Patty Moen Account Executive Balance Sheet Solutions, LLC

"What's great about Balance Sheet Solutions, LLC is we are a full service provider, a one stop shop. Every day credit unions call in looking for assistance on everything from investing to liquidity options to cash flow needs. It is nice to be able to offer a solution to each member to fit their unique circumstances. One way our services are different is our partnership with Members United Corporate FCU - given their Level IV authority, Members United certificates are very competitive. A superior feature of this product is being able to structure it to fit the distinctive asset liability needs of our members."

As an Account Executive, Patty is responsible for selling financial products to Members United Corporate FCU members, including marketable securities, SimpliCD, and corporate certificates. Additionally, she helps credit union members with liquidity options by discussing term loans and issuing SimpliCD.

Prior to this, Patty was a Sales Assistant with M&I Home Equity, a Division of M&I Bank, FSB.

She holds her Bachelor's Degree in Business Administration from St. Cloud State University. In addition, Patty and holds her Series 7, 63, and 65.