck PC
Phillip Smith
(901) 767-0900

Goodwin Procter LLP
William Mayer
(617) 570-1534

Grant Thornton LLP
Chanson Ho
(213) 596-8419

Guardian Analytics
Eric Tran-Le
(650) 383-9200

Harland Clarke
Karen Alvarez
(714) 562-9185

Hogan Lovells LLP
Richard Schaberg
(202) 637-7179

Holman Capital Corporation
Lance Holman
(949)981-0237 

Hopkins & Carley – A Law Corporation
Ross Adler 
(408) 299-1302

Hyosung
Julie Fuller
(469) 841-4563

Hypur, Inc. 
Todd Fuller
(832) 656- 9401

IBIS Insurance Services, Inc.
Justin Corey 
(480) 663- 3778

InterWest Insurance Services, Inc.
Richard Pratt
(916) 488-3100

IntraFi Network
Steve Skinner 
(703) 292-3445

IP Services
Mark Allers
(503) 705-4778

Jack Henry & Associates, Inc.
Joel Thomas 
(417) 235-6652

Keefe, Bruyette & Woods, Inc.
Meliza Manag
(415) 591-5020

Keesal, Young & Logan
Sandor Mayuga
(562) 436-2000

The KeyState Companies
Josh Miller
(702) 598-3738

King, Holmes, Parterno & Soriano LLP
Keith Holmes
(310) 282-8932

Kraft Opich, LLP
Martha Opich
(916) 880-3040

Lane Powell PC
Kenny Haglund
(503) 778-2148

Manatt, Phelps & Phillips, LLP
Thomas Phelps
(714) 371-2520

MANTL
Mike Bosserman
(646) 791- 1757

Mark Boomgaarden CPA, LLC
Mark Boomgaarden
(507) 931- 7914

MasterCard Worldwide
Patrick Dwyer
(914) 249-3056

Miller Starr Regalia
Karl Geier
(925) 935-9400

ModusBox
Brad Allen
(425) 591-3373

Moody’s Analytics
Shayne Tobaben 
(402) 344-5246

Morrison & Foerster LLP
James McGuire
(415) 268-7000

Moss Adams LLP
Derek Criswell 
(209) 955- 6134

Nationwide Real Estate Tax Service, Inc
Scott Byorum
(707) 528-7852

NatureTrak
Dan Fowkes
(503) 314-4348

nCino
Patrick Harris
(910) 471- 0151

Newcleus, LLC
Amy Feminella
(267) 291-2130

Newgen Software Technologies 
Ashish Deshmukh
(703) 439- 0703

Next One Staffing
Ryan Buxbaum
(707) 328-3360

Norton Rose Fulbright
Michael Keeley
(214) 855-3906

Office Depot
Jim Hudson
(208) 719-0002

Onovative
Cynthia Glover
(866) 380-4816

Orion Credit Solutions
Tiffany Palmer
(303) 710-4416

Parker, Milliken, Clark, O’Hara & Samuelian PC
Larry Ivanjack
(213) 683- 6500

PayNet, Inc.
Kyle O’Grady
(847) 745- 6124

Pearl Meyer & Partners
Dan Wetzel
(213) 438-6515

Perficient
Bo Berg
(949) 647-9732

Pillsbury Winthrop Shaw Pittman LLP
Rodney Peck
(415) 983-1516  

Piper Jaffray & Co.
Kalan MacGinley
(415) 616-1616

PMA Funding
Todd Terrazas
(630) 657-6459

Prelim
Heang Chan
(415) 405- 5969

Prenovost Normandin Bergh & Dawe, APC
Thomas Prenovost, Jr.
(714) 547-2444

PULSE A Discover Company
Jim Foster
(303) 993-4701

Q2
Janine Kasper
(512) 560- 3674

Raymond James
Aaron DiRusso
(646) 696-8760 

Reich & Tang, LLC
Tim Kotsmith
(212) 830- 5360

Reliable IT
Mike McWilliams
(303) 908-5444

Risk Management Group of Mazars USA LLP
Janice Ballester
(949) 348-7370 x2

RLR Management Consulting, Inc.
Ruth Razook
(760) 200-4800

RSJ/Swenson LLC
Eric Swenson
(310) 429-3110

RSM US LLP
Dan Shumovich
(626) 405-4287 

S&P Global
Claiborne Kitchin
(617) 530-8139

Sandler O’Neill + Partners, L.P.
Joel Comer
(415) 978-5001

Severson and Werson
Drew Elliott
(415) 677-5542

Shazam, Inc.
Jason Lesteberg 
(866) 330-9063

Shield Compliance
Brian Storey
(425) 276-8238

SmartStream Technologies
Michael Drumm
(415) 418-8231

StandardC, Inc
Robert Mann
(415) 793-4156

StrategyCorps
Emily Harrington
(707) 548-0348

Squar Milner LLP
Adam Bullock
(949) 222-2999

Standard & Poor’s Financial Services Ratings 
Joshua Buksbaum
(212) 438-2089

Stephen’s, Inc
Jimmy Troy
(415) 548-6902

Strategic Resource Management, Inc. (SRM)
Ken Hayes
(815) 899-1104

Strunk, LLC
Mike Sobba
(800) 728-3316

Stuart Moore Staub
John Stuart
(805) 545-8590

Syntellis Performance Solutions
Jeff Wildenthaler
(847) 441- 8780

Texas Capital Bank
Sally Hazen
(213) 280-0888

The Invictus Group
George Dean Callas
(718) 219-0441

The KeyState Companies
Hillary Frei
(702) 598- 3738

Thomson Reuters
Laurie Barthol
(763) 326-7062

Turner Warren Hwang O’Connor AC 
Kian Moshirzadeh
(800) 774- 1717

UMS Banking   
Lea Terzian
(800) 324-8323 ext.106

Vavrinek, Trine, Day & Co. LLP
Ron White
(909) 466-4410

Verafin
Serena Pike
(877) 368- 9986

VISA USA Inc.
Paul Russinoff
(650) 432- 3200

Vitex, Inc.
David Powell
(704) 663-2544

Wilshire Finance Partners 
Donald Pelgrim
(310) 736-1370

Windsor Mortgage Solutions
Tyrel Kool
(605) 271-1921

Wipfli LLP
Mary Boortz
(715) 858-6677

WolfPAC Integrated Risk Management
Joe Romanello
(617) 261-8195

Wolters Kluwer® 
Jim Mallett
(800) 397-2341
James.Mallett@wolterskluwer.com

Woodside Credit Financial
Mitch Shatzen
(949) 717-5100

Wright, Finlay & Zak, LLP
T. Robert Finlay
(949) 477-5056

Please enter the legal name of the organization with correct case and punctuation.

Please enter your corporate or headquarters address.

Please provide your company BIO (About us)