our team
three+one® is comprised of leaders in banking and public service.
cashvest
Scott Allen, MBA
CFO
sja@threeplusone.us
Ext. 702
Beau Blevins
Director, Business Development
brb@threeplusone.us
Ext. 714
Manel Chaib
Data Analyst
mc@threeplusone.us
William Cherry
Director, Public Partnerships
wec@threeplusone.us
Ext. 709
Ruth Chiumia
Analyst Intern
rc@threeplusone.us
Kyle Cline
National Dir. of Strategic Partnerships, NACo-FSC
kcline@naco.org
Tel. (317) 502-7415
Alex DeRosa
Relationship Specialist
ald@threeplusone.us
Ext. 706
Peter Forsgren, CTP
COO and Co-Founder
pdf@threeplusone.us
Ext. 701
Tyler Frame
Relationship Analyst
tdf@threeplusone.us
Ext. 708
Andrew Hagemeister
Vice President of Innovation
agh@threeplusone.us
Ext. 703
Jessica Harrell
Director, Project Management
jbh@threeplusone.us
Ext. 710
Garrett Macdonald, CTP
Senior Vice President
gam@threeplusone.us
Ext. 704
Kyle Metcalfe
Relationship Analyst
kjm@threeplusone.us
Ext. 705
Leah Riley
Sales & Marketing Associate
ler@threeplusone.us
Ext. 711
Samantha Rothschild
Marketing Coordinator
slr@threeplusone.us
Ext. 712
Joseph Rulison
CEO and Co-Founder
jrr@threeplusone.us
Ext. 700
Edna Teresi
Client Service Associate
edna.teresi@threeplusone.us
Ext. 707
LaTonya Youmas
Client Service Associate
lcy@threeplusone.us
Ext. 713
A word from our CEO| Joseph Rulison
At three+one® we have only one service: public service. We believe in strengthening municipal entities and higher education institutions with fiscal stability through the best asset you already have: Cash.
the three+one® story
The roots of three+one® and its flagship services cashvest® and rfpPrep® span 25 years of rich experience in business, public service, higher education, and government banking.
Our firm’s origins trace back to the services of Muniflow, a division of Rulison & Company. It was founded by our CEO, Joe Rulison, in 1988. Muniflow received national recognition in the 1990s by serving the short-term investment needs of public and higher education institutions. In 1997, our co-founder and COO, Peter Forsgren, joined Muniflow to further develop the proprietary cash-flow-management models that are the fundamental pillars of our services today.
In 2001, Muniflow was purchased by Fleet Bank, which later became Bank of America. As a center point for healthcare, higher education and government banking, Muniflow expanded the bank’s national footprint by serving hundreds of public and higher education clients.
Over the next dozen years, Joe and Peter deepened their banking experience while also serving their communities in several leadership roles that further shaped their vision for three+one®. Navigating a changing landscape in banking after the financial crisis of 2008—and eager to help the entities they served in the past—our co-founders launched three+one® in the fall of 2014.
Now, a few short years later, three+one® has already gained national recognition and footprint as a pioneer defining and providing liquidity analysis & data services to public and Higher Ed. entities through our proprietary cashvest® portal. Additionally, the company provides a cutting-edge online bank rfpPrep® service coupled with diagnostic evaluation of bank treasury services fees.
In 2018, three+one® helped public and Higher Ed. entities throughout the United States earn an additional $25 million in new interest income that will go back to their communities and those they serve. It is projected that that number will more than triple in 2019.
Home office
180 Office Park Way
Pittsford, NY 14534
EMAIL US
jrr@threeplusone.us
Call Us
1 (585) 484-0311