Daily Rates | TranZact Login | Financial Reports

Home
Home

Search  
Untitled Document

BROKERAGE SERVICES


Brokerage Services Overview | Brokerage Services Team | Brokerage Services FAQs | Contact Brokerage Services


BROKERAGE SERVICES TEAM

Mike McGinnis - Director of Investment Sales
Mike McGinnis joined Southwest Corporate Investment Services (SCIS) in 2004. As the Director of Investment Sales for SCIS he coordinates the marketing and sales functions of all Southwest Corporate Investment Services products throughout the country. Mike brought twelve years of investment experience with him to Southwest Corporate, seven of which have been in the credit union industry. Throughout his time within the credit union movement, he has served in numerous capacities and maintains relationships with credit unions throughout the nation.

Mike holds a BA in Economics from Southeastern Louisiana University, a Masters of Accounting Degree from the University of Texas at Dallas, and has both FINRA Series 7 and 63 licenses.

Contact Mike McGinnis at extension 7856.



Al Schiliro - Senior Investment Officer
Al Schiliro is a Southwest Corporate Senior Investment Officer. Al is an experienced fixed-income specialist with over 20 years experience working with investments. Al has acted as a bond trader, investment analyst, and in a variety of management capacities throughout his career.

Before coming to Southwest Corporate, Al was an officer and Registered Principal for Primary Financial Co., LLC (PFC). PFC is one of the largest CUSOs and a provider of the nationwide SimpliCD program. Al was an integral part of the senior management team that created, started and established the SimpliCD program and the brokerage and securities division of PFC. While with PFC, he worked with credit unions and other institutional investors utilizing his skills in analysis and investment identification to direct clients through different investment scenarios.

Allen's education includes two undergraduate degrees, an MBA, a Graduate Certificate in Financial Analysis, and training from the New York Institute of Finance in Investment Analysis and Portfolio Management. Allen is also a member of The Global Association of Risk Managers (GARP). He also holds FINRA Series 7 and 63 licenses.

Contact Al Schiliro at extension 7852.



Andrew Swoger - Senior Investment Officer
Andrew Swoger joined Southwest Corporate in March of 2004 as a Senior Investment Officer specializing in Share Certificates and other structured products. In November of 2005, he became a Southwest Corporate/ISI broker.

During his time with Southwest Corporate, Andy assisted over 500 credit unions with their investment needs. He is an experienced fixed income specialist; assisting credit unions of all asset sizes to establish diversified investment portfolios to meet their Investment and A/LM policies while maximizing investment income. Being a previous owner of an investment firm; Andy is well versed in the risk/ reward relationship of managing a successful investment portfolio.

A finance graduate at Kent State University, Andy currently holds the FINRA Series 7 and Series 63 licenses.

Contact Andrew Swoger at extension 7888.

Investment Solutions, Inc. (ISI) is a subsidiary of US Central, a registered, licensed broker-dealer regulated by the SEC, a member of the FINRA, SIPC insured, and is offered by Southwest Corporate Federal Credit Union.

Dan Abdill - Senior Investment Officer
Dan Abdill helps credit unions across all asset classes meet their investment and balance sheet objectives through the placement of funds in Southwest Corporate investment products, marketable securities through Investment Solutions, Inc. (ISI), and jumbo CDs through SimpliCD. Dan is based in Southwest Corporate’s Portland office.

Prior to joining Southwest Corporate, Dan served two years as a consumer loan officer with LoansToday®, a CUSO of the Oregon Credit Union League (now known as the Oregon Credit Union Association).

Dan attended Southern Oregon State College and the University of Oregon, and he currently holds FINRA Series 7 and Series 63 licenses.

Contact Dan Abdill at 971.244.6364.

Investment Solutions, Inc. (ISI) is a subsidiary of US Central, a registered, licensed broker-dealer regulated by the SEC, a member of the FINRA, SIPC insured, and is offered by Southwest Corporate Federal Credit Union.

Deanna Edwards - Investment Officer/Operations Specialist
Deanna Edwards joined Southwest Corporate in November 2003 as an investment assistant and has since earned a promotion to Investment Officers and Operations Specialist.

Deanna entered the investment industry in February 1973 with an extensive operational and trading background. Before joining Southwest Corporate, she spent six years managing the commission and registration department for a Dallas regional broker/dealer which employed 200 to 300 independent representatives. Then she spent fourteen years on the trading desk with a Houston regional institutional bond firm. Prior to that, she spent a year in the trust department of a local Houston bank with some time spent in the accounting department. Deanna began her career as a margin clerk with Merrill Lynch and E.F. Hutton.

Contact Deanna Edwards at extension 7854.



Jeff Martin - Senior Investment Officer
Jeff Martin joined Southwest Corporate in October 2003 as a Senior Account Executive focusing on Term Investments. Jeff was instrumental in the introduction of the SimpliCD product. In October of 2004, he became a broker with Southwest Corporate before partnering with Investment Solutions, Inc. (ISI) in November of 2005.

Jeff entered the banking and investment industry in 1986. Serving both institutional and private investors, Jeff has extensive experience in fixed income and equity securities trading and management. Before joining Southwest Corporate Investment Services, he was employed by Merrill Lynch in Dallas. Prior to that, he held several trust and investment management positions with NationsBank in Dallas, Atlanta and Charlotte. Jeff began his financial services career in 1986 with a mutual fund affiliate of Kemper Financial.

A business graduate of the University of Kansas, Jeff currently holds the FINRA Series 7 and Series 66 licenses.

Contact Jeff Martin at extension 7889.

ISI is a subsidiary of US Central, a registered, licensed broker-dealer regulated by the SEC, a member of the FINRA, SIPC insured, and is offered by Southwest Corporate Federal Credit Union.



Tim Timko - Senior Investment Officer
Tim Timko coordinates the marketing and sales functions of Southwest Corporate term investments and participates in the sales and marketing of the SimpliCD program and Southwest Corporate certificate and fixed income securities.

Tim has over 11 years of experience working in financial services, dealing with retail and institutional clients in the banking and investment industry. In these positions Tim gained vast knowledge of the equity and fixed investment markets and how to structure and manage a high quality investment portfolio.

Tim has a business degree from Robert Morris University, an MBA from Bentley College, and holds both FINRA Series 7 and 63 licenses.

Contact Tim Timko at extension 7853.



 
Back to Top
Southwest Corporate Federal Credit Union is federally insured by the National Credit Union Administration, a US Government Agency.
© 2010 Southwest Corporate Federal Credit Union. All rights reserved. | Terms and Conditions | Webmaster
214.703.7500 | 800.442.5763 | fax 214.703.7906 | Contact Us