CLOs on the Move


 
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Union Advisors

Strategic growth advisor to FinTech and Wealth Management organizations

MVB Bank

During its 20-plus-year history, MVB Bank has grown from a community bank with 35 employees to a forward-thinking, NASDAQ-listed, Russell 2000® company with more than 400 Team Members living in more than 25 different states. Headquartered in Fairmont, West Virginia, MVB Bank and the Banks subsidiaries, the MVB Community Development Corp., Chartwell Compliance, Paladin and Trabian, provide financial services to individuals and corporate clients in the Mid-Atlantic region and beyond. MVB Financial Corp., the holding company of MVB Bank, is publicly traded on The Nasdaq Capital Market under the ticker "MVBF."

Excellus BCBS

Excellus BlueCross BlueShield, a nonprofit independent licensee of the BlueCross BlueShield Association, is part of a family of companies that finances and delivers vital health care services to about 1.5 million people across upstate New York. Excellus BlueCross BlueShield provides access to high-quality, affordable health coverage, including valuable health-related resources that our members use every day, such as cost-saving prescription drug discounts and wellness tracking tools. To learn more, visit excellusbcbs.com.

Your CFO to Go

Founded in 1999, YourCFOtoGo has provided services ranging from daily bookkeeping to executive-level advisory and consulting to clients in various industries. Although we have grown exponentially since our inception, our commitment to excellence is now and always will be the core of our business model.

Healthcare Benefit Trust (HBT)

HBT is a not-for-profit health and welfare trust that provides group health and welfare benefits on behalf of participating employers for nearly 265,000 eligible employees, their eligible dependents, and beneficiaries employed in health care and social services in British Columbia. The primary benefits provided by HBT are Group Life, Accidental Death & Dismemberment (AD&D), Weekly Indemnity, Long Term Disability (LTD), Extended Health, and Dental. HBT ensures these benefits are administered in accordance with provisions and plan design negotiated by HEABC, CSSEA, and single-site collective agreements.