Starting Jan. 4, the eight-person Financial Solutions Group working inside San Dimas, Calif., Western Bridge Corporate FCU had a new employer–Warrenville, Ill.-based Balance Sheet Solutions, an SEC registered broker-dealer and investment adviser.
The team, headed by David Scott, senior interest rate risk consultant and office manager, will remain in San Dimas, serving some 150 credit unions, said Balance Sheet Solutions President Jim Toliver.
"This addition brings real depth to what we can offer credit unions," said Toliver, who added that Balance Sheet Solutions already had a team in Albany, N.Y., focused on risk management. Bringing the Western Bridge employees on board expands Balance Sheet Solution's roster of credit union customers and also gives the company a coast to coast footprint.
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