ALM Services

Mark Cough - Senior Asset/Liability Management Analyst

Mark Cough performs analysis and provides consultative services for clients of Catalyst Strategic Solutions' ALM service and advisory service. He prepares quarterly risk analysis reports and presents results to credit union senior management. In addition, Mark maintains the internal ALPS model, develops new products and processes, and processes analysis on BancWare ALM5.

Prior to joining Strategic Solutions in September 2005, Mark worked as a senior strategic analyst for Countrywide Home Loans. Responsibilities included budgeting, reporting and developing strategic initiatives, as well as providing consulting services to executives. He also was involved in developing advanced databases, creating custom reports and analysis and reporting on financial trends.

Mark graduated with a bachelor's degree in psychology from Baylor University and an master's degree in business administration infinance from the University of North Texas.

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Mark DeBree, CFA - Director of ALM Services

Mark DeBree manages the analysts of Catalyst Strategic Solutions' ALM service. In this role, he also performs risk analysis and provides consultation for ALM clients. Mark measures risk embedded in credit union balance sheets and works directly with senior management in discussing risk mitigation strategies. In addition, Mark is responsible for managing the BancWare ALM5 model and works to develop new modeling techniques relative to emerging market conditions.

Before joining Catalyst in 2002, Mark was an analyst at RichMark Capital Corporation, a privately owned brokerage house and investment bank. At RichMark, Mark was responsible for projecting income statements and estimating future growth and profitability of privately held organizations.

Mark received bachelor's and master's degrees in finance from Texas Tech University and is a Chartered Financial Analyst (CFA).

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Shannon Dupee - Asset/Liability Management Analyst

Shannon Dupee came on board with Catalyst in September 2011 as an ALM analyst. Her primary responsibility is preparing quarterly risk analysis reports for the Catalyst Strategic Solution clientele using the internally-developed ALPS model.

Previously, Shannon worked in accounting at a local real estate investment and development company, where she maintained the books for a small portfolio of retail and industrial properties.

Shannon attends the University of Texas at Dallas, where she is majoring in finance through the School of Management. Her anticipated graduation is December 2011.

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Jeff Fransen - Senior Asset/Liability Management Analyst

Using both proprietary and BancWare ALM5 software, Jeff Fransen performs ALM modeling and analysis production for the advisory service and ALM service clients of Catalyst Strategic Solutions. His responsibilities include preparing quarterly risk analysis reports for measuring inherent balance sheet risk and identifying strategies and opportunities to manage that risk. Jeff also helps to educate credit union management in ALM principles, so they can better understand and interpret interest rate risk.

Prior to joining Strategic Solutions in July 2007, he was a financial/pricing analyst for MidFirst Bank in Oklahoma City. At this position, he was responsible for pricing mortgage servicing portfolios and the monthly economic sensitivity of MidFirst Bank's existing servicing portfolio.

Jeff received his bachelor's degree in economics and marketing from Oklahoma State University.

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Jake Goss - Asset/Liability Management Analyst

As an ALM analyst with Catalyst Strategic Solutions, Jake Goss performs ALM modeling and analysis production for client credit unions of the Strategic Solutions investment advisory and ALM services. Jake prepares quarterly risk analysis reports and works with credit union management to determine assumptions used in the analysis. He is also responsible for mapping data into the BancWare data integration module.

Jake came on board with Catalyst in November 2007 as an internal risk analyst and transferred to the ALM Department in October 2009. Previously, Jake worked as a pricing analyst at MidFirst Bank in Oklahoma City, where his responsibilities included pricing bulk mortgage servicing portfolios.

Jake has a bachelor's degree in agribusiness, with a minor in finance from Oklahoma State University.

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Aaron Martini - Senior Asset/Liability Management Analyst

Aaron Martini works with credit unions to help them manage profitability and risk. With Catalyst Strategic Solutions' ALM department since September 2007, Aaron's responsibilities include building client-specific risk models to analyze and quantify embedded interest rate risk and interpreting the results. He also provides credit union training and consulting services.

Prior to joining Strategic Solutions, Aaron was an investment officer at Franklin County Treasury in Columbus, Ohio, where he managed a portfolio of fixed income investments in excess of $1 billion. Other responsibilities included: conducting due diligence on collateral and risk compliance, creating long range budgets and financial plans, ensuring adequate liquidity for operations, and negotiating debt funding and issuance.

Aaron earned his bachelor's degree in economics and political science from Ohio State University and his master's degree in business administration from Otterbein College.

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Mike McGinnis - Director/Investment Sales
As the Director/Investment Sales for Catalyst Strategic Solutions, Mike McGinnis coordinates the marketing and sales functions of all Strategic Solutions investment services products. When Mike joined Southwest Corporate Investment Services in 2004, he brought 12 years of investment experience with him, seven of which were in the credit union industry. Throughout his time within the credit union movement, he has served in numerous capacities and maintains relationships with credit unions throughout the nation.

Mike holds a bachelor's degree in economics from Southeastern Louisiana University, a master's degree in accounting from the University of Texas at Dallas, and has both FINRA Series 7 and 63 licenses.

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Nathan Quade - Asset/Liability Management Analyst

Nathan Quade joined Catalyst Strategic Solutions in March 2008 as a national sales executive and moved to the ALM department in 2009. His primary responsibilities include ALM modeling and analysis production for client credit unions of the advisory service and ALM Service. In addition, he is responsible for mapping data into the BancWare data integration module and assisting with client education presentations.

Before joining Strategic Solutions, Nathan held consulting positions and held ALM roles and titles of controller and finance manager at natural person credit unions for more than 10 years. Nathan has a bachelor's degree in economics from the University of Illinois, where he was chief financial officer of the Illini Student Federal Credit Union. He is also a Western CUNA Management School and CUNA Financial Management School graduate.

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Zane Wilson - Vice President/Investment Services

Zane Wilson joined Catalyst Strategic Solutions when it was Southwest Corporate Investment Services in 1988. He is responsible for the overall operations of the investment services division of Catalyst's subsidiary, Catalyst Strategic Solutions. This includes the advisory service, asset/ liability management service, brokerage service, CD brokerage, and the security custody function of Strategic Solutions. Additionally, Wilson oversees the management of the investment sales function in bringing in new accounts for Strategic Solutions. He is also responsible for product development and pricing.

Zane has more than 20 years of credit union investment experience - he was the first Investment Services advisor when the advisory service was created in 1988. Wilson was responsible for advising members, as well as assisting in the development and execution of Investment Services' investment strategies. Wilson worked as a portfolio manager for Investment Services' various portfolios, while also advising credit unions on their balance sheets, policies, and investment portfolios.

Zane's experience at Southwest Corporate Investment Services and Strategic Solutions includes creating structured products marketed to credit unions, hedging open structured-product positions, issuing $400 million in commercial paper, and matching funds off with floating-rate asset-backed securities and mortgage-backed securities.

Prior to joining Catalyst, Zane was investment portfolio manager for Nowlin Savings Association. He managed the investment portfolio and served as asset/liability management director.

Zane received bachelor's and master's degrees in finance, both from the University of North Texas. He holds NASD Series 7, 24 and 63 licenses. He teaches funds management and investment classes at the CUNA Southwest Management School.

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