
Organization Overview
CCBN Preferred Service Provider
At Eide Bailly, our team understands that today’s decisions impact your future. As a trusted financial services advisor for over 75 years, our team helps financial institutions ensure compliance, improve operations, and mitigate risk all while navigating consolidation, digital transformation, and operational efficiency for peak performance. We can help you simplify the complex and focus your attention where it belongs: on your customers.
At Eide Bailly, our team understands that today’s decisions impact your future. As a trusted financial services advisor for over 75 years, our team helps financial institutions ensure compliance, improve operations, and mitigate risk all while navigating consolidation, digital transformation, and operational efficiency for peak performance. We can help you simplify the complex and focus your attention where it belongs: on your customers.
Kallie Zucek (Kleinschmidt)
Marketing Specialist
Brock Thaemlitz
Manager
Emily Pelter
Industry Marketing Manager | Financial Services
Erin Villafana
Partner
Jamie Phung
Senior Manager
Jayme Klocker
Marketing
Karen Perkins
Partner
Kaylyn Schull
Senior Associate
Keven Vidal
Senior Associate
Leonard Danna
Michael Holdren
CPA, Partner
Mike Soza
Partner
Natalie Hood
Marketing

Preferred Service Provider (PSP)
PSP Member
Categories
Asset Liability Management