Recent Clients

Banking Industry:

M&T Bank

M&T Bank has over $65 billion in assets and is one of the 20 largest commercial bank holding companies headquartered in the U.S. with over 700 branches throughout New York, Maryland, Pennsylvania, Washington, D.C., Virginia, West Virginia, New Jersey, and Delaware.

RBC Bank

RBC Bank serves personal, business and commercial clients in the southeastern United States through more than 270 full-service banking centers, an extensive ATM network, and telephone and Internet banking. As a wholly owned subsidiary of Royal Bank of Canada (NYSE, TSX: RY) since 2001, RBC Bank is part of one the largest financial services companies in North America.

Bank of the West

Bank of the West is a diversified financial services holding company, headquartered in San Francisco, California. It is a subsidiary of BMP Paribas. The Bank has more than 700 banking centers in the Midwest and Western United States.

SanFrancisco Federal Credit Union

San Francisco Federal Credit Union is a community-based financial institution serving the San Francisco community. They are a member-owned financial cooperative established in 1954, with over $653 million in assets and 30,000 members.

State Bank & Trust

State Bank Financial Corporation is a $2.8 billion bank holding company based in Atlanta, Georgia which operates 24 banking offices throughout Metro Atlanta and Central Georgia. The State Bank franchise is primarily the result of ten FDIC assisted acquisitions of failed banks following an equity capital raise of approximately $300 million in July of 2009.

Citizens Banking Corporation

Citizens ranks as the second largest bank holding company headquartered in Michigan with assets of over $7.8 billion. A network of 182 bank offices, private banking and financial center locations, and approximately 190 ATM's throughout Michigan, Wisconsin, and Iowa provide banking convenience to nearly 538,000 households.

Colonial Bank

Colonial Bank formerly a subsidiary of Colonial Bancgroup, Inc., was headquartered in Montgomery, Alabama. Colonial Bank had 346 branches over five states with $26 billion in assets. It was the fifth largest commercial bank in Florida and the 27th largest commercial bank in the USA. In 2009 Colonial Bank was ultimately acquired by BB&T Corporation.

Rabobank

Rabobank, one of the 25 largest banks worldwide with over $600 billion in assets and operations in over 35 countries, is a financial services leader. They provide institutional and retail banking and agricultural finance solutions in key markets around the world.

Fidelity Bank

Established in 1994, Fidelity Bank, a subsidiary of Dearborn Bancorp, Inc. is headquartered in Dearborn, MI.

TCT Federal Credit Union

Established in 1959, TCT Federal Credit Union is a not-for-profit financial institution with over 11,000 members.

Golden 1 Credit Union

The Golden 1 Credit Union is California's leading credit union, with 77 offices, $7 billion in assets and more than 700,000 members.

Redstone Federal Credit Union

Redstone Federal Credit Union is a member-owned, not-for-profit cooperative with over $1.7 billion in assets, 17 branches, 25 satellite/ATM locations and nearly 250,000 members.

CU Conferences

CU Conferences serves thousands of CEOs, Directors, Executives, Committee Members and management staff from credit unions across the country and around the globe with the most targeted credit union management training available.

AG Edwards

A.G. Edwards is a full-service national brokerage firm with nearly 7000 financial consultants in more than 700 offices nationwide and in Europe. As a member of the New York Stock Exchange and all other major stock and commodities exchanges, they are able to help clients with all aspects of investing, saving and financial planning.

Ohio Bankers League/Blythe School of Banking

Ohio Bankers League is one of the strongest and most reputable financial trade associations in the country, linking banks, bankers and industry experts to pool their intellectual and capital resources.

Other Industries:

SAIC

Science Applications International Corporation (SAIC), a Fortune 500 company, now ranks as the largest employee-owned research and engineering firm in the United States. SAIC and its subsidiaries have more than 43,000 employees with offices in over 150 cities worldwide.

Dynetics, Inc

Dynetics is a $200 million company with 925 employees providing full-service engineering. They have expertise in a wide range of technology areas to support the U.S. Government and worldwide industry customers.

UAB Medical School

The University of Alabama at Birmingham (UAB) is a comprehensive, urban university and medical center that encompasses 82 city blocks and has a student enrollment of 16,000. UAB Medical School is home to a world-renowned health care complex, including hospitals and clinics housing internationally renowned patient care programs.

Belzon

Belzon is a $6 million government contractor, providing professional outsourced services to Department of Defense agencies. Services include Information Technology, Project Management and Logistics.

Regal Auto Plaza

Regal Auto Plaza is a multi-brand auto dealership selling new and pre-owned automobiles, as well as operating a collision repair center, in Huntsville, Alabama.

American Red Cross

American Red Cross operates 900 Red Cross chapters and 35 Blood Services regions to help citizens prevent, prepare for and respond to emergencies with over $3.3 billion in operating revenue and net assets of over $2.2 billion.

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