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Creators of SimpliCD Logo
 
About Us
“Over 4,000 credit unions utilize SimpliCD, trusting us to manage their CD investment and issuance needs”
Chris Lewis

President & CEO

   
“Over 4,000 credit unions utilize SimpliCD, trusting us to manage their CD investment and issuance needs”

Chris has been with Primary Financial since its inception and has over 25 years of experience working with CEOs, Senior Management and Treasury Management Professionals at financial institutions to help them raise deposits through the issuance of jumbo CDs. After receiving a Finance degree from Indiana University's Kelley School of Business, Chris began his career at Irwin Union Bank & Trust Company in 1988. After holding various roles at Irwin Union, in 1996, Chris became an integral part of the team which started Primary Financial Co LLC. Since that time, Chris has helped financial institutions from all 50 states develop successful investment and liquidity solutions. Chris is a CFA charterholder, a member of the CFA Society of Indianapolis and holds the following FINRA licenses: Series 7 (General Securities License), Series 24 (General Securities Principal) and Series 63 (State Securities Agent).

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6640 Riverside Drive, Suite 430
Dublin, OH 43017
Operations - 614-825-9390
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