Bart Salazar Speaks, Inc.
President/CEO 2008 to present
Executive Director, Advisory Services 2006 to 2008 President/CEO 2005 to 2006
Balance Sheet Solutions-Albany, NY
(formerly MemberTrade Advisory Services)
Responsible for the direction and administration of the risk assessment activities of the investment advisory division of the credit union service organization (CUSO) of Members United Corporate FCU. Coordinated asset/liability management (ALM) modeling and reporting using IPS-Sendero software for credit union clients. Oversaw management of investment portfolios of Albany, NY based credit union clients. Consulted and conducted ALM presentations for credit union audiences, including: 2006 WOCCU Conference - Dublin, Ireland; National Assoc. of State CU Supervisors (NASCUS), Balance Sheet Management School - New Orleans, LA; NY State CU League Convention - Saratoga Springs, NY
MemberTrade Advisory Services-Albany, NY
Responsible for the overall direction and administration of the CUSO, including strategic, sales, and operations. Developed and presented all board reporting including the annual budget, promotional and capital plans. Ensured compliance with all SEC, NCUA, state and internal regulations and statutes.
Chief Operating Officer 2001 to 2005
MemberTrade Advisory
Managed all functions of the CUSO.
Vice President, Investments 2000 to 2001 Vice President-Investments 1991 to 2000
Empire Corporate Federal Credit Union-Albany, NY
Managed the overnight, term, and capital investment portfolios of the organization. (Total assets under management were $4.0 billion) Was responsible for developing and implementing the company’s corporate liability strategy.
F & M Bancorporation-Kaukauna, WI
Initiated all investment portfolio buy/sell decisions for 24 affiliate banks. Total assets under management were approximately $500 million. Dircector-Board of Out-of-State Investment Subsidiaries. Actively monitored.managed corporation's funds position daily. Organized Asset/Liability strategic planning process including the installation of the Profitstar Asset/Liability Forecasting model for all affiliated banks. Chairman-Asset/Liability Management Committee.