ALM Team

800.301.6196 | 214.703.7918 Fax | Contact the ALM Team

Select "See bio" below to learn more about a Team Member.

Team Leadership

Mark-DeBree
Mark DeBree, CFA
Managing Principal
See bio
Aaron Martini
Aaron Martini, CTP
Director – ALM Services
See bio
Annie Scott
Annie Scott
Manager - ALM Data & Model Administration
See bio

Consultants & Analysts

Amy Lin
Amy Lin, CFA
ALM Consultant
See bio
Aparna Moorthy
Aparna Moorthy
Senior ALM Analyst
See bio
Cassandra-Kowieski
Cassandra Kowieski
ALM Consultant
See bio
Christopher Uhl
Christopher Uhl, CMA, MOSM
Sr. ALM Consultant
See bio
Diego Arias
Diego Arias
ALM Analyst
See bio
Jacob Bennett headshot
Jacob Bennett
Data Analyst
See bio
Maryssa-Crews
Maryssa Crews
ALM Analyst
See bio
Paul Shorkey
Paul Shorkey, CFA, FRM
ALM Consultant
See bio
Richard-Cranfil
Richard Cranfill
ALM Consultant
See bio
Theresa Batoon headshot
Theresa Batoon
Sr. ALM Consultant
See bio
Todd Benson
Todd Benson
Sr. ALM Consultant
See bio
 

"Catalyst" is a brand name for the financial services business conducted by Catalyst Corporate Federal Credit Union ("Catalyst"), both directly and through its subsidiaries, including CUSOURCE, LLC, d/b/a Catalyst Strategic Solutions ("CSS"). Balance sheet management services and asset liability management services are offered through CSS, a SEC registered investment adviser. CSS is a separate entity from Catalyst and all investment decisions are made independently by CSS employees. Neither Catalyst nor CSS provide its clients with legal, tax or accounting advice.