| Name | Title | Contact Details |
|---|---|---|
Dolores Trevino |
Vice President Staff Development | Profile |
Archer is a technology and services innovator for the investment management industry including institutional, private wealth and retail managers. Archer provides a fully integrated, secure cloud-based platform that simplifies the investment management process across channels allowing management firms to scale rapidly. Growth is supported with always up-to-date and accessible technology – nothing to install, maintain on servers, or to slow down a manager`s core business. Archer also uniquely offers selective operations outsourcing, providing managers the ability to control costs, gain flexibility and speed time to market. Selective outsourcing allows firms to choose services that fit their needs, so they can focus on delivering results.
American Stock Transfer & Trust Company, LLC (AST) is a full-service, tech-enabled professional services firm that helps companies and shareholders across North America maintain momentum through the use of secure corporate data, analytics, advisory services, and a strategic approach to every interaction. AST was originally founded as a transfer agent in 1971. Through organic growth and strategic acquisitions, AST pioneered a new model of integrated services in the industry. Our affiliates now include AST Trust Company (Canada), D.F. King & Co., Inc., and Donlin, Recano & Company, Inc. Together, we lead the industry with a comprehensive portfolio that includes transfer agent and registrar services, corporate governance and advisory services, issuer and mutual fund proxy services, equity plan solutions, restructuring services, personal wealth and investment services, and class action and mission critical services. Every day, through every interaction, we help clients streamline mission-critical operations, increase efficiencies and remove operational obstacles so that they can focus on moving their companies forward – in communications, in strategic planning, and in growth. AST is an Equal Opportunity Employer.
Baker Capital is a New York-based private equity firm with $1.5 billion under management. Baker Capital invests in growth companies at all stages of development. The partners at Baker Capital have extensive private equity and operational experience
FAIRPAY Solutions is one of the leading providers in Financial Services. It is based in Fort Myers, FL. To find more information about FAIRPAY Solutions, please visit www.fairpaysolutions.com
Laura Group is a Redondo Beach, CA-based company in the Financial Services sector.