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Ideal Financial Solutions is a leader in personal cash flow management solutions.
Founded in 1992 by CEO/President Marc Gardner, it is headquartered in Troy, Michigan.
The Derivative Path Story After years in the derivatives field, we envisioned a solution to a problem our industry faced. Then we assembled the brightest minds to make a change. We provide a technology-led solution to assist financial institutions and commercial end users in executing and managing their over-the-counter interest rate derivative transactions. The team is comprised of derivative industry veterans who have worked for some of the world`s largest capital market firms such as Wells Fargo (and predecessors Wachovia and First Union), ABN AMRO, Societe Generale, Bank of Montreal, Bank of America, Chase (now JPMorgan Chase), Barclays, U.S. Bank and Westpac Banking Corporation. On the sales and execution front, throughout their careers, the team have been strong contributors to and led derivative sales efforts for major banks. They have also helped establish new derivatives back-to-back hedging programs for numerous small and medium-sized financial institution clients. On the technology front, our team possesses industry leading expertise. Our technology team is headed by a former Head of Technology at Wells Fargo Securities. In addition, the team comprises senior leaders with backgrounds in rates and commodities trading and risk, as well as application development. We have developed a state of the art derivative trading platform, DerivativeEDGE, which we make available to all of our clients. This platform helps us automate key aspects of our clients` trading operations and the tasks necessary from a trade servicing standpoint as well. The platform provides a regional/community bank the confidence to operate a hedging program vis-à-vis the requirements of its regulators/auditors.
Headquartered in Spokane, Washington, AmericanWest Bank, a subsidiary of AmericanWest Bancorporation (NASDAQ: AWBC), operates more than 43 full-service financial centers throughout Central and Eastern Washington and Northern Idaho.
Spartan Capital`s respected team of investment banking professionals helps our clients to grow assets through portfolio construction and investment diversification, often presenting alternative investments to our clients to ensure long-term growth opportunities and a balanced investment strategy. Whether planning for retirement, acquiring property or expanding a business, we listen and we understand—every decision requires sound advice to keep your money growing, your risks managed and your tax liability at a minimum. In addition to expertise identifying and managing equities and fixed income products, Spartan Capital offers to select clients: investment banking, mergers and acquisitions, corporate finance and private equities.