Congratulations to our client PTMA Financial Solutions for appointing Jeff Lundberg as Chief Revenue Officer.
PTMA Financial Solutions provides treasury management, liquidity management, and other financial products and services to the public sector. In addition to thousands of local governments, school districts, and other public entities, they also partner with over a thousand financial institutions to help strengthen communities from coast to coast. Their family of financial services companies offers investment advisory services, term investments, cashflow analysis, bond proceeds management, and public finance services for public entities, plus stable deposit funding solutions for financial institutions. PTMA Financial Solutions is backed by TA Associates and Flexpoint Ford.
C1 Team: Barry Wahlberg, David Schumer, Mark S. Frank, Amanda Chvatal