Top 5 Financial Services Companies in Great Falls

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Below is the list of Top 5 Financial Services Companies in Great Falls ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Great Falls

1. D.a. Davidson Companies

Industry: Financial Services

Location: Great Falls, Montana

Website: davidsoncompanies.com

Company Founded: 1935

Company Size: 1001-5000

Company Address: 8 3rd Street North, Great Falls, Montana, United States

D.a. Davidson Companies Contact Details

Name Title LinkedIn Phone Email
Nathaniel Hardy Financial Advisor
Brad Gevurtz Managing Director, Investment Banking
Stephen Davidson Senior Associate
Vadim Firfa Investment Banking Analyst
Tom Lesnick Vice President, Investment Banking
Zach Bishop Managing Director, Public Finance At D.a Davidson And Co
Thomas Hayes Managing Director
Requires/Intent and 273 more Employees
Asset Management
Customer Relationship Management (CRM)
and more

2. Credit Associates Inc.

Industry: Financial Services

Location: Great Falls, Montana

Website: yourcollector.com

Company Founded: 1944

Company Size: 11-50

Company Address: 1308 12th Avenue South, Great Falls, Montana, United States

Credit Associates Inc. Contact Details

Name Title LinkedIn Phone Email
Heather Nunn Territory Manager
Requires/Intent
Financial Auditing & Reporting
Employee Training & Workforce Development
Tax Planning & Strategy
and more

3. Montana Federal Credit Union

Industry: Financial Services

Location: Great Falls, Montana

Website: montanafcu.com

Company Founded: 1940

Company Size: 51-200

Company Address: 901 8th Avenue South, Great Falls, Montana, United States

Montana Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Becky Timmons Vice President Of Marketing
Karen Richey Vice President Of Human Resources
Robin Kinnaman Loan Interviewer And Member Services
Traci Schlagel Loan Officer
Karen Richey Vice President Human Resources
Connie Coil Loan Officer
Samantha Cagle Payment Solutions Supervisor
Requires/Intent and 6 more Employees
Accounting Services
Hedge Fund & Private Equity Consulting
Financial Planning & Retirement Solutions
and more

4. Embark Credit Union

Industry: Financial Services

Location: Great Falls, Montana

Website: embarkcu.com

Company Size: 11-50

Company Address: 1500 River Drive North, Great Falls, Montana, United States

Embark Credit Union Contact Details

Name Title LinkedIn Phone Email
Cathy Gutowski Human Resources Generalist
Requires/Intent
Sales & Lead Generation Strategy
Cloud Computing Solutions
Automation & Workflow Optimization
ESG & Sustainable Finance Consulting
Insurance & Underwriting Services
and more

5. Cusource, Llc

Industry: Financial Services

Location: Great Falls, Montana

Website: cusource.com

Company Founded: 2002

Company Size: 1-10

Company Address: 501 Park Drive South, Great Falls, Montana, United States

Cusource, Llc Contact Details

Name Title LinkedIn Phone Email
Wardo Cook Ops Technician
Genia Hageman Real Estate Processing Specialist
Tom Dedman Product Development
Roc Apple Draft Servies Technical Specialist
Stacy Morrison Print Mail Services Operator
Requires/Intent
Performance Tracking & KPI Analytics
Online Advertising & SEO
Fraud Detection & Prevention
and more
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Great Falls Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Nathaniel Hardy D.a. Davidson Companies Financial Advisor
2 Brad Gevurtz D.a. Davidson Companies Managing Director, Investment Banking
3 Stephen Davidson D.a. Davidson Companies Senior Associate
4 Vadim Firfa D.a. Davidson Companies Investment Banking Analyst
5 Tom Lesnick D.a. Davidson Companies Vice President, Investment Banking
6 Zach Bishop D.a. Davidson Companies Managing Director, Public Finance At D.a Davidson And Co
7 Thomas Hayes D.a. Davidson Companies Managing Director
8 Heather Nunn Credit Associates Inc. Territory Manager
9 Becky Timmons Montana Federal Credit Union Vice President Of Marketing
10 Karen Richey Montana Federal Credit Union Vice President Of Human Resources
11 Robin Kinnaman Montana Federal Credit Union Loan Interviewer And Member Services
12 Traci Schlagel Montana Federal Credit Union Loan Officer
13 Karen Richey Montana Federal Credit Union Vice President Human Resources
14 Connie Coil Montana Federal Credit Union Loan Officer
15 Samantha Cagle Montana Federal Credit Union Payment Solutions Supervisor
16 Cathy Gutowski Embark Credit Union Human Resources Generalist
17 Wardo Cook Cusource, Llc Ops Technician
18 Genia Hageman Cusource, Llc Real Estate Processing Specialist
19 Tom Dedman Cusource, Llc Product Development
20 Roc Apple Cusource, Llc Draft Servies Technical Specialist
21 Stacy Morrison Cusource, Llc Print Mail Services Operator

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