Meet Our Team
   

     
Jim Mathews
Sr. Analyst
Balance Sheet Solutions, LLC
   
 
   
"I am very pleased to be working with such an experienced and talented team here at Balance Sheet Solutions, LLC, where our innovative products and services create opportunities for our clients. This new organization builds on a proud history of service and value-added solutions that deliver immediate, positive results. Balance Sheet Solutions, LLC, has the scope, depth and level of sophistication to serve credit unions of all sizes."


As a Senior Analyst, Jim is responsible for providing asset/liability management (ALM) analysis, recommendations and education sessions to clients.

Prior to this, he was a Senior Risk Analyst at Empire Corporate FCU responsible for all regulatory interest rate risk modeling.

Prior to that, Jim was a Business Analyst in charge of fixed income product development at IQ Financial Systems, a software spin-off of Bankers Trust Company. Jim has ten years experience working for primary dealers (E.F. Hutton, Lehman Bros., Bankers Trust), with over six years trading and market making in Treasury securities, OTC options, note and bond futures, and options on futures. He holds a Series 65 registration, and a B.S. in Business Administration from The College of Saint Rose.

 
 
 

4450 Weaver Parkway
Warrenville, IL 60555
(800) 782-2431