CLOs on the Move


 
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Executives

Name Title Contact Details
Jason Quan
Director Of Compliance Profile

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Liberty Federal Credit Union

About Liberty Federal Credit Union Liberty Federal Credit Union is a member-owned financial institution focused on returning value through innovative products and services. Liberty has been recognized on a state level by Forbes as one of Indianas best financial institutions. In recent years, the credit union has also received acclaim on a national level, including being named the nations Best Credit Union for Checking by Investopedia in 2021 and appearing on Newsweeks list of Americas Best Banks in 2022. Among Liberty FCUs most innovative products is its Vertical Checking. This free checking account offers a high interest rate of 3.30% APY on balances up to $20,000, plus reimbursement for usage fees paid when using any ATM worldwide up to $15 per month. However, Liberty Federal Credit Union similarly excels in providing value through better loan options for borrowers. For instance, the credit union offers an uncommonly wide variety of mortgage options to ensure the best fit for its members. According to the American Credit Union Mortgage Association, Liberty FCU was the Midwests top credit union in 2021 total first mortgage originations. Nationally, we ranked eleventh. Headquartered in Evansville, Indiana, Liberty FCU offers a wide footprint of branch locations throughout southern Indiana, western Kentucky, and the Greater Nashville area in Tennessee. However, the credit union currently serves more than 270,000 members across all fifty states and at least eight countries.

Sycamore Specialty Underwriters

Sycamore is a specialty wholesale broker, focusing on hospitality, cannabis, energy and niche personal lines dwellings. Sycamore Specialty Underwriters started its wholesale broker operations in 2014. Partnering with insurance companies around the country, Sycamores goal is to make sure agents seeking specialized products have a one stop-shop to finding coverage for their clients.

MTech

Since 1975, MTech has been an integral part of the sewer, street, and safety industries. We have built our reputation on excellent service and outstanding products. Our customers are our number one priority, and our staff of experienced sales and service experts are reachable 24/7 for your convenience. From sales, to service; from training, to parts – we are constantly striving to be the complete solution to all of your sewer, street, and safety needs. The Cues sewer inspection systems, GapVax combination cleaning trucks, and Global and Johnston street sweepers are the heart and soul of our product lineup. We are also very proud to represent the Maintainer service truck bodies and cranes and the Holder municipal tractors, as well as the Pipehunter and DynaVac sewer product lines. In addition, we offer a wide variety of gas detection, fall protection, confined space, utility locating, and general sewer equipment to help fit your specific needs. We have partnered with some of the most reputable brands in the sewer industry such as Ridgid, Stoneage, Advanced Workhorse, and Southland Tool. The same can be said for our safety equipment manufacturers; which include the likes of RKI, French Creek, DBI, and Pelsue. Our ever expanding product line has allowed us to continue to grow as a company to better support our customers.

GSB

GSB, formerly known as Guilford Savings Bank, is a mutual financial institution based in Connecticut, established in 1875. With over 145 years of experience, GSB has expanded from a single branch to eight locations, managing nearly $1 billion in assets. The bank focuses on community-oriented banking, emphasizing personalized service and long-term relationships with clients. GSB offers a comprehensive range of personal and business banking solutions. Their services include digital banking for real-time account management, tailored business banking for small to medium enterprises, and personal banking options such as checking and savings accounts, loans, and mortgages. The bank also provides specialized tools like online account opening and financial education resources. As a mutual bank, GSB reinvests its profits into community development and employee benefits, reflecting its commitment to local businesses and the shoreline communities of Connecticut. The bank promotes a culture of integrity and collaboration, ensuring that clients have direct access to staff and customized financial strategies. GSB continues to invest in digital innovation while maintaining a strong local presence.