Jay Johnson Email & Phone Number

Washington Dc

Callahan & Associates is an employee-owned, national consulting and research firm focused on credit unions. Through analytical tools, best practice research, consulting services and strategic partnerships, we help the industry leverage the unique competitive advantages of the not-for-profit, cooperative business model.President, Callahan Credit Union Financial Services LLLP, a national partnership of leading credit unions that collaborates on developing innovative solutions to address industry opportunities.President and Treasurer, Trust for Credit Unions, the largest family of institutional mutual funds designed for credit unions.President, Callahan Financial Services, Inc., a broker-dealer subsidiary of Callahan & Associates.Professional Services unit: Lead strategic planning sessions with boards and executive management teams; Speak at national and regional meetings on industry trends; facilitate roundtables with C-level executives; develop and host quarterly industry Trendwatch webinars.Media unit: Author of lead article in Credit Union Strategy & Performance publication each quarter, contribute regularly to CreditUnions.com and Callahan Report.Analytics unit: Work regularly with Industry Analyst team; developed Quarterly State Report used by 12 state credit union associations.

Washington, Dc

Washington, Dc

Washington, District Of Columbia, United States

Atlanta, Ga

Wachovia was a leading super-regional banking company with consumer banking headquarters in Winston-Salem, NC and corporate banking headquarters in Atlanta. Known for its strengths in credit underwriting and customer service, Wachovia was acquired by First Union Corporation in 2001. It is now part of Wells Fargo.Associate Relationship Manager, Global Corporate Finance. Managed relationships with mid- and large-cap insurance companies, banks, specialty finance and e-finance companies. Primarily involved in originating, pricing and structuring senior and mezzanine debt after determining client capital and funding needs.Corporate Financial Analyst, U.S. Corporate Finance. Performed industry, business and financial analysis on clients in the pharmaceutical, hospitality, telecommunication, distribution, and manufacturing industries.Investments Product Manager, Treasury Services. Directed $4B sweep program, seventh largest among U.S. banks.

Washington, Dc

Managed data product sales; developed Rate Your Credit Union (predecessor to Peer-to-Peer) credit union financial analysis tool; produced all publications, including launching Quarterly Report, Data Processor Guide, and CPA Guide; licensed to sell Trust for Credit Unions mutual funds.

Master Of Business Administration (M.B.A.), Strategy, Finance

Bachelor’S Degree, Finance, General

Activities and Societies: Beta Theta Pi