Meet Our Team
   
 
     
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.

 
 
 

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