| Name | Title | Contact Details |
|---|---|---|
Allen Dickson |
VP Marketing Distribution and Analytics | Profile |
Keith Roberts |
Senior Vice President, Head of Architecture | Profile |
Sean Moran |
Information Technology Program Director | Profile |
Bruce Say |
Director of IT Support | Profile |
Copper Financial ("CuFi") is an SEC-registered investment advisor, FINRA-registered Broker-Dealer, and state-registered insurance agency offering a breadth of investment and financial planning services to credit union members across the country. As a wholly-owned subsidiary of CommunityAmerica Credit Union, we understand the importance of meeting your members` unique needs wherever they are in their financial journey. Our fully digital experience and best-in-class technology platform allows members access to their accounts from anywhere at any time, and ensures the advisor and member have more time to focus on what matters—the path to financial peace of mind. Additionally, we are the only credit union-owned Broker-Dealer that offers special needs planning for families, further assisting credit unions in their mission to serve all their members` needs.
Amur Equipment Finance is a nationally ranked Top Five independent equipment finance provider and a Top Twenty vendor channel origination company that customizes programs for a wide variety of suppliers and businesses nationwide.
Fortress Federal Credit Union is a Marion, IN-based company in the Financial Services sector.
optica-ah is a Puebla Mexico, CA-based company in the Financial Services sector.
Based in Chicago, Glenwood Capital Investments, LLC, (Glenwood) has been serving the investment needs of institutional and private clients since 1987. Since 2000, Glenwood has been a wholly-owned subsidiary of the Man Investments division of Man Group,