Registered Representative for CU Investment Solutions LLC
Al is an experienced fixed-income specialist with extensive experience working with investments. Al has acted as a bond trader, investment analyst, and in a variety of management capacities throughout his career.
Before coming to Catalyst Corporate, Al was an officer and registered principal for Primary Financial Co., LLC (PFC). PFC is one of the largest credit union service organizations and a provider of the nationwide SimpliCD program. Al was an integral part of the senior management team that created, started and established the SimpliCD program and the brokerage and securities division of PFC. While with PFC, he worked with credit unions and other institutional investors, utilizing his skills in analysis and investment identification to direct clients through different investment scenarios.
Al's education includes two undergraduate degrees, a master's degree in business administration, a graduate certificate in financial analysis, and training from the New York Institute of Finance in investment analysis and portfolio management. Al also is a member of the Global Association of Risk Managers (GARP). He holds FINRA Series 7 and 63 licenses.