Baker News and Press Releases

FOR IMMEDIATE RELEASE
Contact: Andrew Okolski
Director of Credit Union Strategies
AndyO@GoBaker.com
(844) 213-0485

The Baker Group Expands and Reaffirms Its Commitment to an Industry Best Credit Union Platform with Key Hire

The Baker Group is committed to continued expansion and improvement of our credit union platform. We are excited to announce the hiring of Chris Dahlgren to lead our credit union regulatory team and bolster Baker Loan Solutions. Chris’s background as a principal examiner and his ability to work strategically with clients make him a valuable asset for credit unions nationwide.

“The board of directors is excited to welcome Chris as we continue to develop industry-leading tools and build our team to support our credit unions,” said Mark Baumann, Managing Director and board member of The Baker Group. “Chris’s impeccable background as a National Credit Union Administration principal examiner, along with his creative development skills, will provide our current and future clients with exceptional tools. It will also enable Baker’s frontline employees to help our clients navigate a more frequent and volatile balance sheet environment,” said Baumann. “With The Baker Group’s current suite of tools, the addition of Chris ensures continued development and strength and adds to our decades of experience in the credit union space.”

Prior to joining The Baker Group, Chris held the position of managing director for a financial investment company, providing invaluable guidance and direction to senior executives, ALCOs, and board members at credit unions across the country. His deep understanding of NCUA regulation, exam procedures, and comprehensive knowledge of credit unions made him a trusted resource for clients. Chris’s proficiency in the field has led him to be a frequent speaker at industry events and league meetings, further solidifying his reputation as an industry expert.

Chris also served as the director of regulatory affairs at a security firm, building on the foundation he established during his tenure as a principal examiner at NCUA. The experience and insight he gained while working for the NCUA continue to shape his interactions with credit unions, ensuring that he provides top-notch support and guidance.

“We are thrilled to have Chris join our growing credit union team,” said Andrew Okolski, Director of Credit Union Strategies for The Baker Group. “He comes to us with a wealth of knowledge and experience that will benefit our firm and clients immediately. The team is excited for what the future holds here at Baker and we believe our credit union clients will be excited as well.”

Chris graduated with honors from Le Moyne College, earning dual degrees in finance and applied management analysis. His dedication to academic excellence and commitment to his field set the foundation for his successful career. While working for NCUA, he further honed his skills by completing a master’s degree in security analysis and portfolio management from Creighton University.

ABOUT THE BAKER GROUP

The Baker Group is one of the nation’s largest independently owned securities firms specializing in investment portfolio management for community financial institutions. Since 1979, Baker has helped its clients improve decision- making, manage interest rate risk, and maximize investment portfolio performance. Baker’s proven approach of total resource integration utilizes software and products developed by The Baker Group Software Solutions* combined with the firm’s investment experience and advice. Click here for more information about Baker.

*The Baker Group LP is the sole authorized distributor for the products and services developed and provided by The Baker Group Software Solutions, Inc.

FOR IMMEDIATE RELEASE
Contact: John Bloss
Managing Director
JBloss@GoBaker.com
(866) 370-0356
Date: July 21, 2023

The Baker Group Joins Bankers Helping Bankers (BHB)

Oklahoma City, OK – Today, The Baker Group LP is pleased to announce its support and commitment to Bankers Helping Bankers (BHB), a bankers-only community for collaboration and education. With the new sponsorship, The Baker Group will help bankers improve decision-making, manage interest rate risk, and maximize investment portfolio performance.

“The mission of BHB aligns perfectly with The Baker Group’s commitment to community banks nationwide. That is, to provide critical resources and a communication platform for bankers as they adapt to rapidly changing market conditions,” said Tanner Mayo, Co-founder of BHB. “For banks, the process of evolution and adaptation is never-ending, particularly when it comes to technology, data, and risk management. We applaud this effort and look forward to continued support.”

The BHB platform is rapidly expanding to fill the needs of community banks in an unbiased and honest way backed by factual data. With the support of premier sponsors, including the “good guys” at The Baker Group, the platform offers these benefits: the source of truth in information, executive support with access to industry experts, a roadmap to navigate financial technology integrations, peer benchmarking, fintech and vendor directories, and more.

About Bankers Helping Bankers
Bankers Helping Bankers is a bankers-only social platform for collaboration and education. Through data tools and dynamic user groups, BHB provides community bankers with a knowledge base focused on bank technology and emerging Fintech companies, as well as hot topics such as cryptocurrencies, banking-as-a-service, becoming a sponsor bank, and launching a direct digital brand. It is the most complete end-to-end platform for community bank-supportive technology companies. The BHB platform is free for bankers, reaching 75% of U.S. banks. For more information, visit: BankersHelpingBankers.com.

ABOUT THE BAKER GROUP
The Baker Group is one of the nation’s largest independently owned securities firms specializing in investment portfolio management for community financial institutions. Since 1979, Baker has helped its clients improve decision- making, manage interest rate risk, and maximize investment portfolio performance. Baker’s proven approach of total resource integration utilizes software and products developed by The Baker Group Software Solutions* combined with the firm’s investment experience and advice. More information about Baker can be found at www.GoBaker.com.
*The Baker Group LP is the sole authorized distributor for the products and services developed and provided by The Baker Group Software Solutions, Inc.

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