CLOs on the Move


 
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LEAD3R

LEAD3R is not your typical executive search firm; we help you create a winning formula that unlocks potential at every level of your leadership team, through recruitment, coaching, and advisory services. We are your strategic partner in ensuring your organization flourishes at every level, driving long-term success through the ever-evolving business environment.

Heritage Financial Credit Union

Community. Its where we live and work and grow. Strong communities thrive when people support local jobs and businesses. Thats what Heritage Financial Credit Union is all about. We exist solely to empower and support the financial growth of our people and our communities. We offer all of the full service capabilities as a big bank - checking, savings, loans, online banking and so much more - but we dont pay shareholders. Earnings are put back in the form of lower rates, member dividends, jobs, community support, financial literacy and philanthropy. For over 80 years, weve been helping members achieve their financial goals. Since, 1940, Heritage Financial CU has been a not-for-profit cooperative association. Member accounts are fully insured up to $250,000 by the NCUA. Anyone who lives, works, worships, or goes to school in Orange, Ulster, Dutchess, Rockland, Sussex, or Pike counties can open an account with as little as $0.01. Delivering world-class service through personalized banking...every member, every time. Federally Insured by NCUA • Equal Housing Opportunity • Equal Opportunity Employer • Privacy Policy: https://heritagefcu.com/privacy-notice/

Suffolk Credit Union

Suffolk Credit Union is a financial cooperative located on Long Island, New York, with over 55 years of service to the community. Established in 1967, it operates on a non-profit basis, owned and controlled by its members. The credit union offers a variety of financial services, including checking and savings accounts, personal and auto loans, mortgages, credit cards, and investment services. In addition to traditional banking, Suffolk Credit Union provides financial planning assistance, retirement planning, and insurance services. Members can access their accounts conveniently through online and mobile banking. The credit union is dedicated to community involvement, partnering with local organizations and educational institutions to support development initiatives. With ten branch locations across Long Island, Suffolk Credit Union serves individuals and families in Suffolk and Nassau Counties, focusing on personalized service and financial literacy.

The Pipeline Group

The Pipeline Group is a prominent provider of outsourced sales development solutions tailored for B2B technology companies. Founded in 2017 by Ken Jisser, the company is headquartered in San Jose, California, and has grown to employ between 300 and 410 people. It has been recognized as one of Americas fastest-growing private companies, ranking #415 by Inc. Magazine in 2020. The company operates on a bootstrapped model, generating revenue through private equity partnerships and customer referrals, with reported revenue of $63 million. The Pipeline Group offers an SDR-as-a-Service model, which includes dedicated remote sales teams for lead generation and pipeline acceleration. Their services are supported by proprietary technology that integrates data services and CRM tools, enhancing outreach efforts. They also provide temp-to-perm solutions to help clients manage SDR attrition and offer managed services such as content creation and campaign execution. The company emphasizes high-quality talent and guarantees outcomes based on activity volume and pipeline quality, supporting over 100 active partnerships with private equity firms and technology innovators.