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OM Financial Group Oppenheimer & Co. O'Rourke & Associates

Oaktree Financial Advisors

12900 N. Meridian Street Suite 300 | Carmel, IN 46032

Ed Snyder

Service Areas: Consulting

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obi Creative

2920 Farnam St | Omaha, NE 68131

Mary Ann O'Brien

Phone: 402-493-7999 | Fax: 402-496-3713

Service Areas: Marketing

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Objective Advisors

1101 Capital of TX Highway, South, Building K, Suite 250 | Austin, TX 78746

Michelle Flynn

Phone: 5123010001 | Fax: 5123010006

Service Areas: Asset/Liability Management (ALM), Consulting, Institutional Investments

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Octant Business Services, LLC

P.O. Box 1530 | Littleton, MA 01460

Phone: 5082813002 | Fax: 9784868400

Service Areas: Business Lending

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OH/Audio, Inc.

Tomm Furch

Phone: 4065492427

Service Areas: Telecom/Communications

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Old Republic Insured Credit Services, Inc.

307 N. Michigan Avenue 14th Floor | Chicago, IL 60601

E. L. Taylor
Executive Vice President, Sales

Service Areas: Member Insurance

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Olympic Data Services, Inc.

2915 4th Ave. South | Seattle, WA 98134

Randy Bostrom
Sales Manager

Phone: 206-343-3300 | Fax: 206-343-3030

Service Areas: Statement Printing

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OM Financial Group

125 Metro Center Boulevard Suite 3002 | Warwick, RI 02886

Bruce Smith
Executive Benefit Consultant

Phone: 6175268243 | Fax: 4012331807

Service Areas: HR

OM Financial Group is an independent financial services company with offices located throughout the country.  OM pioneered Collateral Assignment Split Dollar programs for the credit union industry and continues to specialize in helping credit unions offer competitive and cost-effective Supplemental Executive Retirement Plans (SERPs) which are designed to reward and retain key employees.

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OMI (OutSource Management Inc.)

11330 Lakefield Drive Building Two, Suite 200 | Duluth, GA 30097

James Banyas
Director of Channel Development

Service Areas: Branding, Direct Marketing, Loyalty/Reward Programs, eStatements, CRM/MRM

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495 Grand Boulevard | Miramar Beach, FL 32550

Eric Isham

Phone: 8502697001 | Fax: 8502697001

Service Areas: Branding, Marketing, Website Design

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On Your Way

Ray Beauchamp
Managing Partner & CEO

Service Areas: eMarketing

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OnApproach, LLC

3455 Plymouth Blvd. Ste.200 | Plymouth, MN 55447

Paul Ablack

Phone: 7635577118 | Fax: 7632314433

Service Areas: Data Processing, IT Outsourcing

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7820 Innovation Blvd Suite 260 | Indianapolis, IN 46278

Andy Hayes
Vice President of Sales

Service Areas: Debit Card Processing

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OneSource Financial

Phone: 3152580046

Service Areas: Auto, Indirect Auto Lending

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Ongoing Operations LLC

P.O. Box 218 | Maugansville, MD 21767

Kirk Drake

Phone: 240-527-6801 | Fax: 301-348-2080

Service Areas: Business Continuity

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Chris Hall
Head of Customer Development

Phone: 8885036615

Service Areas: Direct Marketing, Marketing, CRM/MRM

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Onspot (formerly Lifestyle Lending Solutions)

3688 West 9800 South, Suite 153 | South Jordan, UT 84095

Phone: 801-208-9324

Service Areas: Lending

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Openlane ( an ADESA Company)

1620 South Stapley Dr, Suite 232 | Mesa, AZ 85204

Jennifer Cross
Account Support Coordinator

Phone: 480-556-5214 | Fax: 480-291-9559

Service Areas: Auto Remarketing

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Oppenheimer & Co.

6102 Abbott Rd | East Lansing, MI 48823

Mark B. Wickard
Manging Director- Invesmtents

Phone: 5173337762 | Fax: 5173337780

Service Areas: Board Education, Consulting, Institutional Investments

Credit Union Investment Strategy Group of Oppenheimer & Co. Inc. is an Institutional Fixed Income Consulting Group helping Credit Unions (CU's) throughout the country address the unique needs of their investment portfolios. At Oppenheimer, we understand that- which is why we developed services that are tailored specifically for CU's. Our Investment strategies & educational programs are ideal for any CU that wants to try and get more out of their investment portfolio and take their investment knowledge to the next level. Contact us to see what we can do for your CU.

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Optimal Blue, LLC

5340 Legacy Drive, Bldg. 2, 2nd Floor | Plano, TX 75024

Keith Anderson
Vice President, Sales

Phone: 9524433759 | Fax: 9524433894

Service Areas: Lending, Mortgages

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Original Tech, Inc.

399 Fremont Street | San Francisco, CA 94105

Heang Chan
Chief Executive Office, Co-Founder

Phone: 415-444-6784

Service Areas: Mobile & Online Services, Online Account Opening, Online Loan Applications

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O'Rourke & Associates

395 Oyster Point Blvd. Suite 405 | South San Francisco, CA 94080

Lisa Burroughs
Director of Executive Search and Strategy

Phone: 8003941918 | Fax: 6505898749

Service Areas: Executive Recruitment, Consulting, Strategic Planning

O'Rourke & Associates offers a wide range of executive search services nationwide exclusively to the credit union industry. Expertise lies in the areas of CEO and Executive Recruitment, Compensation and Retention Analysis and HR Consulting. For more information, contact our industry experts to experience the gold standard. 

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Orth, Chakler, Murnane & Co. CPAs, P.A.

12060 SW 129 Court, Suite 201 | Miami, FL 33186

Douglas Orth
Managing Partner

Phone: (888) 676-3447 | Fax: (305) 232-8388

Service Areas: Audit/CPA

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OSG Billing Services

100 Challenger Rd Ste 303 | Ridgefield Park, NJ 07660

Sharon Kulawiak
Credit Union Specialist

Phone: 2018711100 | Fax: 2018713550

Service Areas: Statement Printing

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Ossna Inc.

Phone: 8479843117

Service Areas: eStatements, Online Fraud/Security, Remote Deposit Capture (RDC)

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Output Services, Inc

6410 Odell Pl | Boulder, CO 80301

Phone: 3037098286 | Fax: 3037098286

Service Areas: Print Materials, Statement Inserts, Statement Printing

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