| |
| |
|
|
Mary Westberg,
CCUE
Senior Director, Financial Product Sales
Balance Sheet Solutions, LLC
|
|
|
 |
|
| |
|
|
|
"In
the world of investments, as with credit unions
and corporate credit unions, things are always changing.
With the new, expanded Balance Sheet Solutions,
LLC broker-dealer, we have an extensive array of
products to offer our members that will benefit
their business. It is a wonderful feeling to assist
credit unions from the smallest to the largest with
their investment and balance sheet decisions. As
the economic and regulatory environments keep changing,
we all continue to learn and grow together. It is
good to be able to refer to historical trends, but
to me, the excitement is in what is to come in the
future." |

As Senior Director, Financial Product Sales, Mary's
responsibilities include the oversight of investment
sales for credit unions in Minnesota, Iowa and South
Dakota.
Prior to this, Mary served as the Vice President of
Investments for Minnesota Corporate FCU where her responsibilities
included Chair of the Corporate Asset Liability Committee,
and investment accountability for the corporate's portfolio.
Mary has been in the financial industry for over 20
years. She holds her Bachelor's Degree in Business Administration
and Psychology, and an M.B.A. from University of Wisconsin-Oshkosh.
In addition, she holds her CCUE (Certified Credit Union
Executive), awarded with highest honors. Mary also holds
her Series 7, 24, 63 and 65.
|