Brokerage Services

Dan Abdill - Senior Investment Officer for Catalyst Corporate,
Registered Representative for CU Investment Solutions LLC
Dan Abdill has over 10 years of experience assisting credit unions with all their investment needs. Dan’s knowledge of the fixed income markets helps credit unions across all asset sizes meet their portfolio and balance sheet objectives through investments in agency bonds and in jumbo CDs through the SimpliCD program. A registered representative of CU Investment Solutions LLC (ISI) since 2004, Dan is based in Portland, Oregon.

Prior to joining Catalyst Corporate, Dan was an investment officer for Northwest Corporate FCU. He first joined the credit union movement in 1998 as a consumer loan officer with LoansToday®, a CUSO of what was then the Oregon Credit Union League. Dan attended Southern Oregon State College, majoring in fine arts, and the University of Oregon, where he majored in political science. He currently holds FINRA Series 7 and Series 63 licenses through ISI.

Contact Dan Abdill at 800.442.5763, Ext. 7615.

Deanna Edwards - Investment Officer/Operations Specialist for
Catalyst Corporate
Deanna Edwards joined Catalyst when it was Southwest Corporate in November 2003 as an investment assistant and then was promoted to investment officer and operations specialist.

Deanna entered the investment industry in February 1973 with an extensive operational and trading background. Before joining Southwest Corporate, she spent six years managing the commission and registration department for a Dallas regional broker/dealer which employed 200 to 300 independent representatives. Then she spent 14 years on the trading desk with a Houston regional institutional bond firm. Prior to that, she spent a year in the trust department of a local Houston bank with some time spent in the accounting department. Deanna began her career as a margin clerk with Merrill Lynch and E.F. Hutton.

Contact Deanna Edwards at 800.442.5763, Ext. 7854.

Sarina Freedland - Senior Investment Officer for Catalyst Corporate,
Registered Representative for CU Investment Solutions LLC
Sarina Freedland has 29 years of experience in institutional fixed income markets and has honed her credit union focus during a seven-year tenure with Georgia Corporate Federal Credit Union. Her ability to translate the complex financial markets into usable information, her presentation techniques and her communication skills work together to create a professional and trusted investment partner for Catalyst Corporate’s members.

Sarina brings together a member service focus and a working knowledge of the bond market from a sales and portfolio management perspective. This combination enables her to provide credit unions with information and tools necessary to create a well-structured investment portfolio. She was instrumental in more than doubling Georgia Corporate’s market share to 60 percent in just three years. During her tenure, Georgia Corporate was the top-producing corporate (out of 27) in the national broker/dealer unit.

Previously, Sarina was an institutional fixed income sales representative for 13 years at Wall Street brokerage houses, specializing in agency, mortgage-backed and corporate bond securities. She applied her knowledge of fixed income investments to managing portfolios as her career turned to the customer side. As head of the fixed income trading desk for a global investment management firm for six years, she assisted portfolio managers in fulfilling the needs of 700 accounts, totaling $13 billion in assets. Her later work with a state retirement system allowed her to hone her skills in the specialized securities lending area.

Sarina earned her bachelor’s degree in journalism from University of Georgia and holds her FINRA Series 7 & Series 63 securities licenses.

Contact Sarina Freedland at 770.476.9704, Ext. 310.

Delton Ho - Senior Regional Executive for Catalyst Corporate,
Registered Representative for CU Investment Solutions LLC
Delton Ho provides investment sales services to credit unions in Hawaii and Guam. Delton came to the Catalyst team in March 2012, with more than a dozen years of experience at Western Corporate Federal Credit Union and Pacific Corporate Federal Credit Union.

Delton has a deep understanding of credit union operations, as he has served in a variety of capacities at corporate credit unions including: controller, vice president of Pacific operations, and vice president of business development for Pacific operations. He managed a portfolio in excess of $600 million with Pacific Corporate FCU prior to its merger with WesCorp.

Delton sells securities through CU Investment Solutions LLC and CDs through Primary Financial LLC. He also assists credit unions with correspondent service sales, including ACH, item processing, branch-teller-ATM-member-mobile capture, lending, international services, card services, and business services.

Delton has a bachelor’s degree of business administration in accounting from the University of Hawaii at Manoa. He currently maintains his FINRA Series 7 and Series 63 securities licenses.

Contact Delton Ho at 800.217.9266.

Cory Johnston - VP/Investment Sales for Catalyst Corporate,
Registered Representative for CU Investment Solutions LLC
Cory Johnston joined Georgia Corporate in May 2002, where he was senior vice president and chief investment officer, and currently serves as Catalyst’s vice president/investment sales. In this position, he engages in consultative sales and support of member credit unions and supervises the activities of the regional sales team.

As a senior officer of Georgia Corporate, Cory was central to the strategic planning process that led to the development and implementation of a viable new business plan at the leading edge of the industry’s reconfigured value proposition. His efforts helped to ensure that the corporate’s members emerged from the global credit crises with continued access to wholesale investment, liquidity and payments products at competitive prices with a limited capital investment.

