Kevin Schlangen has been a Financial Solutions Consultant in Catalyst Corporate Federal Credit Union since 2019. Furthermore, Kevin has on-the-job experience at more than seven companies using similar skills. Kevin has a total work experience of 29+ years. Kevin Schlangen studied at the American College of Financial Services from 1994 to 1998. Kevin has professional certification in Continuing Board Education - Cbe. Aubrey, Texas is the place where Kevin Schlangen presently lives. You can contact with Kevin by searching for phone number or email or find additional information by requesting access to this professional's details from us.
Name variants:
Kev Schlangen
Last updated May 30, 2024
Contact Information
Last Update
Jul 12, 2022
Email
ke**@utah.edu, ke**@bankofthewest.com, ke**@alloyacorp.org
Location
Aubrey, TX
Workplace
Financial Solutions Consultant
Plano, TX
Industry
Financial Services, Federal Credit Unions
Colleagues
Work History
Financial Solutions Consultant
6801 Parkwood Blvd, Plano, TX 75024
from Mar 2019
Director, Business Consulting - West
Working with Alloya Corporate Federal Credit Union I manage the corporate's credit union relationships in the Western part of the USA.
Mar 1, 2015 — Feb 2019
Vice President Specialized Corporate Solutions
180 Montgomery St, San Francisco, CA 94129
Work with Capital Markets creating investment solutions and portfolio management for credit union clients.
Nov 1, 2010 — Dec 1, 2013
Member - Executive Committee U of U Parent Association
201 Presidents Cir, Salt Lake City, UT 84112
The University of Utah is the state's oldest and largest institution of higher education and is a major research university. The U offers over 100 undergraduate and more than 90 graduate deg...
from Sep 1, 2012
Account Executive Iii
924 Overland Ct, San Dimas, CA 91773
Began with WesCorp on August 9, 2004. Total AUM at $6.7 billion end of July, 2010. #1 in the firm for 5 consecutive years as measured by overall territory revenue growth and retention.
Aug 2004 — Dec 2010
Retail Sales and Operations Manager
3700 east Alameda Ave, Denver, CO 80209
Managed the then 5 branch network for the credit union. Was responsible for sales training and production for Member Service Reps as well as tellers. Also oversaw the function of the retail ...
Apr 1, 2002 — Aug 1, 2004
Account Vice-President
5910 Mineral Point Rd, Madison, WI 53705
I was responsible for a territory of 45 large asset credit unions in southern California. I was the account rep for CUNA Mutual and was responsible for all related activity. I interacted wit...
Nov 1987 — Apr 2001
Education
1994 — 1998
1982 — 1986
Occupations
Counselor
Accountant
Finance and Accounting Specialist
Executive
Director
Advisor
Accounting Bookkeeper
Bookkeeper
Operations Manager
Skills
Investments
Financial Services
Credit Unions
Retail Banking
Banking
Portfolio Management
Management
Cash Management
Financial Institutions
Risk Management
Loans
Sales
Financial Analysis
Credit
Securities
Relationship Management
Executive Management
Sales Management
Finance
Training
Consumer Lending
Credit Analysis
Business Analysis
Mortgage Lending
Capital Markets
Underwriting
Commercial Banking
Branch Banking
Small Business Lending
Financial Risk
Customer Retention
Territory Growth/Development
Cross Selling
Treasury Management
Mortgage Banking
Ach
Financial Advisory
Loan Origination
Sales Operations
Hold Series 7