KeyState, a leading provider of portfolio management, solar tax credit investments, captive insurance solutions, and entity management services for community banks and corporate clients, has appointed Gayle Espinosa as Senior Vice President and Chief Financial Officer (CFO). This appointment marks a significant milestone in the company’s growth and reflects its commitment to strengthening its financial foundation. Gayle Espinosa brings a wealth of experience to her new role, with over two decades of expertise in accounting and corporate finance. Her most recent position as Managing Director and Corporate Controller at TCW, a global asset management firm with $195 billion in assets under management, has provided her with a deep understanding of financial strategy and regulatory compliance. As Senior Vice President and CFO, Gayle will be responsible for overseeing KeyState’s corporate accounting and finance teams, as well as all client accounting functions. This includes the accounting team responsible for SOLCAP, KeyState’s renewable energy tax credit fund platform, which has raised and deployed over $500 million in tax credit investments. The appointment of Gayle Espinosa has been welcomed by KeyState’s CEO, Josh Miller, who stated, “We’re excited to add the CFO role as we move into KeyState’s next stage of growth. Gayle is a proven leader with the experience and judgment to oversee all facets of our financial operations – from budgeting and forecasting to reporting and risk management – and we’re thrilled to have her on board as we continue to scale.”

Gayle Espinosa also expressed her enthusiasm for joining KeyState, stating, “I’m excited to join KeyState at such a pivotal moment in its growth. It’s a unique opportunity to join KeyState’s executive leadership team and help strengthen the foundation of this dynamic, fast-growing company and support its mission of delivering innovative financial solutions to community banks and corporate clients.”

About KeyState

KeyState provides community banks and middle market companies with independent and innovative investment and insurance structures that have a meaningful impact on earnings. The company manages over $20 billion in bond portfolios for community banks and has a strong presence in the renewable energy sector, with SOLCAP being a key platform for raising and deploying tax credit investments. KeyState was founded in 1991 and serves over 140 community banks and over 200 companies across the country. The company has a strong reputation for providing innovative financial solutions and has established a network of offices in Las Vegas, NV; Wilmington, DE; Denver, CO; and Burlington, VT. Key Highlights

• Gayle Espinosa joins KeyState as Senior Vice President and CFO, bringing over two decades of experience in accounting and corporate finance. • She will oversee KeyState’s corporate accounting and finance teams, as well as all client accounting functions. • KeyState manages over $20 billion in bond portfolios for community banks and has a strong presence in the renewable energy sector. • The company has a unique opportunity to join KeyState’s executive leadership team and help strengthen the foundation of this dynamic, fast-growing company.

• Gayle Espinosa’s appointment reflects KeyState’s commitment to strengthening its financial foundation and supporting its mission of delivering innovative financial solutions.
• The company’s SOLCAP platform has raised and deployed over $500 million in tax credit investments, demonstrating its expertise in the renewable energy sector.

“Gayle Espinosa is a highly respected and accomplished professional in the field of finance,” said Josh Miller, CEO of KeyState. “We’re excited to have her on board as we continue to grow and expand our services to community banks and corporate clients.”

Gayle Espinosa will be responsible for overseeing all aspects of KeyState’s financial operations, including budgeting, forecasting, reporting, and risk management. Her expertise in financial strategy and regulatory compliance will be invaluable in helping KeyState navigate the complexities of the financial industry. The appointment of Gayle Espinosa as Senior Vice President and CFO is a significant milestone for KeyState, reflecting its commitment to strengthening its financial foundation and supporting its mission of delivering innovative financial solutions to community banks and corporate clients. Key Takeaways

• KeyState has appointed Gayle Espinosa as Senior Vice President and CFO, bringing over two decades of experience in accounting and corporate finance. • She will oversee KeyState’s corporate accounting and finance teams, as well as all client accounting functions. • KeyState manages over $20 billion in bond portfolios for community banks and has a strong presence in the renewable energy sector.

“I’m excited to join KeyState at such a pivotal moment in its growth. It’s a unique opportunity to join KeyState’s executive leadership team and help strengthen the foundation of this dynamic, fast-growing company and support its mission of delivering innovative financial solutions to community banks and corporate clients.” – Gayle Espinosa

Gayle Espinosa’s appointment as Senior Vice President and CFO marks a significant milestone for KeyState, reflecting its commitment to strengthening its financial foundation and supporting its mission of delivering innovative financial solutions to community banks and corporate clients. With her extensive experience in accounting and corporate finance, Gayle will be instrumental in helping KeyState navigate the complexities of the financial industry and achieve continued growth and success.