In addition, Cory led the effort to bring many important investment products and services to members and guided his team to become the most successful ISI sales office in the country.

Before coming to Georgia Corporate, he worked for U.S. Central Credit Union as a director/portfolio strategist. In his previous positions, Cory was responsible for providing investment advisory and analytical services to corporate credit unions.

Cory has a bachelor of science degree from Kansas State University and a master’s degree in business administration from the Olin School of Business at Washington University in St. Louis.

Contact Cory Johnston at 770.476.9704, Ext. 346.

Ben LeMoine - Investment Officer for Catalyst Corporate,
Registered Representative for CU Investment Solutions LLC
Ben Lemoine joined Georgia Corporate Federal Credit Union in 2006, and is now a Catalyst investment officer. Ben is responsible for providing member credit unions with investment portfolio strategies and investment products that best suit their portfolio.

In addition to investment sales experience, Ben has extensive experience with the corporate’s asset-liability management tools. Ben works closely with members to explain their options, to guide them through the interest rate risk reporting process, and to interpret and present the results of their reports to management and board members.

With a strong knowledge of fixed income investments, Ben has also assisted in the purchase and sale of various investments for the corporate’s investment portfolio and has supported the corporate’s investment accounting system.

Ben received a bachelor of business administration degree in economics and a master of business administration in finance, both from the University of Georgia’s Terry College of Business. He also holds FINRA Series 7 and Series 63 licenses. Ben is fluent in French and German. He is an active member of Beta Gamma Sigma and the MIT Enterprise Forum.

Contact Ben LeMoine at 770.476.9704, Ext. 332.

Frank Lugo - Senior Investment Officer for Catalyst Corporate,
Registered Representative for CU Investment Solutions LLC
Frank Lugo's career in the investment field has spanned more than 30 years, with the last 10 years in the credit union industry. Areas of specialization include real estate, mortgage/trust deed financing, financial planning, equity markets, capital markets and fixed income markets.

Most recently, Frank served as a liaison between Western Bridge Corporate Federal Credit Union and its member credit unions, providing education and assistance with liquidity, working with the Federal Home Loan Bank and Central Liquidity Facility, SimpliCD, corporate credit union lines of credit and loan participations. He also helped credit unions with ALM services, interest rate risk mitigation strategies and portfolio investment opportunities, such as agencies, MBSs, CMOs, CDs, taxable municipal bonds, repossessions, discount notes and overnight funds.

In addition to his tenure at Western Bridge, Frank has 20 years’ experience working at several Wall Street firms and large money center banks.

Frank graduated from Mt. San Antonio College and holds FINRA Series 7, 53, 63 and 66 securities licenses.

Contact Frank Lugo at 800.598.5166.

Mike McGinnis - Director of Investment Sales for Catalyst Corporate,
Registered Representative for CU Investment Solutions LLC
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.

Contact Mike McGinnis at 800.442.5763, Ext. 7856.

Tim McWilliams - Senior Investment Officer for Catalyst Corporate,
Registered Representative for CU Investment Solutions LLC
Tim McWilliams, senior investment officer at Catalyst, is a veteran fixed income specialist, with more than 25 years of experience in selling investment products to credit unions. Tim has a deep understanding of credit union balance sheets and works closely with credit union senior management to help them identify opportunities and mitigate risk. He is skilled in assisting credit unions with managing their ALM services, bond accounting, loan participations, and fixed income products, such as Agency CMOs and MBSs.

Prior to joining Catalyst, Tim was a senior vice president for First Empire Securities.

Tim attended Adelphi University and currently holds FINRA Series 6, 7, 24, and 63 licenses.

Contact Tim McWilliams at 800.442.5763, Ext. 7853.

Al Schiliro - Senior Investment Officer for Catalyst Corporate,
Registered Representative for CU Investment Solutions LLC
Al Schiliro is a Catalyst senior investment officer. He is an experienced fixed-income specialist with more than 20 years 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 Southwest Corporate, Al was an officer and registered principal for Primary Financial Co., LLC (PFC). PFC is one of the largest CUSOs 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 is also a member of the Global Association of Risk Managers (GARP). He also holds FINRA Series 7 and 63 licenses.

Contact Al Schiliro at 800.442.5763, Ext. 7852.

Zane Wilson - VP/Investment Services for Catalyst Corporate,
Registered Representative for CU Investment Solutions LLC
As the vice president/investment services for Catalyst Corporate FCU’s subsidiary, Catalyst Strategic Solutions, Zane is responsible for the overall operations of the investment services division which includes the advisory service, asset/liability management service, brokerage Service, CD brokerage, and the investment operations division of Strategic Solutions. Additionally, Wilson oversees the management of the investment sales group which brings in new accounts for Strategic Solutions. He is also responsible for product development, pricing, and training of investment services products.

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.

Prior to joining Southwest Corporate, Zane was investment portfolio manager for Nowlin Savings Association.

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

Contact Zane Wilson at 800.442.5763, Ext. 7860.