Julie C.
Financial Services Specialist at Primary Financial Company Llc
Based in Nashville, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Nashville
Industry
Financial Services
Company size
26
Contact information
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j•••••••@epfc.com
Phone
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Background
About Julie C.
Since 1996, Primary Financial has supported credit unions with its innovative funding solution, SimpliCD—a program that streamlined the process for issuing non-member deposits. Today, our custodial CD platform and SimpliCD DTC product continue to help credit unions and banks manage liquidity more effectively.At Primary, I work directly with credit union and bank leaders—presidents, CFOs, and treasury teams—to develop solutions aligned with their strategic goals. If you want to strengthen your institution’s funding strategy, contact us or contact your corporate credit union. We’re here to help.
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