John Almeida Director, Financial Product Sales - New England Balance Sheet Solutions, LLC

“I'm excited and proud to be part of a strong group of professionals that comprise the investment team at Balance Sheet Solutions. Not only will I continue to work with credit unions to integrate corporate certificates, SimpliCD, and marketable securities into their investment portfolios, I will leverage the talent of an experienced staff to offer a full menu of ALM services to meet the growing needs of our members across New England.”

As Director, Financial Product Sales, John's primary focus is on helping member credit unions in the New England area build investment portfolios that complement their operations and balance sheets. John has been in the financial services industry for six years, with experience in the fixed income and equity markets, servicing both retail and institutional clients. Prior to joining Balance Sheet Solutions, John was with CU Investment Solutions, Inc., and prior to that he served as the Senior Investment Representative with Credit Union Brokerage Services.

John holds a B.A from the University of Vermont, and his M.B.A. from Boston College. In addition, he holds his Series 7, Series 24, and 66.