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In its capacity as a Community Development Financial Institution (CDFI), Forward Community Investments (FCI) builds stronger and healthier communities by providing loans, advising and grants to mission-based organizations that address the root causes of racial inequities and socioeconomic disparities and support initiatives that improve equity and make positive change possible. Our Vision is an equitable and inclusive Wisconsin built on cooperative social action. Our Mission is to act as an investor, connector and advisor for organizations and initiatives that reduce socioeconomic and racial disparities throughout Wisconsin. Our Values: integrity, partnership, authenticity, love, racial justice, equity, diversity, accountability. Since 1994, FCI has supported Wisconsin-based projects and programs by providing loan capital, financial expertise and organizational capacity building for: affordable housing, community facilities and economic development initiatives. We have lent more than $188 million to hundreds of mission-driven organizations, making a difference in the lives of more than 700,000 people.
Groupworks Financial Corp. is a Markham, ON-based company in the Financial Services sector.
Merriman Holdings, Inc. is one of the leading companies in Financial Services industry. Merriman Holdings, Inc. is based in San Francisco, CA. You can find more information on Merriman Holdings, Inc. at www.merrimanco.com
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.
Benchmark Federal Credit Union is a West Chester, PA-based company in the Financial Services sector.